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Di Patrimonio Conseils — The partner for your wealth strategy, for transparent and tailor-made management

We worked alongside Elie Di Paolo, wealth management advisor and founder of Di Patrimonio Conseils, to design a clear and professional online identity. The site was created to reflect its values of transparency and trust, while presenting its tailor-made wealth management services and facilitating access to educational resources for its customers.

See the site

30 days

Duration of the project

100%

Satisfaction rate

95%

Site performance

Presentation of the project

Creation of the Di Patrimonio Conseils site

A website designed to meet the needs of Elie Di Paolo and his customers

A fluid and functional site architecture
For Di Patrimonio Conseils, we designed a website structured to reflect the values of Elie Di Paolo: transparency, trust and expertise. The main objective was to create a platform that was easy to navigate, with a clear hierarchy between the services offered. The site was designed to allow visitors to quickly access essential information: the various offers of heritage support, educational resources, and personalized advice. Each section of the site is designed to make it easy for the user to find what they are looking for, while showcasing the skills of Elie Di Paolo.

Understanding demand and a tailor-made approach
At the heart of the project, the challenge was to meet the specific needs of Elie Di Paolo in terms of content and accessibility. We worked hand in hand to translate its values and approach in the construction of the site, while anticipating its long-term content creation ambitions (articles, training courses, educational resources). Although temporary images are currently present, priority has been given to the clarity of the structure and the establishment of a robust and intuitive blog. The site is designed to evolve with the needs of the firm, allowing easy management and continuous updating of resources.

A website focused on the user and added value

Pages dedicated to wealth management services
For Di Patrimonio Conseils, we have set up a site structure that places services at the heart of the user experience. Each area of intervention — from wealth management to financial investment, including coaching and training — has its own dedicated page. These pages, designed with a clear and detailed architecture, allow each visitor to easily understand the firm's offer, its support methods and the associated benefits. The objective was to simplify the customer journey while highlighting the expertise of Elie Di Paolo at each stage.

A blog to promote expertise and create a relationship of trust
At the same time, we have developed a robust and flexible blog section, ready to host numerous articles on various topics related to wealth management. This section will allow Elie Di Paolo to regularly publish educational content, thus offering added value to its visitors while strengthening the credibility of the firm. The structure of the blog has been designed to offer simple navigation thanks to filters adapted to different customer profiles: individuals, investors, or even those looking for financial advice. By offering clear and detailed articles, the site will allow Di Patrimonio Conseils to build a relationship of trust with its future customers, by providing them with concrete answers to their financial concerns.

A flexible and adaptable design to future developments
Although temporary images are present at the moment, the focus has been on the flexibility of the design. The architecture of the site is designed to evolve with the needs of the firm, facilitating the addition of new content and services as the activity develops. The site was thus designed as an evolving tool, which will support Di Patrimonio Conseils in its long-term growth while guaranteeing an optimal user experience.

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