Case Study - Schneider Financial Group

Online Presence Well-Tailored To Its Most Valued Assets – Its Clients

Executive Summary
Schneider Financial Group is a member of Woodbury Financial Services, a Hartford Financial Services Company. Woodbury Financial has the backing and support of the Hartford, yet is an independent dealer/broker, dedicated to meeting the needs of its independent representatives, and their clients-like you. The Hartford Financial Services Group is a well-respected name that millions of customers have trusted since 1810 to help provide financial security and prosperity. Schneider Financial Group’s goal is to have a significantly positive impact on the financial well being of its clients.

The Challenge
Schneider Financial Group needed to establish an online presence by showcasing its own service offerings and local image, while maintaining the affiliation and recognition of the well respected Hartford Financial Group. Intellavia was selected by Schneider Financial Group to develop and introduce schneiderfinancial.net.

The Solution
Intellavia worked closely with Schneider Financial Group by listening and fully understanding the business needs and goals set forth by the group. We provided simple, workable solutions that helped Schneider Financial Group introduce its offerings, attract and maintain the quality clients it serves.

Results
Putting our solutions to work, schneiderfinancial.net now has an online presence well-tailored to its most valued assets – its clients; and the ability to professionally serve and help plan for its clients’ futures as well as its own.

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