Case Studies

Client Background/ Brief:

ClientWise is the premier executive and business coaching firm working exclusively with financial professionals. Settled at New York, USA.

They specialize in helping clients optimize growth and maximize revenue by engaging as a knowledgeable partner in accomplishing specific and significant business results. Our full-serviceTheir coaching programs empower financial advisors, wholesalers, managers and executives to enhance performance through customized, action-oriented solutions based on each client’s specific vision and situation. Drawing from an in-depth knowledge of the financial industry, ClientWise’s mission is to professionally develop industry leaders and consistently raise the bar for industry service. Simply put, ourtheir singular focus is to help you get clear, get focused, and get results.

Business Needs:

As per client requirement, below are business needs:

  • To create corporate web content management solution.
  • Easy navigation for visitors
  • Ease of maintenance for content managers
  • Cloud hosting
  • Sales force integration for managing CRM.
  • Blog for posting an articles related to business coaching and financial services
  • Newsletter subscription for getting updates

Solution Developed:


PHP-MYSQL | WordPress | HTML | Jscript | Salesforce integration


  • Extensive platform
    • Detailed content management for articles regarding financial services and business coaching
    • Detailed bio of clientwise professional team.Popular cigar list
  • Online client interaction with inquiry form
  • Smooth traversing through the web platform
  • Blog subscription

Benefits Realized:

Demographic Data driven website which can build –

  • Customer Driven Approach
  • Credibility
  • Ease of Customer Interaction
  • Maintainability
  • Prospective clients can learn about business coaching and financial services
  • Generate leads

Case Study Title:

CMS for Business Management Consultant




Financial services & Business coaching.

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