Institutional trust, built to comply.
A high-performance corporate presence for one of Ireland’s leading award-winning financial brokerages, serving first-time buyers through to business clients.
Visit the live site →efs.ie
01 The brief
Engage Financial Solutions is a Central Bank of Ireland regulated brokerage operating from Blackrock, Co. Dublin, providing mortgages, life and income protection, retirement planning, wealth management, savings and investments to both individual and business clients.
The work went well beyond template implementation: restructuring the entire CMS architecture from the ground up, engineering multi-step conversion funnels for each service vertical, and holding strict GDPR and Central Bank compliance across every digital data collection point.
Compliance had to be structural, not bolted on afterwards.
02 Service architecture
A deep service tree that had to stay navigable for a first-time buyer and a retirement investor alike.
Mortgages
First-time buyers, moving home, switching, self-build and buy-to-let, each with its own pathway.
Insurance
Mortgage protection, life, income, critical illness, group and business cover.
Financial planning
Tax planning, inheritance, wealth management and retirement.
Retirement
Annuities, ARFs, PRSAs, company and personal pensions, and bonds.
Savings & investment
Savings plans, investment strategies and investment bonds.
Online application
An integrated apply flow connected to the brokerage’s application platform.
03 Outcome
Each service area has its own dedicated landing page with tailored conversion pathways, so a first-time buyer lands on a page designed specifically for their needs while a business owner researching group protection takes an entirely different journey.
Data hierarchy, trust signals and user flow were shaped by what a regulated brokerage is required to demonstrate, rather than retrofitted once the design was settled.