Starter WP Pro Website
Fiduciary Benchmarks provides technology, tools, and research to Recordkeepers, Broker-Dealers, Advisor/Consultants, Banks, DCIOs, TPAs, and Plan Sponsors. With over three decades of experience in the retirement services space, the management team of FBi brings the expertise and knowledge gained from managing over $100 Billion in assets to organizations of all sizes.
Fiduciary Benchmarks was launching a new self-service portal and needed a website update. As a result of this new product offering, they could no longer rely on guided sales conversations and needed a new website. Their chief goal was a website that could provide an easily navigable educational journey while allowing prospective customers to contact the FBi sales team quickly.
Their Starter WP website allows Fiduciary Benchmarks to streamline marketing, sales, regulatory compliance, and new customer onboarding tasks. Thanks to their integration with Salesforce Pardot, new leads are automatically added to the Fiduciary Benchmarks marketing database. The sales team receives alerts in Salesforce, allowing them to take immediate action with a warm lead.
Since launching their Starter WP website, Fiduciary Benchmarks has established eight additional products. Leveraging the flexibility of their existing website, they were able to quickly build new marketing sections of their website without a significant investment of time or money. As a result, they continually updated their Starter WP website for seven years before replacing it to align with their company rebrand. This longevity and cost-effectiveness is unheard of for most websites, providing incredible ROI to Fiduciary Benchmarks.