Transforming Alexander Funds’ Digital Presence: A Success Story

About Alexander Funds

Alexander Funds is a trusted funds management firm operating in the financial services sector, with a focus on delivering investment solutions that meet strict industry compliance standards.

The company recognised that its existing digital infrastructure was not meeting the expectations of modern investors or regulatory requirements. Their website, a primary touchpoint for clients, failed to deliver the seamless experience that competitors offered. To address these challenges, Alexander Funds partnered with Lupo Digital to overhaul its website, setup and integrate with HubSpot to empower its digital strategy, Smart CRM, marketing, sales and customer service functions.

Industry: Financial Services / Investment Management

Major Challenges

Outdated Website and User Experience

• Their existing website lacked a modern design, easy navigation, and clear content structure, leading to poor user engagement.

Compliance with ASIC Standards

• Operating in a regulated financial market, Alexander Funds needed to ensure their website adhered to ASIC standards while maintaining brand credibility.

Content Management and Scalability

• Managing website content updates was complex due to the lack of an easy-to-use platform, making scaling and editing content time-consuming.

How we
Solved it

HubSpot Website Development

• Lupo Digital developed a custom-built website using a pre-selected HubSpot CMS Theme, configured to match Alexander Funds’ branding and technical needs​.
• Configured global header, footer, and HubSpot blog settings for consistent branding across all pages​.

Customised Modules and Templates

• Built custom modules, including:
  • Product Details Page Templates with modular layouts for fund performance and details.
  • Custom Line Charts and interactive features to showcase investment performance​.
• Designed pages for core business needs such as:
  • Home, About, Our Funds, Awards, Sustainability, Contact, and multiple Product Detail pages.

Improved User Experience and Navigation

• Implemented modern design features inspired by leading financial firms such as Vanguard, Macquarie, and Allan Gray​.
• Enhanced navigation with intuitive menus, clear CTAs, and seamless content flow across mobile and desktop devices.

Compliance and Scalability

• Ensured the website aligned with ASIC standards, maintaining regulatory compliance​.
• Delivered a scalable content management system that empowered Alexander Funds’ team to manage updates effortlessly.

HubSpot CRM and Marketing Setup

• Implemented HubSpot CRM for seamless data integration and lead management.
• Customised contact properties, lead views, and dashboards to enhance sales team efficiency.
• Integrated marketing features like landing pages, forms, email workflows, and automated reporting.

The Results

Improved Website Performance

• Launched a fully customised, mobile-optimised website on HubSpot CMS, enhancing load times and user experience.

Enhanced Brand Credibility

• A modern design with clear messaging and intuitive navigation significantly improved user engagement post-launch.

Content Efficiency

• The new HubSpot CMS enabled the Alexander Funds team to manage content updates quickly and efficiently, streamlining the update process.

Compliance with ASIC Standards

• The website now meets all regulatory requirements, reinforcing Alexander Funds' reputation as a credible and trustworthy firm.