Project Overview

Wescott Financial Advisory Group wanted to develop a lead qualification tool called Perfect Score. This tool would allow users to answer survey questions about their financial status and future goals, and then route them to information about financial services plans that met the potential clients’ needs. Our agency partner DDC came to us to lend a hand.

Qe developed the Perfect Score calculator as a survey engine employing criteria-based routing using JavaScript, while using ExpressionEngine as the backend. We also assisted in updating the content and layout of the site while maintaining their branded look and feel.