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Bozeman Web Design Portfolio

Financial Education Inc.

Their Story

Financial Education Inc. (FinEd) is the industry leader in educational webinars for banks, credit unions, and hospice workers. FinEd was having trouble with their outdated site and wanted to simplify their workflow. Ultimately, FinEd wanted to simplify their workflow, reduce recurring fees, and streamline their webinar sharing process.

The JTech team worked hard to build a streamlined website that reflected the expertise and professionalism FinEd requires as an industry leader.
Financial Education Inc. List View

What We Did

Financial Education Inc. List View
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What We Did

During FinEd’s website development, we wanted simplicity to be echoed through their website design. This idea was applied to everything from improving their partner association’s ability to sell webinars to integrating QuickBooks for better accounting and payment management. 

Notably, we gave FinEd the ability to:
  •  Allow their partners to create and customize unique websites to sell FinEd’s webinars
  • Access automated sales reports
  • Do a large part of their accounting in the admin portal with custom, accounting-focused features
  • Manage their customers, webinars, and websites easier with an admin portal web app
  • Talk with customers via live chat

Before FinEd came to JTech, their site had plugins and third-party software, making their site management complicated, time-consuming, and expensive. We have made their business more scalable by simplifying everything into one website/web app that accomplishes everything it did before (and then some). 
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Webinar checkout view
Webinar checkout view

Success

FinEd is an industry leader, and we want them to remain in that position. With their newly updated website and simplified workflow, FinEd is prepared to successfully continue educating workers across the United States.

JTech is proud of the website we created for Financial Education Inc. We are excited to see how their new website allows them to grow.

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