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Case Study · Financial Advisory

Marcus Tan

As Associate Director, Marcus Tan leads a financial advisory team in Singapore. We built a site that speaks to clients and future team members at once.

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The Marcus Tan website, built by Ditrapoint, shown on a laptop and a phone
Client
Marcus Tan
Industry
Financial Advisory
Services
Website Design, Website Development
Location
Singapore
Built By
Ditrapoint

Client Profile

Who They Are

Marcus Tan is an Associate Director, a financial consultant and an estate planning professional, and an authorised representative of AIA Financial Advisers Pte Ltd. A close friend introduced him to financial advisory after his first year at university, and relationships have been the foundation of his career since, with clients and with the people on his team.

The team mixes students and mid-career switchers, guided by his values of empathetic leadership, mentorship and room to grow. He holds industry awards and memberships, and although his advisory work targets medium to high net worth individuals, he serves a wide range of clients.

The Brief

What We Set Out To Do

Two audiences on a single page is a difficult brief. Prospective clients want an adviser they can trust, and people considering joining the team want to know what working with him is like. The site had to serve both without splitting in two.

Marcus's portrait sits over a team photo with a short promise and a Contact Marcus button, followed by three paragraphs on how he found the industry and how he works. A logo grid shows his awards and memberships with their years, a photo slider and a Browse Team Gallery button present the team, and leadership, mentorship and growth get a block apiece. A grid of client quotes leads to the closing invitation to get in touch and schedule a conversation.

Our Solution

What We Built

  1. 01

    Team Photo Hero

    Marcus's portrait over a team photo, with a short promise and a Contact Marcus button.

  2. 02

    Marcus's Story

    Three paragraphs about how he found the industry and how he works, with a photo.

  3. 03

    Awards And Memberships

    A logo grid showing the year each award or membership was received.

  4. 04

    Browse The Team

    A photo slider of the team, with a Browse Team Gallery button.

  5. 05

    Three Values

    Leadership, mentorship and growth opportunities, each with a photo and a short paragraph.

  6. 06

    Client Quotes And Closing Call

    Client quotes in a masonry grid, then a final section inviting the visitor to get in touch.

The Finished Site

Scroll Through The Home Page

The full page as it looks on a desktop screen. Scroll inside the window to see every section.

The Marcus Tan home page, top to bottom

Our Work

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