Sequoia Financial Group has been enriching lives through planning that endures. They currently manage over $19 billion in investment assets. Due to their consistent organic growth—three times the industry average—and the depth and breadth of services, Sequoia has been recognized by Barron’s as a top wealth manager since 2018.
The following areas needed improvement for seamless personalized customer experience.
Inconsistent branding, poor responsiveness, and SEO/performance issues are present in off-the-shelf themes. Limited customization restricts functionality, while integration challenges and cross-platform incompatibility create fragmented user experiences. Slow load times and inefficient code hinder performance. Finally, the lack of monitoring obstructs proactive performance optimization.
Team Somnetics proposes a comprehensive Shopify solution that includes developing a custom theme to align with brand identity and optimize user experience. The team will enhance the store with tailored apps and seamless integrations to automate tasks and improve efficiency. Performance optimization will ensure faster load times and higher conversion rates. We implemented a secure payment gateway integration that will streamline transactions, while tailored shipping configurations simplify the shipping process. A complete Shopify SEO setup improved search engine visibility, and third-party app integrations further enhanced functionality, providing a seamless and enhanced customer experience.