How to transform a wealth management firm into a premium and “AI-ready” digital brand?
The excellence of tailor-made wealth advice.
Finoffice is an independent wealth management consulting firm (CGP) that supports managers, entrepreneurs and liberal professions.
With a unique hybrid expertise combining finance, real estate and private assets, Finoffice manages the interests of more than 1,000 clients. Their mission: to design sustainable wealth strategies in a changing fiscal and legal environment.
High-level expertise masked by a digital presence that is too institutional.
Despite more than 20 years of field experience, Finoffice's online presence did not reflect the technical and premium nature of their services.
- Visual identity: A lack of relief in the face of modern Fintech and Family Office players.
- Readability of the offer: A difficulty in getting their 4 pillars (Financial, Real Estate, Private Assets, Advice) to coexist without losing the user.
- Conversion: A customer journey that is not very encouraging for making qualified appointments.
- AI visibility: An ultra-competitive “YMYL” (Your Money Your Life) sector requiring an irreproachable semantic structure to be cited by AI engines.
A global redesign to combine historical credibility and technological modernity.
- Brand strategy: Re-working storytelling to affirm the positioning of “Long-term trusted partner”.
- UX/UI design: Creation of a simple, elegant and high-end interface.
- Webflow development: Setting up a fast, secure and scalable site.
- AEO/GEO architecture: Structuring data to dominate the responses generated by AI on wealth.
- Copywriting: Simplifying financial jargon to maximize pedagogy and engagement.
A method based on clarity and authority.
- Audit & Immersion: Analysis of customer segments (Entrepreneurs, Families, Investors) to define specific paths.
- Information architecture: Structuring the site by “Expertise” and “Profiles” for intuitive navigation.
- Art Direction: Use of premium visual codes (statutory fonts, refined iconography) to instantly reassure.
- Content Strategy: Creation of a resource center (News, PLF 2026, Reporting) to establish the authority of the firm.
- IA-ready™ optimization: Implementation of the AEO (Answer Engine Optimization) framework to be the reference source on tax and investment issues.
A business tool at the service of customer relationships.
- “Family Office” Visual Universe: An AD that inspires serenity and financial solidity.
- Dynamic CMS: Simplified management of monthly reports and tax intelligence articles.
- Conversion path: Integration of contact tunnels segmented according to need (Real Estate vs Financial).
- Performance Tech: An ultra-lightweight site (Clean Code Webflow) for an SEO score and a frictionless user experience.
Becoming the go-to answer for ChatGPT, Perplexity, and Gemini.
The financial sector is scrutinized by algorithms. We have deployed a structure AI ready™ specific:
- Semantic layering: Advanced Schema.org markup for “Investment Advice” entities.
- Structured content: FAQ and blog posts optimized for featured snippets and AI summaries.
- llms.txt file: To guide AI crawlers to the most relevant information from the firm.
Make the firm master of its communication.
We trained Finoffice teams so that they could manage their growth independently:
- Autonomous update of resources and tax news.
- CMS collections management for customer testimonials and expertise.
- Best practices to maintain SEO/AEO performance over the course of publications.
A solid growth driver for the next 20 years.
The new Finoffice site is not only “beautiful”: it is a strategic asset. By aligning their digital image with the excellence of their advice, Finoffice strengthens its credibility with wealthy clients and ensures first-rate visibility in the era of AI research.
Finoffice now has the platform that its status as an independent leader requires.
Et si votre site devenait lui aussi un levier de croissance ?
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We work on both, but our area of genius is clearly located in the redesign.
Working from an existing site allows us to analyze what is already working, identify real points of friction, and optimize structure, content, and performance with precision.
The result: decisions based on concrete data, not on hypotheses.
Each project starts with a strategic framework phase.
Then, we design the structure, content and interface in a logic of measurable performance, with clear support until the launch and beyond.
Yes.
SEO, content, and structure are never treated separately.
We work on architecture, messages and content to respond to both search engines, AI engines and end users.
We work mainly with startups, scale-ups, SaaS, firms and B2B businesses, in France and internationally. The common point: a need for clarity, credibility and performance.
Webflow is our core expertise, but never isolated. We also work on the strategy, brand identity, SEO/AEO, migration and post-delivery growth.
See our services of Webflow site creation And of maintenance & growth.
Norry supports B2B companies, SaaS and demanding services on Webflow projects with high business challenges. Our combined approach strategy, UX, branding, SEO/AEO and Webflow development, with a clear objective: to transform your site into a growth driver.
To find out more, discover our approach in strategy and positioning.
