Case Study: Equity Trust achieves 400+ new leads and a responsive, scalable CMS with Kentico

Equity Trust - Customer Case Study

Equity Trust, a leader in self-directed IRAs and 401(k)s, engaged agency thunder::tech to modernize its keystone website with a mobile-first design, multi-system integration and a deeper content hierarchy. The project required a flexible, organized CMS and configuration tools to scale with custom document types and editable regions, present educational content for users of varying knowledge levels, and directly integrate forms, leads and purchase history with Salesforce while enabling campaign and lead-scoring triggers.

thunder::tech delivered a responsively designed site with 20+ reusable templates, a company blog, multiple CTAs, a digital bookstore/event registration area, interactive learning tools and custom e-commerce checkout with Authorize.net, plus web-farm deployment and Salesforce integration for PPC and microsite ROI tracking. The launch produced a fully vetted responsive experience, more than 400 new leads in the first weeks, a blog supporting 12+ authors, and robust calculators and tutorial videos; Kentico CMS provided the e-commerce, web-farm and content flexibility required.

Equity Trust