Challenge Mark Rosenbaum is the Managing Partner of one of Portland, Oregon's most respected financial services firm — Rosenbaum Financial, LLC. For more than 50 years, Rosenbaum Financial has made service and independent advice the cornerstone of its work. Over the years, the firm's experience has grown to incorporate insurance, investments, estate planning, and business succession planning. How can Mark and his team leverage the firm's website to clearly communicate the breadth of financial services they offer, and their in-depth approach towards meeting their client's objectives? Mark contacted BayCreative for help. We listened and learned how Rosenbaum Financial conducted business. We understood the vision Mark and his team shared which set the firm apart from a crowded field of financial service providers. And they in turn relied on BayCreative to design and develop that vision through their website.
Click here to see some pages from this site.Click here to view Mark's remarks to website visitors.
BayCreative Solution BayCreative lead a workshop with the Rosenbaum Financial team to understand the requirements they had of the website, and the experience they wanted prospective and existing clients to have during each visit. The content incorporated into the website appeals to both the individual/family investor, as well as the corporation or organization. We incorporated a brief "welcome" video from Mark Rosenbaum that we shot on the balcony of his home overlooking the beautiful Portland landscape. That video set the tone for what website visitors could expect when they put their trust in Rosenbaum Financial. BayCreative put in motion it's team bringing to life the Rosenbaum Financial website. BayCreative's designers, writers, illustrators, animators, videographers, production artists and project managers all came together to create a website that reflects the Rosenbaum Financial difference: professional, independent, informative, and service-oriented.