Marketing Stack Potential The company shows presence in analytics and SEO tools Google Analytics Google Tag Manager and Yoast SEO indicating opportunities to optimize lead capture and attribution. Propose services such as SEO audits conversion rate optimization marketing automation setup and CRM integration to turn website data into sales insights.

Site Performance Evidence of site optimization tools Autoptimize and Moment.js suggests a website with room for performance improvements. Propose website speed enhancements caching strategies image optimization and mobile optimization to boost user experience and lead conversion.

Security & Backups With a small team and a MySQL database security backups and data governance are critical. Propose managed security regular backups and disaster recovery vulnerability assessments and guidance on data privacy compliance to protect client information.

Tech Modernization Current stack hints at opportunities for IT modernization and integration. Propose cloud hosting CRM and API integrations and data workflows to streamline operations and support scalable growth.

Fintech Integration Being in financial services there is potential for fintech integrations and process automation. Propose onboarding automation risk and compliance tooling secure payments and analytics driven reporting to improve efficiency and client service.