Overview
Aureon brings more than fifteen years in finance and saw a thirty percent lift in client engagement after the new site. The firm has served more than one thousand two hundred high net worth individuals and eighty five corporate clients with advisory services that safeguard assets and drive sustainable growth.
- Assets Managed five hundred million dollars
- Increase in conversions twenty four point three percent
- New clients onboarded after launch sixty four plus
Challenge
The legacy WordPress site was cluttered and failed to showcase expertise in wealth management, cross border asset protection, and M and A. The interface lagged industry standards, conversions were minimal, and organic visibility was weak.
Key Issues
- Outdated look and feel that did not reflect a premium advisory brand
- Poor information architecture that hid critical services and confused visitors
- Clunky navigation that hurt user journeys
- Weak SEO signals that limited discovery in search
- Platform constraints on WordPress that slowed iteration and governance
Goals
- Create a high converting and refined site experience for premium clients
- Migrate from WordPress to HubSpot CMS for scale, speed, and SEO
- Deliver search focused copy that brings qualified traffic and drives inquiries
Solution
Surge rebuilt Aureon on HubSpot CMS with a performance first design system, compliant templates, and a content model aligned to service lines and buyer intent. Mustafa led the migration, development, and governance setup.
What We Delivered
- Custom HubSpot theme with responsive layouts and modular sections
- Clean semantic markup and lightweight interactions for faster load and better Core Web Vitals
- Service line architecture that clarifies offerings and routes users to the right CTA
- Search optimized copy tailored to financial intent and compliance needs
- Technical SEO including redirects, structured data, canonical control, and sitemap hygiene
- Compliance ready components including a sticky disclaimer banner where required
- Analytics and CRM alignment for lead quality tracking inside HubSpot
Before vs After
| Aspect | Before | After |
|---|---|---|
| Platform | WordPress with limited scalability and governance | HubSpot CMS with modular theme, content governance, and integrated CRM |
| Design | Slow, dated UI and weak UX that stalled conversions | Refined premium visuals with clear paths to contact and consultation |
| Copywriting | No clear messaging for core offerings | Conversion focused copy that maps problems to services and next steps |
| SEO | Thin signals and low visibility for competitive terms | On page and off page program that lifted traffic and intent matches |
| Compliance | Static disclaimers that hurt UX | Sticky banner pattern that meets legal needs without blocking content |
| Performance | Mobile load about seven point two seconds with poor vitals | Mobile load about one point six seconds with all core metrics in good range |
Copy that Connects and Converts
Surge reworked Aureon messaging to align with user intent and search demand while keeping a premium tone.
- Clarity and conversion focus with action oriented CTAs on each service page
- Keyword targets such as cross border tax mitigation and M and A integration that lifted high value rankings
- Original service content to avoid duplication across wealth management, legacy planning, and migration
- Case story and testimonial framing that increased inquiries
SEO Strategy
Financial head terms are dominated by global institutions. We pursued precision themes that match Aureon strengths.
Target Themes
- Cross border inheritance tax planning
- Family business succession strategies
- Tax efficient asset relocation international
- Multigenerational wealth preservation
Content System
We built a knowledge center with topic hubs. Each hub includes a deep guide and an FAQ that addresses common concerns. This hub and spoke model builds topical authority and helps visitors self select.
Technical SEO and Compliance
- Schema for financial services and FAQs
- Auto generated sitemap segmented by service
- Redirect plan to preserve equity
- Canonical rules to prevent duplication
- Sticky disclaimer pattern to satisfy legal teams without hurting engagement
Results
Performance
- Mobile load reduced from seven point two seconds to one point six seconds
- Core Web Vitals moved to good across the board
- Server response time improved by sixty eight percent
Business Impact
- Overall traffic up forty three percent within three months
- Organic visibility for targets up sixty four percent
- International traffic up eighty seven percent
- Bounce rate improved from sixty eight percent to thirty two percent
- Contact form submissions up sixty four percent
- Qualified leads up fifty two percent based on CRM data
Search Wins
- Forty six target keywords moved to page one
- Featured snippets earned for seven service queries
- Local visibility improved for office locations
- Rich results active for FAQs and services
- Ranked number two for cross border wealth migration services from outside top one hundred before launch.