Prosperis is a regional Independent Financial Adviser & Employee Benefit Consultant based in Leeds. They offer innovative and objective advice, forming valued relationships with their clients, both businesses and high net worth individuals.

I worked with Prosperis for over four years. I managed the development team that designed and built the first two iterations of their public-facing website.

The site was generally a simple brochure site built on the Umbraco CMS and optimised to target prospects in the financial planning/financial adviser space. Prosperis had an in-house website editor that worked on the CMS who I worked with directly. 

Because the site provided regular financial information, the site was highly focused on Email marketing, sending financial updates directly to the inboxes of the people interested in the money industry.

We developed secure data capture forms, which entered contact information directly into an eCRM email marketing application developed by myself and used by many clients.

Email marketing was the key pillar of their communication strategy to both existing Prosperis clients and prospects.

The email database system would allow staff to automatically clean the database and update contacts as well as handling spam replies and subscription requests. 


Project Details

Company Size: Medium

Type: Website Build and Email Marketing Management platform. 



Responsive Website5

A C# Development

Umbraco 7 CMS

Using "mailmanager' which was an email marketing/eCRM application written by myself. 



Up-to-date financial information

Secure forms

Handles thousands of email contacts

Email broadcasts twice a week

Automated template creation from blog and news posts created on the site