Page Structure
- Hero Banner – Value proposition, regulator credentials, CTA to request full due diligence pack.
- At-a-Glance Metrics – AUM, client tenure, capital adequacy ratios, uptime, security certifications.
- Compliance Overview – Licences, regulatory regimes, reporting cadence, key policies.
- Risk Management – Governance framework, risk committee details, third-party audits.
- Technology & Security – Infrastructure outline, data residency, penetration testing highlights.
- Product Fit – Solutions matrix mapping investor segments to features.
- Testimonials & Case Snapshots – Quotes with compliance-approved context.
- Documentation CTA – Gated form to download detailed DDQ, SOC reports, financial statements.
- Contact Module – Named relationship manager, calendar link, SLA expectations.
Copy Prompts
- What regulator(s) oversee this product and when were licences acquired?
- How do you segregate client funds and monitor capital adequacy?
- What certifications validate your security posture (ISO, SOC, PCI)?
- Which risk frameworks guide investment or lending decisions?
- What onboarding and training do relationship managers follow?
Assets to Prepare
- PDF DDQ with version control and approval logs.
- SOC2 / ISO certificates with expiry dates.
- Recent audit summaries and compliance letters.
- Information security overview slide deck.
- SLA documentation and escalation contacts.
Governance Tips
- Update metrics quarterly and align with investor relations outputs.
- Embed compliance approval notes in CMS revisions.
- Maintain distribution list showing who has downloaded sensitive documents.