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Website for Complex Financial Products for Apex

Financial services marketing and e-commerce challenges solved

APEX Financial Services Hero Image

Introducing the Story of APEX Financial Services

APEX Financial Services provides complex business valuation, asset appraisal, cash flow and revenue streams financial consulting, gross merchandise value (GMV), and opinion services to a variety of industries, businesses and professions, with an emphasis on valuation of intangible assets.




APEX Financial Services Logo
Apex screenshot

The Challenge

During the pandemic, APEX needed a new channel to act as a thought leader and influencer, educating prospective buyers about the highly-specialized appraisal services available through APEX, including Equity Compensation, Purchase Price Allocations, Goodwill and Asset Impairments, Ownership Succession, Gift and Estate Taxes, and ESOPs.

The client had a modest budget and needed a website that was professionally designed and easy to maintain. O8 determined that Squarespace was the best fit for the client's specific requirements.

Our Solutions

O8 built a customer experience-focused website on the Squarespace platform, which provides excellent functionality for small businesses and startups looking for a simple, cost-effective, and scalable website or e-commerce platform. Although many retailers choose the Squarespace platform for its point-of-sale (pos) online store functionality, this platform has ideal pricing for a first website for financial institutions, even if they do not require payment processing for online sales.

O8 also conducted keyword research and search engine optimization to drive traffic to the site for APEX’s highly specialized financial services appraisal offerings.

O8 developed a content strategy that included highly technical — and search engine optimized — blogs and an email campaign to the company's customer base.

The Results

Flexible, Visually Appealing Website

APEX used O8’s user experience (UX) and financial services marketing expertise to develop a clean, easy-to-navigate omnichannel experience that establishes credibility, highlights APEX’s entrepreneurship and technical financial services expertise, and features an ecosystem of multiple, clear calls to action.