TPC Financial Group Ltd.

Retainer website improvements launch for a long term client

TPC Financial Group Ltd. (TPC) provides comprehensive financial plans across Canada to help people achieve their financial goals. Their custom plans for professional and personal finance cover all the bases from incorporation to retirement. Upanup was excited to work with TPC to redesign and develop their website, and we continue to grow our relationship with them by providing ongoing services through our monthly retainer. 

Visit TPC Financial

TPC Financial Website

Services Provided

  • Accessibility
  • Accessible Design
  • Content Strategy
  • Project Management
  • Integrated Online Tools
  • Website Improvements
  • Accessible Design

The Challenge

TPC strives for a high level of web accessibility to ensure all users can navigate their site and find the information they are searching for. They looked to us when they wanted to know the current state of their website's accessibility and how to improve it. To assist them with this, we regularly connect with the TPC team and provide recommendations and maintenance services to keep their website running smoothly and improve it for their users. 

Accessibility is factored into everything we do at Upanup. We use the WCAG 2.1 AA standards as guidelines for our work, however, it is important to maintain a site’s accessibility after launch. Learn more about accessibility
 
Additionally, to enhance their users’ experience and create internal efficiencies for their team, TPC wanted an online tool that could provide support and information to those that were trying to decide if professional incorporation was the right decision for them.

TPC website homepage
TPC Incorporate tool

The Solution

To assess the TPC's website accessibility, we decided to perform an accessibility audit. This service includes doing a full site review from a development and design perspective to find areas of the website to improve. Some examples of these improvements include control and button visibility, descriptive link titles and alt text, and button hover capabilities. Once we identified these issues, we submitted recommendations for TPC's approval and then implemented fixes on the live site. 
 
To further meet the needs of their users, we worked with TPC's team to create an interactive “Should I Incorporate?” tool directly on their website. TPC provided us with valuable information that was to be included within the tool, and Upanup designed and developed so it was accessible, easy-to-use, and seamlessly matched their existing website. Users go through several steps with multiple choice questions and the tool populates a recommendation based on the user’s responses. 

View the tool here!

TPC picture, people sitting at a table
Writing at a desk

The Results

We provided TPC with an in-depth report based on the findings from the accessibility audit. This report included recommendations to ensure issues do not arise in the future, as well as a plan for the next few months and how we could implement our action plan to make their website meet the ideal accessibility standards. 
 
The new interactive tool on TPC's website has proven valuable to their users, providing a range of considerations and the reasoning behind them when deciding to incorporate. The tool is used not only as a way to provide users with valuable information, but also allows for their responses to be submitted to TPC. This in turn lets users schedule a meeting for a complimentary consultation with a TPC advisor to help potential clients take the next step in planning.
 
Upanup’s monthly retainer services provide our clients with peace of mind knowing we are performing ongoing updates and maintenance on their website. It allows us to look for ways to make improvements to their website to ensure it remains modern and valuable to their users. Our retainer also includes marketing services to help our clients reach their business and marketing goals. 

Contact our team today to learn more about our retainer services or to book an accessibility audit.