"We had two problems: a website that needed to show two different worlds without splitting our identity in two, and partner leads that were simply getting lost along the way. Knightica solved both with one platform. A visitor picks their path in the first second, and every partner lead now reaches the right specialist in our CRM, tracked from the moment it's submitted. Nothing falls through anymore."
Client snapshot
FinTalk is a financial agency spanning two disciplines, financial planning and insurance, each led by its own specialist under one shared brand. A network of referral partners feeds the agency a steady stream of business alongside its direct clients.
Two worlds, one brand, leaking leads
Two worlds
Financial planning and insurance must never blur into each other, yet still read as one agency.
Leads falling through
Referred leads moved through ad-hoc channels with no tracking and no owner, and some simply vanished.
Blind partners
Partners had zero visibility into what happened to the leads they referred, and no reason to trust the funnel.
Manual routing
Every lead depended on someone remembering to pass it to the right specialist, by hand.
Split-screen brand
The site opens on a choice between the two practices, each fronted by its own specialist, under one shared design language.
Two environments
Each practice gets dedicated positioning, a tailored product suite, a five-step client-journey walkthrough and its own meeting-booking flow.
Partner portal
A secure portal on the same site: one login, two role-based experiences, partners submitting structured leads, the administrator running the pipeline.
CRM wired
Every lead syncs automatically into the Surense CRM, routed to the correct specialist, with built-in retry handling so no transmission is silently lost.
Partners onboarded
The referral network moves onto one structured pipeline, with real-time status on every lead they refer.
Delivered in weeks
Brand site through live CRM-connected portal, shipped in weeks, not months.
Dual-Practice Website
- A split-screen opening choice between two practices, each fronted by its own specialist
- Fully separate environments: dedicated positioning, tailored product suites, five-step client-journey walkthroughs
- A meeting-booking flow per practice, so a visitor lands with the right person
- One unified design language keeping it all reading as a single agency
Partner Leads Portal
- One login, two role-based experiences, with database-enforced access separation
- Structured lead submission and real-time status tracking for every referral partner
- An administrator dashboard running the full pipeline and partner network
- Automatic sync into the Surense CRM with built-in retry handling, no lead silently lost