We’re thrilled to announce that SoBold has been nominated as a finalist for an award at The Drum Awards for Marketing. 

We’ve been nominated for our team’s outstanding work developing RedeWire, a unique, “game-changing” online portal for global financial services business Rede Partners LLP.

The Drum Awards for Marketing

The Drum Awards for Marketing are intended to highlight agencies and marketing teams that truly understand their clients. Focusing on outcomes, not outputs, these awards are designed to celebrate teams who have demonstrated the measurable value their work has delivered for their clients.

We’ve been nominated as a finalist in the transformation category. This category rewards creative and innovative thinking from agencies who have created a change in model or product to enhance experiences for their clients and their end-users.

The criteria on which the finalists were selected for this category included:

• Innovation
• Creativity
• Clear strategic thinking
• Effectiveness
• Tangible results. 

We’re incredibly proud to be named as a finalist for this award, especially since innovation, creativity, and strategic thinking are qualities that we actively strive to put into every project we work on for our clients. 

“Game-Changing” Innovation – the RedeWire Platform

Global private equity (PE) fundraising advisory firm, Rede Partners, has a mission-critical process of keeping a large network of limited partner investors (LPs) updated with relevant, timely information about opportunities to invest in client funds.

The previous method of communicating this information to LPs was a large static PDF doc, produced once per quarter, shared with LPs via email. That approach is standard within the fundraising advisory industry, with many of Rede’s competitors using a similar approach. 

But the Rede team recognised this needed to become more engaging for their clients, and our team here at SoBold provided an opportunity to innovate and transform this process.

We worked closely with Rede’s stakeholders to understand their challenges and define a clear set of strategic objectives. This allowed us to identify a way to remove this long-winded, one-way communication process with LPs and create a dynamic, interactive online portal.

RedeWire is the first of its kind, and has been identified as a “game-changer in the industry” by Rede’s LPs. 

RedeWire successfully met Rede’s complex set of requirements, allowing them to: 

• Make a critical client engagement process increasingly efficient and effective 
• Provide each user with a personalised experience that includes tailored investment information and updates
• Obtain more data about user engagement and leverage that to improve other services
• Accelerate and increase investment in client funds, driving significant commercial growth for the firm
• Use an industry-first digital tool to gain significant competitive advantages.

The portal has already exceeded expectations for adoption, as it has made one of Rede’s critical points of communication with investors more efficient, effective, and engaging. 

Check out our case study to learn more about the RedeWire platform here. 

What they Had to Say 

Gabrielle Joseph, Head of Due Diligence and Client Development at Rede Partners LLP, said:

“Originally conceived as a game-changer within our industry, we are thrilled with the outcome of RedeWire and have had several clients highlight how intuitive and easy to use the platform is.”

“Throughout the project, SoBold clearly understood our vision and provided thoughtful solutions to our needs. Choosing to partner with this team was one of the best decisions we’ve made, and we couldn’t be happier. We look forward to continuing to work with the team as the site evolves.”

One early adopter of the RedeWire platform also provided highly positive feedback, saying:

“This is a massive time-saver for everyone. I can’t believe how fluid and user-friendly it is. It will be a useful tool in 2023. We’re super impressed.”

Waiting for the Results  

The results will be announced at the live awards show on June 15, 2023, in London. Congratulations must also go to our fellow finalists, Yodel Mobile, Braze, and Coterie Marketing. 

Please keep your fingers crossed for us until then, and keep an eye out for the results this time next month! 
In the mean-time, you can discover how financial services businesses should approach bespoke web development projects to successfully embrace digital transformation here.

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As a business in the financial services industry, you have to navigate a range of sector-specific challenges that make it difficult to meet current user expectations with technology. This article will explain why a bespoke development project is often the most effective way to solve those challenges, and provide guidance on how to approach such a project.

For a long time, apprehension towards cyber security and data protection, alongside challenges with decades-old legacy systems, meant that many businesses in the financial services sector were a bit behind the technology curve. Banks and other financial services companies weren’t typically known for their impressive websites or sleek digital processes, at least not until fairly recently. Those days are long gone now, though, as digital transformation and technology-driven innovation have changed the financial services industry forever. 

Today, both your clients and employees alike expect a seamless digital experience when interacting with your services and processes. And meeting these expectations has become increasingly important over the past 10 years or so, as the more traditional finance businesses have faced disruption from trends like FinTech and digital banking. 

But whether you’re a long-standing financial institution, or an early-stage FinTech start-up, there’s a common priority among businesses in this industry – you simply must keep up with the pace of technology in order to stay relevant with your customers and maintain your competitive edge.

Changing Demands from Your Audience of End-Users 

The technology trends we’ve highlighted there will have caused you to shift large parts of your business model online over the past few years. Consequently, that will have created a range of new challenges for you.

Self-Service 

Whatever services or products you provide, your clients now expect the same convenient, effortless experience they’re used to with the technology they use on their smartphones every day.  

When interacting with businesses, most people want to be able to do everything for themselves online, ideally without having to interact with a sales-person or customer service rep. If you can’t enable this self-service in a simple and efficient way, your customers will be left frustrated. 

Cyber Security and Data Protection

The amount of data passing through your business is mind-blowing. All that data can be placed at risk if any technology attached to your corporate network is not secure. When you’re working with such highly sensitive financial data and strict industry regulations, all your technology must be highly secure.

Responsive Design 

Your digital systems need to be highly intuitive, dynamic, and, perhaps most importantly, simple and easy-to-use. That should ideally be the case for all systems, both client-facing and internal. 

User Retention 

If your current website feels clunky, unintuitive, or difficult to navigate, your clients will not hesitate to go elsewhere. While that may have been acceptable with cumbersome legacy systems in the financial services market 20 years ago, it’s simply not an option today.

People will leave a company’s website forever after one poor experience. This demonstrates just how important an excellent user experience (UX) is in retaining your user base.

Similarly, with internal systems like staff training portals or corporate knowledge bases, a poor UX will stifle adoption and usage of the technology. In turn, that will have a negative impact on your return on investment (ROI). 

Using Bespoke Development to Overcome Business Challenges 

In order to break down those barriers and overcome those challenges, many of the leading financial services companies have developed websites that are entirely bespoke. 

Modern enterprise systems need to be dynamic, intuitive, and user-centric. Delivering on all those attributes often requires bespoke development, especially in an industry as nuanced and complex as financial services. 

Your customers, partners, and clients must be able to interact with your services and access their data online, from anywhere, at any time. Not only that, but they also expect personalised content, tailored to their specific needs or challenges, at every stage of their user journey. 

For that reason, it’s often necessary to take the route of a bespoke development project to ensure that your business gains exactly what it needs – and that your users get exactly what they want – in terms of both functionality and capability. 

This covers all the possibilities and ensures your digital presence is tailored to your specific business objectives, the preferences of your users, and unique requirements, including:

• A bespoke website that differentiates you from your competitors
• An online portal, either for training internal users or providing a more engaging experience for your clients
• A new platform that can better integrate with your legacy systems
• A new content management system (CMS) that can provide greater flexibility and scalability 
• A way to transform time-consuming, inefficient manual processes into a unique, easy-to-use digital tool.

Whatever it is your business requires, you can follow the simple, proven process outlined below to ensure your investment in new technology is a successful one.

How to Approach a Bespoke Development Project for a Financial Services Business 

Understand the Purpose of What You’re Building

The first thing you need to do is reach a clear understanding of exactly what you’re trying to achieve with your website. Whatever you’re looking to build, it should align with, and support, your company’s strategic business objectives. 

It should also meet a specific need or solve a specific challenge for the users it’s aimed at. This will help you begin to determine exactly what you need in terms of design, usability, and any other bespoke functionality. 

Define Your Requirements in a Project Brief 

A brief is a simple written document that lists all the key ideas and details you think are relevant to the website or platform you’re looking to build. Use this to list all your functional and non-functional requirements, as that will make the project as clear as possible for the design and development agencies you speak to. 

Try to be as specific as possible to give yourself the best chance of having the project delivered on time, within your budget, and to your bespoke specifications. Without that specificity, you’ll likely be disappointed and could even end up drastically over-spending.

For a comprehensive guide to creating a brief that will set you up for a successful web design and development project, read our useful article here. 

Evaluate Your Technology Options 

In most cases, you’ll use a content management system (CMS) to build your bespoke site. This is a type of software-based platform that allows you to create, edit, and publish digital content across a range of online channels and devices.

Every bespoke development project will be different, so you should aim to select the CMS that best aligns with your objectives, requirements, budget, and other factors.

For example, WordPress is fast-becoming the platform of choice for many forward-thinking financial services businesses, because of the flexibility and fast time-to-market it offers.

To learn more  about how to understand and evaluate the enterprise CMS options for bespoke development, read our helpful related article here.

Find and Select an Agency Partner 

Building, managing, and maintaining a high-performance website in the current technology landscape can be very complex. It requires a wealth of expertise and experience, and also takes time. For that reason, the vast majority of businesses work with a web design and development agency to bring their vision to life. 

The choice you make about which agency to partner with will have a significant influence on the success or failure of your project, so approach this decision with a great deal of care. 

When you’re dealing with such a high volume of sensitive financial data, you must find an agency that understands and respects the critical nature of the work they’ll deliver for you. 

You should consider the following qualities as non-negotiable for your an agency: 

• Proven financial services sector experience and success 
• A strong track record with complex bespoke development projects 
• A long-term partner who can advise and guide you to make the correct decisions
• Certifications and accreditations 
• Compliance with financial services industry regulations
• Secure hosting, with back-up, disaster recovery, and risk mitigation plans
• Security built into the core of every project 
• Automated monitoring, maintenance, and support services
• Ongoing updates and optimisation for your platform
• Training and learning to help you gain maximum value from your investment. 

What Are the Key Components of a Successful Bespoke Development Project in the Financial Services Sector?

There are some key components of a web development project that you can specifically include in your requirements before you speak to any agencies. These will ensure you minimise your risks and mitigate potential problems, both during and after the delivery of the project. 

You should use these as criteria when assessing your agencies and your technology platform, as they should all be non-negotiable for any business in the financial services sector.

Hosting and Performance 

Hosting refers to the physical and virtual data centres used to house your website. It’s crucial to ensure your site will be hosted in a secure environment, with an experienced, trustworthy provider, because this will have a significant influence on things like security and performance. You’re likely expecting to deal with a high volume of data and a large audience of users, so it’s crucial to ensure your website or platform can handle that. 

Enterprise-Grade Security 

Security is not an after-thought, it’s a critical priority. From your choice of hosting services, to your data back-up and disaster recovery, right through to the frequent testing of your live site. Always place this at the very top of your list of questions when speaking to an agency or a technology provider about developing something bespoke.

Personalisation

Providing your users with personalised services and content is another crucial capability for modern financial services companies, but not all platforms can facilitate this. 

In order to ensure your end-users are having their experiences tailored to each individual, some bespoke functionality could be necessary.

Scalability and Multi-Site Development

As business growth is likely one of your key strategic objectives, your site must be able to support that. A scalable platform will allow you to seamlessly expand your online presence as your business grows and your needs change. 

Integration with Back-End Systems 

Like most financial services companies, your corporate network probably includes a variety of old and new systems and applications across all your different departments. If you’re going to have something new developed, you’ll need to build it on a technology platform that can seamlessly integrate with all those relevant systems. 

Ease-of-Use 

Whether or not a technology solution is a good investment or a bad one often depends on how easy it is to use, both for your team internally and your end-users. Usability is a key criteria 

Time-to-Market

One of the great advantages of developing a bespoke site is that you can continue to iterate and improve it based on user feedback. However, you’ll want to ensure you’re able to do so quickly and efficiently. 

Working with an agency, and a technology platform, that enables a fast time-to-market with your development projects is an important part of the process in terms of achieving positive ROI.

Ongoing Development and Optimisation

Following on from the previous point, your web development project shouldn’t stop at the delivery and deployment of your solution. Once your site is live, measure and analyse its adoption and usage. You can use that feedback to continue optimising its capabilities and functionality for the best possible results.

The Business Benefits of Bespoke Development  

While technology does create its fair share of challenges for businesses that are unprepared or unwilling to adapt, it also presents a vast range of opportunities to those who embrace it. 

A bespoke development project delivers something entirely unique and specific to your business, giving you a range of benefits and advantages, including: 

• Improving your internal UX, creating greater operational efficiency
• Improving your external UX, providing more convenient, intuitive services to customers 
• Streamlining mission-critical processes to reduce costs 
• Building enterprise-grade security into the core of your systems
• Enabling real-time interactions with data 
• Increasing customer retention and loyalty 
• Achieving competitive differentiation
• Accelerating business growth. 

In Summary

Financial services has always been a highly competitive industry, but with recent technology trends and changing consumer behaviour, it’s now more important than ever to have a strong, user-centric digital presence.

Not only do your clients and partners demand their data be handled in a secure, compliant way, they also expect a seamless, consumer-grade performance from all digital processes and services they use. Unexpected down-time, poor UX, or any similar frustrations will leave your customers unsatisfied and may put their loyalty in question.

In order to avoid these challenges and minimise your risks, it’s important to find the right agency, with the right technology, to create a website tailored to meet your strategic objectives and exceed your clients’ expectations.

To learn more, read our comprehensive guide to understanding and evaluating the enterprise options for bespoke development here.

Discover how global private equity advisory firm, Rede Partners LLP, transformed a time-consuming manual process into a game-changing client-facing online portal here.

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Digital markets have experienced significant growth and dominance by a few companies and their platforms, raising concerns about competition, consumer choice, and data access. To address these issues, both the European Union (EU) and the United Kingdom (UK) have introduced regulatory reforms.

The EU has implemented the Digital Markets Act (DMA) and the Digital Services Act (DSA), while the UK has proposed the Digital Markets, Competition, and Consumer Bill (DMCCB) and the Online Safety Bill. 

We’ll look at the regulatory approaches taken by the EU and UK, highlighting similarities and differences in scope, applicability, the importance of consent and how to get started with compliance.

Data privacy regulations in the European Union 

The Digital Markets Act applies to companies designated as “gatekeepers” by the European Commission. Gatekeepers are the owners and providers of what the Commission identified as core platform services (CPS), such as search engines, social networking services, video-sharing platforms, and cloud computing services. 

Companies designated as gatekeepers must carry out self-assessments to determine that they have met and continue to meet both quantitative and qualitative criteria. The list of gatekeepers may grow or change over time based on these criteria. 

The quantitative criteria include a minimum annual turnover of €7.5 billion in the EU and at least 45 million active monthly users on the relevant platform or service in the last three financial years. Qualitative criteria consider the impact, importance, and market position of the CPS provider.

The DMA’s requirements are similar in many respects to those of the EU’s General Data Protection Regulation (GDPR), but are broader in some ways, addressing additional access to and uses of end users’ personal data. 

Data privacy regulations in the United Kingdom 

The Data Protection Act 2018 (“DPA”) covers the general processing of personal data in the UK and came into force on 25 May 2018, just before the EU GDPR took effect.

Following the end of the Brexit Transition Period, the EU GDPR became part of UK law through the European Union Withdrawal Agreement, and the Data Protection, Privacy and Electronic Communications Regulations 2019 (Exit Regulations). 

The EU GDPR gave rise to the UK GDPR, which came into force on January 1, 2021, as the EU GDPR no longer protected UK citizens’ data. It includes the provisions of the EU GDPR with only minimal changes to the core principles, rights and obligations for data protection.

The UK GDPR and the DPA 2018 (amended version) are now the principal data protection regulations in the UK. They require businesses to protect individuals’ data, obtain consent to collect and use it, and protect data subjects’ rights.

The Privacy and Electronic Communications Regulations (PECR) implemented the EU’s ePrivacy Directive (Directive 2002/58/EC) and sets out privacy rights relating to electronic communications. The PECR came into force in 2003 and .

The “British DMA”: Enter the Digital Markets, Competition, and Consumer Bill (DMCCB)

In the U.K., Parliament has yet to pass the British equivalent of the DMA, the Digital Markets, Competition, and Consumer Bill, or the DSA equivalent, the Online Safety Bill.

The DMCCB applies to digital commercial operations in the UK or affecting the UK market, which are deemed to have Strategic Market Status (SMS). The definition of a digital activity is broad and includes any service provided via the internet. 

To qualify as an SMS, a firm must meet criteria such as conducting a digital activity linked to the UK, having substantial market power, and holding a position of strategic significance. Turnover thresholds of £25 billion global turnover and/or £1 billion UK turnover are also considered.

Obligations and requirements

European Union: Digital Markets Act

The DMA imposes various behavioral obligations on gatekeepers. These include allowing third-party interoperability, granting access to user-generated data, promoting fair competition, and prohibiting preferential treatment of the gatekeeper’s services. 

Gatekeepers must appoint compliance officers and submit annual compliance reports to the Commission. 

Additionally, gatekeepers are required to inform the Commission about mergers (any “intended concentration”  irrespective of whether they’re notifiable under the EU Merger Regulation or national merger rules. (DMA Art. 14.).

United Kingdom: Digital Markets, Competition and Consumer Bill

Strategic Market Status (SMS) firms in the UK will be subject to strict behavioral obligations under the DMCCB. These obligations revolve around fair trading, open choices, trust, and transparency. 

The specific requirements will be tailored by the Digital Markets Unit (DMU) and the Office of Communications (Ofcom), the regulatory bodies overseeing the DMCCB and the Online Safety Bill, respectively. 

SMS firms must also report proposed acquisitions meeting certain thresholds to the DMU.

EU vs. UK processes

European Union: (Digital Markets Act)

The EU’s legislative-driven model designates gatekeepers based on size and imposes behavioral expectations through regulation. The European Commission develops and enforces these requirements for compliance from gatekeepers.

United Kingdom: Digital Markets, Competition and Consumer Bill (DMCCB)

The UK’s approach involves more regulatory discretion. The DMU and Ofcom determine if a company has Strategic Market Status and tailor specific remedies accordingly. This approach allows for a more flexible and tailored oversight of digital platforms.

Participatory regulation

In the UK, both the DMU and Ofcom adopt a participatory regulation approach. This means regulators work closely with target companies to develop behavioral expectations and codes that can be enforced. The companies conduct their own Duty of Care analysis, which is reviewed by regulators that provide guidance and work collaboratively to define behavioral codes.

This means that beyond what’s defined by the two regulations, gatekeepers and SMS are required to determine their own privacy requirements to apply to third-party businesses using their services.

The importance of consent management for EU, EEA and UK companies

While both the European Union’s Digital Markets Act (DMA) and the United Kingdom’s Digital Markets, Competition and Consumers Bill (DMCCB) emphasize the significance of obtaining user consent for data processing activities, there may be variations in specific requirements and implementation.

To address these differences and get ready for data privacy compliance, follow these steps:

1. Understand the regulations

Familiarize yourself with the specific consent requirements outlined in both the DMA and DMCCB. Identify any variations in terms of lawful bases for processing, explicit consent, and additional obligations.

2. Assess your website or online platform’s data processing

Assess your organization’s data processing practices and identify any areas of noncompliance. Scan your website and check its degree of GDPR compliance.

3. Implement a leading European consent solution

Choose a consent management platform that enables GDPR and ePrivacy-compliant user consent collection and signaling for DMA compliance. Ensure that the CMP provides features such as granular consent options, secure recordkeeping, and user-friendly interfaces.

The specifics of CMP implementation do depend on what platforms you’re using, like your CMS, as well as other tools, including Google Tag Manager and other services. Cookiebot CMP is flexible, has direct integrations with leading website platforms, and can be installed with just a few lines of JavaScript. There’s also a cookie WordPress plugin.

4. Customize consent banners

Tailor the consent banners displayed on your website or online platform to meet the specific requirements of each regulation. Provide clear information about data processing activities, purpose specification, and the ability to manage preferences.

5. Update your privacy policy

Review and update your privacy policy to align with the requirements of the DMA and/or DMCCB. Include details about the types of data collected, the purposes of processing, parties with access to the data, and how user consent is obtained and managed.

6. Train your team

Educate your staff about the nuances of both regulations and the proper implementation of consent management. Ensure they understand their roles and responsibilities in obtaining and managing user consent.

Final thoughts

The UK and EU regulatory initiatives are creating de facto global digital risk management standards, by taking significant steps to regulate digital markets and addressing concerns related to market dominance, competition, consumer choice, and data access. 

While the EU has implemented the DMA and DSA, the UK is in the process of enacting the DMCCB and the Online Safety Bill. The approaches differ in some aspects, but there’s a shared goal of promoting fair competition and protecting consumer interests.

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The type of hosting environment you select will have a strong influence on the success of your website. It’s important for you to find a secure, scalable web hosting service that you have 100% trust in to deliver high-performance at all times.

To simplify the options available to you, this article will break down the various types of web hosting services, and explore the non-negotiables we believe you should be considering in your criteria when making your decision. 

The Fundamentals of Enterprise-Grade Hosting 

Some of the most important things to look for with your hosting environment include: 

Security – Cyber security is obviously an essential priority, and this should be top of your list of criteria in the current climate.

Performance – Your hosting environment should be set up in a way that makes your site capable of handling large surges of traffic.

Scalability – As your business grows, it’s likely that your site’s audience will grow. You need a hosting provider with the capacity to scale your services seamlessly to meet your needs, both now and in future. 

Resilience – It’s important to ensure your hosting infrastructure is robust, and that it can gauruntee you certain performance levels and up-time.

Support – If anything does go wrong, you need to be assured that you have a quick, efficient support service in place to get your site back up and running as soon as possible.

Sustainability – With sustainability a growing priority on the corporate agenda, the carbon footprint of your data centre may be another important factor in your decision.

Option 1 – Shared Hosting Services 

Shared hosting services can provide you with a basic secure server for your website. However, as the name suggests, these servers will be shared with a large number of other businesses. You won’t have any dedicated server of your own with shared hosting. 

This approach does have some advantages, particularly in the area of cost. These shared hosting environments can cost as little as £1,000 per year.  However, the down-sides to this often outweigh that cost benefit. 

In many cases, the low cost of shared hosting services can often be reflected in the performance levels. This is because, with such a high volume of websites hosted on the servers, your performance has no protection if other sites are experiencing high volumes of traffic. 

It’s also likely that you’ll only have access to limited support services when any issues arise. Many of the shared hosting options will have a ticketing system for support, where you’ll be at the mercy of the number of requests ahead of you in the queue. This could result in your website being ‘down’ during times where it’s business-critical.

Option 2 – Private Servers with Shared Hosting Providers 

Most shared hosting providers will offer the option of having your own private server for an extra cost. This is often referred to as a VPS, which stands for virtual private server. 

Rather than sharing a server with thousands of other businesses, you’ll only be sharing with a few others. While this is significantly better than the regular shared hosting options, you can still end up facing similar problems with performance and scalability.

This is another cost-effective approach, though, with some improvements over standard shared hosting. If you rely on an agency to set this up for you, they’ll likely put their smaller clients on a shared VPS and give their larger clients their own dedicated servers to minimise any potential problems.

Option 3 – Enterprise-Grade Private Web Hosting

Often the most reliable and trusted approach to take is to have your own dedicated server, which comes with a wide range of additional benefits. 

With this option, your website is placed on its own private server in the cloud, managed by a dedicated team of specialists who offer personalised, hands-on support and ongoing optimisation.

Security

Enterprise-grade security should be a core part of the hosting service you choose, regardless of whether it’s private or shared. However, you’ll be guaranteed far greater security, with drastically reduced risk, when you work with a private hosting service.

For instance, a hosting provider should offer robust protection for your site, including: 

• Configured firewall options, IP access lists, and anti-phishing attack technologies 
• Full responsibility for rapidly patching OSes and libraries 
• Long-term-supported Linux distributions for maximum security. 

Of course, compliance and certifications are another crucial aspect of cyber security these days. While some shared hosting providers may have the basic levels of compliance in place, most private hosting services will boast: 

• Compliance with ISO 27001/PCI-DSS/TIA-942 
• A 100% pass-rate for any data centre audits 
• 24/7 data centre staffing with experienced engineers and specialist security teams 
• Document review services for your external audits 
• Bespoke consultancy available if you have any major certification requirements. 

Performance 

When taking this approach, you’ll receive your own bespoke service and will be provided with a hosting environment tailored to your specific requirements. 

This will optimise everything included in your hosting package, from your preferred caching, loading speeds, performance requirements, up-time, and more.

You’ll also be able to set up a content delivery network (CDN) to make your website faster and more readily available to all visitors around the world. 

Scalability 

Private hosting gives you the capacity and flexibility to scale seamlessly anytime your website’s traffic increases, or if you have peak times for traffic.

This is an intelligent way to future-proof your investment, with the confidence that your website’s performance will be consistently excellent as the size of your audience increases and your site expands. This also applies to situations in which you need to scale unexpectedly due to short-term increases in demand, ensuring business continuity is always maintained on your site. 

Resilience 

Private hosting providers have guarantees for their resilience, and for your site’s up-time, covering all possible bases. This even counts for unusual scenarios like floods or fires.

It’s wise to look for a provider who offers back-up and disaster recovery services for the maximum resilience. 

Back-Ups: Managed back-up services provide you with a tailored regiment, alongside rigorous testing, for guaranteed restorability. 

Multi-level back-ups are taken for you, both locally and remotely, to minimise risk. You’ll also be able to choose from a range of replication technology options for your load-balancing and various fail-over scenarios. 

Disaster Recovery: Private hosting providers will also use disaster recovery measures, such as geographically-distributed platforms and back-up data centres, providing you with full assurance that your performance and up-time are always maintained.

Your primary hosting platform will be replicated to a disaster-recovery platform, which means that if the primary data centre is ever out of action for a prolonged period of time you can fail-over to the back-up systems. 

While the more basic hosting services can take days to recover in similar situations, which could result in losses of business and even reputational damage, disaster recovery can often be done in a matter of minutes with a private hosting environment.

Support and Optimisation

Trust and confidence in your provider’s ability to deliver on your requirements are a vital part of your hosting service. 

It’s highly beneficial to take an approach that gives you – or your agency partner – a close working relationship with your hosting provider. Availability and accountability are much greater with a private hosting service than with a shared approach. 

A close working relationship provides other advantages as well. For instance, anytime you want to make upgrades to your hosting environment, they can analyse your traffic and identify the best time and date to do that with minimal disruption. 

This is all part of collaborating with your agency and hosting provider, so they understand your unique business and tailor your hosting services. This is all done based on the conventions of your target audience and your specific requirements to deliver the best possible service. 

In terms of support, private hosting providers will have powerful automation tools to proactively, continuously monitor your environment. That allows them to resolve the majority of issues before they’re able to have an impact on your site. 

This can also involve 24/7 custom alerting systems, as well as a fully customisable monitoring portal, and multi-channel systems to alert engineers rapidly in the event of any problems. 

In terms of your overall service with an enterprise-grade private hosting provider, you should also expect to gain: 

• A fully-managed service provided by a team with decades of experience 
• Round-the-clock, hands-on assistance, 365 days per year 
• Deep technical understanding and expertise 
• Proactive support from dedicated engineering teams and account managers 
• High-level consultancy, including advice on new projects and technologies. 

Sustainability 

If your business has sustainability as a priority or core cultural value, then this is another reason to opt for a private hosting service. While it’s not impossible to find shared hosting services with carbon-neutral data centres, it’s much less common. 

Sustainability is also a key focus for us here at SoBold as an agency. As a result, we’ve worked hard to ensure we have an environmentally-conscious, carbon-neutral service offering.

The Verdict?

Having a fully dedicated, bespoke private server is usually the preferred choice of web hosting services. This is due to the unmatched levels of security, scalability, and performance that come with private hosting providers. 

Of course, it’s important to note that this does also come with a higher cost than other options. However, the benefits and trust gained through their strengths in these key areas ensure strong ROI. 

Not only do their flexibility and optimisation provide you with a high-performance website set up for success, but enterprise-grade security and resilience will also minimise your risk and save you significant costs in the long-term. 

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As we’re now into the first week of 2023, this feels like an appropriate time to reflect on what was another thoroughly successful year for SoBold in 2022.

We’re now working with enterprise clients and providing them with excellent website design and development services. We’ve also continued to grow our client base and are proud to have consistently produced outstanding work on their behalf throughout the year. 

We’re pleased to have strengthened our presence in the healthcare and financial services industries. Now, we’re looking forward to building and managing more scalable products for our clients in the year ahead. 

Our High-Performance Team

The definition of “high-performance” will vary from person to person, and you may have your own idea of what it means to you. For us, as an agency, it means every member of our team holds each other accountable to always perform at the highest possible level, so we can achieve a standard of excellence for all our clients. 

We’ve used “high-performance” as a core value of our company since day one, and have worked very hard over the years to build a “high-performance” team. In 2022, this continued to develop and has allowed us to push those standards even higher, which is something we take a lot of pride in. 

We were excited to see all three of our business teams grow in 2022: design, development, and operations. Over the past year, we also made a conscious effort to ensure the whole agency is working closer together as a more functional unit, for the benefit of our clients. 

As the team has grown, we’ve had to implement more processes, which has allowed us to scale, and will enable us to continue to scale, as we move into the next cycle of our business. 

Congratulations to Ivo Georgiev, who’s coming to the end of a successful apprenticeship scheme, which he did with us and the help of QA’s Tech, Digital, and IT Apprenticeship.

The SoBold Website! 

In 2022 we launched our new SoBold website. Finding time to do this while continuously delivering projects for our ever-growing client base was a challenge, but one I’m really proud of the team for managing so well. We used this as a beta project to roll out a new SoBold workflow, and whilst there’s still some way to go to perfect this, we’re really happy with how it’s looking on the front-end! 

Every member of the team worked on this in some way or another, and we’re already getting considerably more inbound leads and exposure from it. 

We’ve been working hard on becoming more active in the online community as well, and this is notable particularly over the last quarter where we’ve increased our marketing. We were fortunate to be interviewed by Cloudways, who are a cloud hosting service provider we work closely with, and you can see this interview here. 

Clutch has continued to be a new business driver for us and our profile has gained more exposure amongst the country’s best website design and development businesses. 

We’ve also begun producing a selection of in-depth guides and blog articles to help our community more easily navigate the current technology landscape. You can find all that useful content on our blog.

Our Clients

We’re grateful to have worked with so many wonderful people from some brilliant clients over the past 12 months, and have built an array of different sites each with their own unique brief and challenge. 

If you’d like to gain insight into the process we follow with our clients for project briefings, check out this recent article, which also includes a helpful brief template.

This is a great chance to showcase below some of the work we’re most proud of in 2022, for a selection of companies who are doing some very interesting things to make positive change in their respective industries:

Built and Live

Jamie and the Jam – Jamie and the Jam conceptualise, create, deliver, and manage beautifully bespoke content for their clients and their audiences.

Amplitude Clinical – Amplitude is a leading UK Patient-Reported Outcome Measures (PROMs) and clinical outcomes platform.

Arenko – Arenko is a market-leading technology provider enabling the clean energy transition.

Dictate.IT – Dictate.IT helps healthcare organisations across the UK and Ireland harness the power of speech to deliver seamless, efficient, and effective document management.

Edgerley Simpson Howe – Edgerley Simpson Howe are specialist out-of-town retail, leisure, and commercial roadside property consultants.

Pippo – Pippo lets you book your GP appointments whenever and wherever suits you.                                                                                                                                                                                                               

Common Purpose – Common Purpose offers exceptional personal training in the heart of Mayfair. If you’re looking to start with a new gym or PT in the new year, Common Purpose are your guys to speak to! 

Still Waiting to go Live! 

Coller Capital – Coller Capital is one of the largest global investors in the private equity secondary market.

Healthlink – Healthlink connects more than 15,000 medical organisations across Australia and New Zealand.

Konnect Net – Konnect Net helps businesses in the insurance and health sectors exchange data in a quick and secure way.

Turvec – Turvec is a bike parking company specialising in designing, installing, and maintaining secure and user-friendly bicycle storage solutions and two-tier bike racks. 

There’s also a handful of special clients listed below that want to highlight, either because of the longevity of the relationships or the positive impact our work has made on their businesses:

Kapow Primary

Kapow Primary, whom we’ve been working with since 2018, is now used in almost one third of all UK primary schools, with over 30,000 primary school teachers using the Kapow Primary platform each week. 

Our amazing Kapow team has been working on some really inspiring projects over the past few months particularly, and we cannot wait to share more when we publish these live. 

You can learn more about our work with Kapow, and how we first started, in our case study here.

Rede Partners

We started working with Rede Partners in late 2019 to help bring their vision ‘RedeWire’ to life. RedeWire is a new interactive online limited partner (LP) portal, providing instant access to Rede’s current fundraising offering.

RedeWire has had a closed launch, so we’re really excited for it to launch to their wider audiences in Q1 of this year. 

Transport for London

Transport for London has renewed its cookie management contract with us for a fifth successive year. This highlights not only the great work we’re doing with them, but the importance of the relationship we’ve built with them.

We recently became only the third Platinum Certified Partner with Cookie Bot in the UK and this is a service we believe will continue to grow into 2023 and beyond. 

You can learn more about our work with Transport for London here, and you can also read about our contract renewal in our press release here. 

Clanwilliam 

We’re proud to have been working with Clanwilliam since 2017, and our relationship has flourished each year since then. We initially started working with their Global HQ, before being rolled out across their three divisions Clanwilliam Ireland (site being redesigned in Q1 2023!), Clanwilliam UK, and Clanwilliam ANZ.

We work with over 15 of their brands designing, developing, managing, and hosting their websites. We also work closely with these brands to help them with their branding and print design activations. 

2022 saw Clanwilliam take a major shift in their global brand, choosing us to help them rebrand from Clanwilliam Group, dropping the ‘Group’. We worked closely with their Global Brand and Communications Director, Lauren Turner, to help bring this to life. 

We all went into the process looking to rebrand Clanwilliam in its entirety, changing the logo and creating a completely new brand. However, we quickly realised the logo was going to stay and the brand needed to change around this. 

We uplifted Clanwilliam’s colour pallet and fonts, creating a new brand that much better reflects their company’s values and ambitions.

You can see a more detailed case study about what we did here.

It’s Not All Websites Though! 

Our talented Graphic Design Team was busy in 2022 too, across multiple rebrands and supporting various Knight Frank divisions. Some of our Knight Frank work is highlighted here. 

We’ve also successfully managed to move all our clients into our Positive Park Hosting environment, which is based in Cambridgeshire. This has meant all our sites are running on a more optimised and bespoke server, tailored to their needs. Our VIP enterprise-grade support at the hosting park has made a positive impact, ensuring all our clients have peace of mind that their sites are secure and stable. 

The hosting environment is an eco-friendly data centre that uses 100% renewable energy and is certified by the Green Web Foundation. 

You can learn more about our hosting solution on our WordPress Website Hosting service page.

In addition to working with our clients, we’ve also been working hard on improving our processes, becoming more compliant and becoming a more reputable company across the board. 

We became ISO 90001-compliant in 2022 and have successfully put our project management systems in place. Our Project Manager, Anna de Moraes, has been instrumental in implementing processes to optimise our workflow, and she’ll continue to drive the business forward into 2023.

We were absolutely delighted to work with Nation.Better to get a Skilled Licence VISA sponsorship as well, which opens up opportunities for us to hire more global talent. This is something as a business we’ve been looking forward to for a while now. Getting this licence and already hiring two people, and giving them the opportunity to work in London, is something we’re really proud of. 

We also renewed both our Living Wage Accreditation and Cyber Essentials certification. 

2023 and Beyond! 

2023 is only going to be bigger and better for us here at SoBold. We have big plans to execute on our hiring strategy and intend to grow the team across all areas of the business. Doing so will help us continue to improve the service we provide to our clients.

We’ll continue to work with key clients in our industry focuses: healthcare, finance, real estate, and SaaS. As we work with more medium to enterprise-sized clients, we’re confident we’ll become more recognised as the High-Performance WordPress agency. 

Thanks for reading. We hope you have a great year in 2023! 

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