E-Business Consulting
eBusiness Consulting
Unmatched thought leadership
As expectations for dynamic, interactive online experiences continue to rise, Boston Financial has developed a full range of consulting services and digital solutions to foster cost-effective growth and enhance investor and advisor engagement. Our strength lies in our ability to develop flexible solutions that tightly align with the digital strategies of our clients.
Refined New Account Setup
529 Redeem Directly to Schools
Enhanced Portfolio Summary
Enhanced Portfolio Summary II
CONSULTING SERVICES
- Full site redesign and ongoing support, design and maintenance
- User experience and site analysis
- Focus group and full site usability studies
- Social media consulting and analysis
- E-Delivery and E-Adoption consulting, analysis and campaign management
- Digital marketing campaign analysis and management
DIGITAL SOLUTIONS
- Online transaction systems and related technologies
- Ongoing website design, support and maintenance
- Digital strategy, design and usability
- Digital marketing (e.g. e-mail, text alerts, chat, etc.)
- Mobile web and application-based solutions
- Social media monitoring and execution
For more information, please contact:
Brian Melter, 617.483.8238 or bmelter@bostonfinancial.com
Doug Billings, 617.483.9411 or dbillings@bostonfinancial.com
Siobhan Lomba, 617.483.9459 or slomba@bostonfinancial.com