A demonstration of how we structure a financial services site, built on an invented firm so nothing has to be anonymised.
Open demoGlobal Wealth is a fictional firm. This is a demonstration site built by NewGenTech to show an approach — it is not a client project and no part of it represents real client results.
Showing prospective clients what you would build for them is unexpectedly hard in financial services. Real client sites are the obvious answer, but a new agency does not have a portfolio yet, and anonymised screenshots communicate almost nothing about structure. So we built a firm that does not exist and gave it the site we would argue for.
Global Wealth is invented. The name, the team, the propositions and every figure on it are fictional, and the site says so. That is a feature rather than an apology: because nothing is confidential, the whole thing can be public and explored end to end, rather than presented as three careful screenshots with the client's name blurred out.
What it demonstrates is a structure. Financial services visitors arrive with a specific and slightly awkward question — can I trust you with money — and most advisory sites answer a different one, leading with services when the visitor is still deciding whether the firm is real. Global Wealth leads with the people, their qualifications, and what the firm does and does not do, then moves to services, then makes booking available from every page rather than parking it on a contact form at the end.
Decisions worth recording
Trust before services
Named people with real-looking credentials appear before the service list. A visitor deciding whether a firm is credible cannot evaluate a service description yet, so leading with services asks a question they are not ready to answer.
Booking on every page
Intent does not reliably peak on the contact page. Making the booking flow available wherever the visitor happens to be convinced removes a navigation step at exactly the wrong moment.
Fictional, and labelled as such
Every number is invented, and the site says so plainly. A demo that looks like a case study is worse than no demo, because it converts a presentation problem into a credibility one.
Why it matters
This is the closest thing to a specification for how we build financial services sites. When a proposal references structure — trust signals first, booking everywhere, plain statements of scope — this is the page showing what that means in practice rather than in adjectives.
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