AURELIS Private Capital — A trusted digital experience for wealth advisory
Rethinking the digital experience of a private advisory firm through an understated identity, a premium editorial platform and a smart qualification journey.
- Client
- Concept interne CRELIVO — cabinet fictif
- Industry
- Finance privée · Conseil · Technologie
- Year
- 2026
The challenge
AURELIS Private Capital is a fictional firm, created by CRELIVO to demonstrate its method. No real client is involved. The challenge: build a digital space that inspires trust, clarifies a complex offer and qualifies incoming requests. — Private finance websites are often cold, generic and hard to understand. — Qualified prospects need reassurance before a first conversation. — Teams lose time handling unqualified requests. — Complex financial content must become accessible without losing its sophistication.
The approach
Digital strategy and art direction: quiet luxury, contemporary architecture, precision. A palette of deep black, graphite, ivory, stone beige and a subtle champagne gold. Contrast between an editorial serif and a precise sans-serif. Original abstract visuals — colonnades, porticos, horizons — with no banknotes, stock charts or handshakes. Slow motion design: fades, drawn gold lines, gentle depth, disabled when users prefer reduced motion. A calm, precise, confidential tone of voice, with no financial promises.
The solution
— Bilingual FR/EN website: home, approach (four-step timeline), expertise, demonstration editorial insights, confidential contact. — Secure form: client- and server-side validation, accessible error messages, spam protection, rate limiting. — Optional pre-qualification: objectives, horizon, type of meeting, contact preference. — CRM automation: every request is stored, categorised by area of expertise and given a status (priority, qualified, to review). — Understated bilingual confirmation email. — Protected admin dashboard to review and update requests. — Guardrailed AI guidance assistant: it explains the service and points to a meeting, but declines any personalised investment, tax or legal advice. — Technical SEO (metadata, Open Graph, hreflang, ProfessionalService structured data), accessibility (contrast, keyboard, labels) and fully responsive layouts.
The results
Qualitative outcomes — demonstration, no measured data: — A more coherent brand experience. — A more structured contact journey. — A clearer presentation of services. — Easier request qualification. — A foundation ready for more personalised client relationships. Deliverables: digital strategy, art direction, visual identity, multilingual website, confidential form, qualification journey, CRM automation, guardrailed AI assistant, admin dashboard.
