Welzia Management

Launch date: September 2005

Client:
Welzia Management is a private investment bank specialist in risk management with assets valued at 350 million euros.

Objectives:
Create a corporate portal which would act as a “shell” around the private client area, containing corporate information, and to develop an area dedicated to online training in wealth management.

To achieve these objectives the following was proposed:

• An information structure which facilitates navigation around the content
• Creation of a ticker with up-dated information on fund developments
• The creation of a micro-site exclusively dedicated to training activities (www.welziaformacion.com)
• The development of an e-learning platform for its courses which would allow user tracking

Technology:
Client programming: the principal tools used on the clients side were:

• HTML and CSS for content presentation
• Javascript for the dynamic ticker

Server programming: amongst the developments, those noteworthy were:

• Remote content managers for the news section
• E-learning platform which allows statistical tracking by users (number of visits, pages most visited, where on the course they currently are, results of the auto-evaluation tests…)

Tracking:
The results, up till now, have been very positive as the online training course has received a large number of registrations, easily exceeding the initial client expectations.

Furthermore, thanks to an offline promotion campaign associated with the development of the training course and the website, an excellent penetration of specialised media has been achieved.