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Halliday Financial
Sophisticated financial advisory platform built with PayloadCMS, featuring dynamic content management, multi-location support, and professional client engagement tools.
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Project Overview
Halliday Financial Group, a family-run financial advisory firm, needed a sophisticated digital platform that would reflect their professional expertise while providing dynamic content management capabilities. The platform needed to showcase their holistic financial planning approach, multi-location presence, and 'people-first' philosophy.
Key Results
100%
Content Management
Client-manageable content
95+
Page Load Speed
Performance score
15+
Dynamic Components
Flexible content blocks
2
Locations Supported
NY office locations
The Challenge
Financial advisory firms require websites that build trust and credibility while being easily manageable by non-technical staff. The challenge was creating a platform that could handle complex financial service offerings, team profiles, location-specific content, and compliance requirements while maintaining a professional, approachable design that reflects their oak tree symbolism of growth and stability.
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Our Solution
We developed a comprehensive financial services platform using PayloadCMS as the core content management system. The solution features dynamic content blocks, flexible team management, service offering templates, multi-location support, and integrated contact forms with lead tracking. PayloadCMS enables the client to easily update content, manage team profiles, and modify service offerings without technical expertise.
The Results
Enhanced professional online presence, streamlined content management for the team, improved client engagement through dynamic content, and increased lead generation through optimized contact forms and service pages.
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Project Gallery
Key Features
PayloadCMS dynamic content management system
Flexible content blocks and components
Multi-location business support with dynamic location pages
Dynamic team profiles and biography management
Service offering templates with rich content editing
Integrated contact forms with lead management
Client portal access integration
Financial compliance and disclosure management
Professional trust-building design elements
SEO optimization for financial services
Responsive design for all devices
Custom field types for financial data
Technologies Used
Cms
PayloadCMSDynamic FieldsCustom CollectionsAdmin Dashboard
Frontend
Next.jsReactTypeScriptTailwind CSS
Features
Dynamic Content BlocksMulti-location SupportTeam Management
Compliance
Financial DisclosuresFINRA CompliancePrivacy Protection
Seo
Local SEOFinancial Services SEOSchema Markup
Cloud
VercelCDNDatabase Management
“The new platform perfectly captures our family firm's approach to financial planning. The PayloadCMS system makes it incredibly easy for our team to update content and manage our growing practice.”