---
title: Website for financial advisors: Firma
url: https://www.caputagency.com/en/portfolio/firma-advisory/
language: en
description: Firma Advisory case study: website design and content for an independent treasury and banking consultancy serving CFOs and investors. Read the full case.
---

Financial advisory · Company website

# Firma Advisory

Website design and content for an independent treasury and banking consultancy that works with CFOs and investors.

[See the live website: firmaadvisory.com](https://firmaadvisory.com)

![Firma Advisory services page on desktop, with the headline about treasury and banking consulting](https://www.caputagency.com/assets/img/cases/firma-advisory-desktop-1440.jpg)

![Firma Advisory services page on a phone, with the headline and the service overview](https://www.caputagency.com/assets/img/cases/firma-advisory-mobile-780.jpg)

## The problem

FIRMA Advisory is an independent treasury and banking consultancy for CFOs, founders and investors, headquartered in the US with experience across Latin America and Europe. They hired us to design the website and organize its content.

The offer is technical: liquidity, banking relationships, cross-border treasury, payment systems. A CFO who arrives from a search won't read an essay. They need to understand in seconds which problem the firm solves, see that the person running it has the experience to solve it and have a simple way to ask for a meeting.

## How we approached it

- **A clear promise at the top**: The homepage says what the firm does and for whom in one sentence, with the team's experience and a 30 minute call as the next step.

- **The offer organized in layers**: Service areas, solutions by client type and engagement models, each with its own page, so visitors choose by their problem and not by jargon.

- **Content that shows judgment**: An insights section and a portfolio section that show how the firm thinks before the first meeting.

- **A technical SEO foundation**: Page structure, metadata and speed set up so each service can rank for its own search.

## Result

The website is live at firmaadvisory.com, with a page for each service area and each client type, and a direct path to book a call from any page. Each service has its own page, ready to rank for its own search.

If your company sells complex professional services, such as advisory, consulting or financial services, the principle is the same: say in one sentence which problem you solve and for whom, show who is behind it and leave a single next step. The technical detail goes on its own pages, for those who look for it, not on the homepage.

We publish figures only once they are measured and the client approves them.

[See the live website: firmaadvisory.com](https://firmaadvisory.com)

## Services in this project

- [Web design](https://www.caputagency.com/en/services/web-design/)
- [Copywriting](https://www.caputagency.com/en/services/copywriting/)
- [SEO](https://www.caputagency.com/en/services/seo/)

Industry: [B2B marketing agency for professional services](https://www.caputagency.com/en/industries/professional-services/)

## More case studies

- [Zummo](https://www.caputagency.com/en/portfolio/zummo/)
- [Tessera Partners](https://www.caputagency.com/en/portfolio/tessera-partners/)

## Shall we talk about your sales?

Tell us what you sell and to whom. We reply on WhatsApp within one business day.

[Get your free diagnostic](https://www.caputagency.com/en/free-marketing-audit/) · [Message us on WhatsApp](https://wa.me/5491164369687?text=Hi%2C%20I%20saw%20the%20Firma%20Advisory%20case%20study%20page%20and%20I%27d%20like%20to%20talk)