PXL Associates are a longstanding business who offer a range of financial products, including insurance, mortgages and commercial finance.
PXL’s owner, Howard, came to us after the business had only a landing page for many years, and wanted to develop it’s online presence and make the running day to day of the business smoother and more productive.
The website we designed showcased the many products and services that they offer, and highlighted the excellent service that they provide. However the jewel in crown is it’s appointment system. Howard wanted a system where potential clients can book phone or video call consultations with advisors for the services they require. They select a time and date and the service they are interested in, then the administration team confirm the appointment and send them an online fact find form for them to complete before their appointment. An SMS system is in place to remind users of their appointment to reduce no-shows, and a messaging system is available for advisors to follow up and keep in touch with customers after their appointment with contracts and other information. Howard and the team have found the system invaluable in bringing in and converting new business, and has transformed the day to day running of their business.