Kanaly Trust goes for the direct approach online

FWR Staff

18 September 2007

Texas wealth-management firm's website features small, talkative executives. Houston-based Kanaly Trust new website features online multimedia applications from Schipul's Tendenci software in a bid to make a quick and lasting impression on clients and prospects.

Personal touch

"We wanted something truly unique that stands out in the marketplace, as we do with the highly personalized services we deliver, and this new site is the result," says David Doll, president and CEO of Kanaly Trust. "The new site has more in common with the best customer-service companies in the world than with a typical financial-service firm's website."

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Indeed Houston-based Schipul's applications let Kanaly use some presentation techniques found on some big-name corporate websites. From the viewer's perspective it boils down to a website with unusually large swathes of white space and people popping up on screen to make speeches.

These audio-video presentations, featuring many of Kanaly's executives, are meant to create an instant personal connection between the website's visitors and the firm. Schipul's content-management system also lets Kanaly's employees keep the site's content fresh.

Kanaly Trust caters to executives, business owners, professionals and retirees. It has around $2 billion in assets under management. -FWR

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