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Industry: Finance / Wealth Management
Location: France
Size: 5 → 20 employees
Positioning: Premium firm, investment group
Auguste Patrimoine is an investment group and wealth management firm based in Paris. After several disappointing experiences with other agencies, Benjamin and his team wanted to completely rethink their digital strategy. We supported them end-to-end with a 360° web strategy.
Project Challenges
Auguste (historically an investment platform called VisonR) wanted to shift from a SaaS-oriented product to a premium service offer—and build a digital presence designed to generate qualified leads.
The project challenges were twofold:
- Marketing side: clarify the offer, better target the ideal personas, and create messaging aligned with this new premium positioning.
- Technical side: develop an autonomous site, fully SEO-optimized, and built to evolve seamlessly alongside the company’s growth.
Project Objectives
How to reposition a wealth management service from a SaaS offering to a premium service, while creating an autonomous, SEO-optimized website that drives qualified traffic?
Digidop Approach
Although our partnership has been ongoing since 2022, the initial engagement followed six key steps:
1. Strategy & Positioning
Framing workshops to redefine the brand DNA, target personas, and key messaging. Then, implementing an inbound web acquisition strategy designed to attract and convert through SEO, content, and an optimized user journey.
2. Complete Branding
- Naming: creation of “Auguste Patrimoine”
- Visual identity: logo design, brand guidelines, and iconographic system
- Domain acquisition and technical infrastructure setup
3. UX/UI Design
Creation of wireframes and high-fidelity designs integrating a conversion-focused journey, trust-building elements, and an optimal experience across all devices.
4. Webflow Development & CMS
CMS-first and component-first Webflow development to ensure high performance, scalability, and fast page template reuse.
5. Technical Optimization
Implementation of best practices for SEO, web accessibility, and keyword density/relevance optimization.
6. Team Training
Hands-on training so the team can manage, update, and duplicate content independently—without technical dependencies.
Results
- Top 3 for “wealth management firm”
- Top 2 for “financial advisor Paris”
- 100% team autonomy for site management and evolution
And what happened next?
Following the success of this project, Auguste Patrimoine evolved into Groupe Avant-Garde. We now support Benjamin and his team with the group’s digital strategy, applying the same premium positioning and performance standards across their other brands.
