Secure Trust,
Drive Financial Innovation

Websites
Digital Selling Machines™
for Banking & Finance
We work with Banking & Finance brands like yours
Supercharge your sales process

Curator

Master Financial Product Displays

The Curator enhances the presentation of financial products and services, making complex offerings such as loans, investment portfolios, and insurance policies easily understandable. High-quality visualizations and structured information help clients make informed decisions, crucial in building trust and transparency in financial dealings.

Key Features

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Champion

Amplify Financial Expertise

The Champion leverages digital storytelling to highlight your institution’s financial expertise and successful client outcomes. This Avatar enhances your reputation by showcasing your track record in helping clients achieve financial success, making your services more appealing to potential clients looking for reliable financial advice and management.

Key Features

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Connector

Facilitate Seamless Financial Transactions

The Connector integrates advanced transaction tools and interfaces that make financial interactions smooth and secure. Whether it’s online banking or portfolio management, this Avatar ensures that clients can easily navigate their financial activities with enhanced security features, minimizing the risk of errors and increasing overall transaction efficiency.

Key Features

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Customizer

Personalize Financial Solutions

The Customizer provides tools that allow clients to tailor financial products to their specific needs. Interactive calculators and configurable investment options empower clients to simulate different financial scenarios, helping them make choices that best fit their financial goals and risk preferences.

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Closer

Enhance Deal Closing Efficiency

The Closer incorporates digital contracting and e-signature capabilities to streamline the finalization of financial agreements. This Avatar reduces the time from decision to action, crucial in finance where market conditions can change rapidly. Automated follow-ups ensure that clients are reminded of necessary actions, facilitating a quicker closure process and improving overall conversion rates.

Key Features

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Custodian

Maintain Long-Term Financial Engagement

Post-transaction, The Custodian ensures ongoing engagement with clients through financial education webinars, updates on market trends, and personalized advice portals. This Avatar helps maintain client relationships by providing continuous value and reinforcing trust, ensuring clients feel supported in their financial journey and are more likely to return for additional services or recommend the institution to others.

Key Features

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Digital Selling Machines™
both “sell” and “scale”

Digital Selling Machines™ combine the things that make salespeople great with the things that make websites great
– giving you an unfair advantage that translates into more leads and more sales.
Navigation Toolbar Top
Traditional Websites

Generic list of products

Rarely differentiated

Low trust without interaction

Basic analytics

Limited customization

No decision support tools

Few offers or promotions

Lacks ongoing engagement tools

Scalable, Repeatable & 24/7

Basic CRM Integration (Forms)

Self-serve / “Buy Mode”

Positive Dynamic
Digital Selling Machines™

Tailored solutions based on customer needs

DSMs focus on understanding individual customer needs and preferences, providing personalized product recommendations that match specific requirements and enhance customer satisfaction.

Clearly differentiated value proposition

DSMs highlight the unique selling points of each product or service, using detailed descriptions, comparisons, and user-generated content to differentiate offerings and make the value proposition clear.

Trust built with testimonials, case studies etc.

By integrating testimonials, case studies, and reviews into the sales process, DSMs build trust and credibility with potential customers, showcasing real-world success stories and user satisfaction.

Advanced engagement analytics

DSMs track and analyze user engagement, using this data to continually refine and improve the user experience, ensuring that content and recommendations remain relevant and effective.

Interactive solution customization tools

DSMs offer tools that allow users to customize products and services to their specific needs, enhancing user engagement and satisfaction by providing a personalized experience.

Calculators, comparison charts, guides

DSMs provide tools like calculators, comparison charts, and detailed guides to help users make informed decisions, simplifying complex information and making it easier to understand the benefits of different options.

Uses lead magnets, special offers, promotions

DSMs attract and convert leads by offering incentives like lead magnets, special offers, and promotions that are tailored to the user's interests and stage in the buying journey.

Engagement via apps, portals, communities

DSMs maintain customer engagement through various channels like mobile apps, customer portals, and online communities, providing multiple touchpoints for interaction and support.

Scalable, Repeatable & 24/7

Digital Selling Machines™ run 24/7 and will scale to meet the varying needs of your diverse customers and prospective customers in real-time through mass personalisation.

Rich CRM Integration & Personalization

Digital Selling Machines™ are tightly integrated with CRMs to ensure customer information is saved and leveraged in real-time across all relevant channels.

Self-serve / “Buy Mode”

Digital Selling Machines™ can be engaged with at the appropriate time, pace and terms as deemed by the customer. The customer is in control, simply guided to the appropriate outcome.

Briefcase
Salespeople

Solutions based on experience

May highlight differentiation

Establishes trust through rapport

Limited tracking and analysis

Basic customization capabilities

Advice-based support

May offer discounts or incentives

Inconsistent Engagement

Very difficult to scale

Moderate CRM Integration

Not self-serve / “Sales Mode”

What Our Clients Say

They have a great balance of being both commercial and creative. They’ve got the technical expertise but they really go beyond with the mix of both design and commercial understanding so we can really build something that’ll achieve the desired outcome of the business. They worked with us through that. Additionally, we're impressed with their strategy. They didn’t intend to build a site that’d be demolished in a couple of years’ time. Their team is being scalable so they’ll reuse the work that they’ve done previously to build. They don’t have to restart. This shows that they’re being very careful with our money as well. Additionally, we’ve had a great flow in sales. We’ve had $7 million worth of preorders since we went live. This is far exceeding our expectations and targets. The fact that it flowed and worked well without any errors is a win.

Matthew Muller
CMO, LAVO

The team has been amazing to work with. As someone who doesn’t have a solid background in media and communications, they’ve been able to get me through the process. They make things very easy to understand, and they’re agile and responsive to our needs. We’ve had really tight timeframes, and they’ve come up with out-of-the-box, intuitive solutions to offer our stakeholders during COVID. They’ve always been accessible and able to bring me on the journey very quickly, allowing me to understand web development, web design, and why we do things the way we do. They’ve come up with solutions I never would’ve thought of that have been fantastic and absolutely hit the mark.

Robyn Littlewood
CEO, Health & Wellbeing Queensland

Company stakeholders and business partners were pleased with the website's new design, highlighting its UI/UX clarity. The team's workflow was great, with members taking charge of any issues whenever the client needed them. Overall, the team proved to be instrumental in the project's success.We had several meetings first discussing concept & design of the new face of LifeX. We also discuss the core elements for new website where we need to capture online application and user experience. We use Figma to capture the concept & design and the key deliverables. Our business partners love the new design of the website. Peers also love the clarity of our new website.

Allen Wu
CEO, LifeX

Since the launch of our website in February, we have seen it make great gains when it comes to audience figures and attracting quality leads throughout the site. With the digital realm changing everyday, Evolut have been working closely with me and my team on improving the website to better attain and qualify potential leads, always ensuring that the site's mechanics, creative and analytics are kept up to speed with industry standards. I am very pleased with the level of service that I receive from Evolut and their genuine interest in our products and brand.

Helen McCabe
Marketing Manager, Suzuki QLD
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Digital Selling Blueprint™

Start your Digital Selling Journey with your personalized Digital Selling Blueprint™.
Each Blueprint is personalized based on your unique profile, current challenges and goals and includes:
  • Sector Profile/Blueprint
  • Recommended Content Strategy
  • Recommended Digital Tools
  • Recommended Sitemap
  • Your Digital Selling Maturity Score (optional)
  • Digital Selling Roadmap (optional)
Get my Digital Selling Blueprint™

DSM-Blueprint

DSM™ in Action

See how we’ve helped other professional services firms to evolve their websites into
Digital Selling Machines™.
Curator

Blog / News

Champion

Team Profiles

Testimonials

Brand Videos

Connector

Solutions

Calculators

Go
Go
Curator
Champion

Testimonials

Brand Videos

Connector

Advanced Forms

Guided Selling

Calculators

Go
Driving incredible results & experience
Curator

Blog / News

Champion

Persona Pages

Connector

Advanced Forms

Solutions

Calculators

Resource Library

Custom Directory

Interactive Map

Chatbot

Personalization Engine

Customizer

Product Configurator

Closer

Lead Magnet/s

Custodian

Mobile App

Loyalty & Rewards Programs

Customer Portal

Go
Go