Empowering Growth Through Innovation: The Alaris Acquisitions Platform

Client

Alaris Acquistions

Services

Web App Development

Industry

Finance

How a Custom Web Application Opened New Avenues for Engagement and Lead Generation in Wealth Management

Technology

Webflow

Wized

Xano

Loops

Hubspot

MixPanel

About Alaris

The Alaris Mission

Alaris Acquisitions supports wealth management firms across the United States, facilitating partnerships primarily through acquisitions. Their goal is to be the industry’s trusted resource, achieved through continuous innovation and meaningful support.

The Challenge

Alaris possesses a wealth of data on buyers and deep industry insights. However, until now, they’ve been able to share this value only with clients actively engaged in their services. This limitation raised a crucial question: how can Alaris connect with prospects who aren’t yet ready for the acquisition process? In short, how can they reach top-of-funnel leads?

The Solution

developed

innovative,

user-friendly

web application

that’s

free

access.

The

platform

allows

users

identify

potential

buyers

that

match

their

criteria

through

advanced filters

calculate

their

company

valuation,

and

access

comprehensive

M&A

knowledge center

The Impact

By lowering the barrier to entry, the web app became a powerful lead generation tool. Publishing educational, industry-specific content increased organic traffic, establishing Alaris as an authority in M&A and driving SEO performance. This approach engaged firms previously uncertain about acquisition, sparking new interest and conversions as they recognized Alaris’ value in guiding their growth.

Services

Discovery & Strategy

Webflow Development

Wized Development

Xano Development

Deliverables

User Authentication

Advanced Tracking

Interactive Map

Data Visualisation

Gated Content

CMS Management

Valuation Calculator

We collaborated on this project with Dops Digital Agency, that produced the fantastic design.

Two step sign up process for increased conversions - powered by StudioForm.

Interactive map

An interactive map that’s easily updatable via Webflow’s CMS, achieved using mapbox.io

Custom filters

Interactive live filters to help sellers find buyers that match their criteria.

Understanding Users at a Deeper Level

Alaris aimed to gain a more comprehensive understanding of users and their firms. Recognizing that a lengthy onboarding process could deter sign-ups, we proposed a two-step approach: an initial onboarding followed by an optional, more detailed “business profile” form. This additional profile form allows users to receive a more accurate valuation estimate, encouraging them to share relevant business details without overwhelming the initial experience.

M&A Knowledge Center

An SEO optimised knowledge centre with the ability for users to add articles to their reading list.