Stiver Financial Services

Predesign
Client

Stiver Financial Services

Link

Click Here

Scope

Designed & developed a private customer portal for their clients, including:
– Customer dashboard page
– Personalized contact form
– File download page
– Sub-page template
– Integrated customer accounts and personalized pages with their company info and logo

Our work for Stivers Financial Services also comprised of a comprehensive training on managing their customers through the website administration pages.

We are Financial Un-Complicators for you.

We really understand this complex business world, and are able to communicate to you financially what it means in yours. Ours is an amazing team that supports the mission and vision of positioning you better. We are passionate about what we do. We are the team you hire who instigates the change.

What truly sets us apart is that we are the designers, implementers, and service managers of the plans on an ongoing basis.  So when (not if) your personal situation or business changes, then we are able to help morph your financial tools, business, and personnel to match your current conditions while still maintaining the integrity of your personal and business long term objectives.