BDFG THE FINANCIAL COACH
Digital & Operational Transformation
Financial Services Internship | Summer 2026
The Challenge
As BDFG THE Financial Coach established its brand and digital presence, the firm had an opportunity to build the digital and operational infrastructure supporting three financial advisors. The work spanned technology and automation, advisor operations, client communications, compliance collaboration, brand implementation, and community outreach.
BY THE NUMBERS
13 Website Pages
3,900+ Social Views
1,100+ Accounts Reached
375+ Website Page Views
3 Advisors Supported
The Approach
01 | Build the Digital Foundation
Developed a 13-page compliant website from the ground up to serve as the firm’s central digital presence, connecting advisor resources, client access points, social channels, and other external resources across the broader digital ecosystem.
02 | Connect Technology & Operations
Worked across the firm's financial-services technology stack, CRM and marketing automation environment, digital workflows, advisor processes, and client communications to improve how technology supported day-to-day operations.
03 | Implement the Brand
Supported implementation of the BDFG THE Financial Coach brand across the website, digital channels, client-facing materials, and community initiatives while collaborating within financial-services compliance requirements. Planned a farmers market activation and custom web-based raffle experience designed to drive community engagement to the firm’s website.
04 | Build the Digital Presence
Built and managed the firm’s presence across Instagram, Facebook, and LinkedIn and connected social activity with the broader website and brand strategy.
The Outcome
The work established digital infrastructure designed to continue serving the firm beyond the summer: a new compliant website, connected technology and workflows, modernized digital channels, and a more cohesive client-facing brand.
More importantly, working directly inside an advisory practice provided exposure to the relationship between technology, operations, client experience, and business performance.
The redesigned digital presence generated 3,900+ Facebook and Instagram views, reached 1,100+ accounts, and drove 375+ website page views over the summer.
Key Takeaway
Ask the right questions to understand the business behind the tech.
Capabilities Demonstrated
Digital Transformation • Financial-Services Technology • CRM & Marketing Automation • Process Improvement • Website Development • Client Experience • Brand Implementation • Compliance Collaboration • Digital Strategy
Engagement Note
This work was completed as part of my Summer 2026 role with BDFG THE Financial Coach and was separate from Erinn OMalley Consulting LLC.
BDFG THE FINANCIAL COACH
Digital & Operational Transformation
Financial Services Internship | Summer 2026
The Challenge
As BDFG THE Financial Coach established its brand and digital presence, the firm had an opportunity to build the digital and operational infrastructure supporting three financial advisors. The work spanned technology and automation, advisor operations, client communications, compliance collaboration, brand implementation, and community outreach.
BY THE NUMBERS
13 Website Pages
3,900+ Social Views
1,100+ Accounts Reached
375+ Website Page Views
3 Advisors Supported
The Approach
01 | Build the Digital Foundation
Developed a 13-page compliant website from the ground up to serve as the firm’s central digital presence, connecting advisor resources, client access points, social channels, and other external resources across the broader digital ecosystem.
02 | Connect Technology & Operations
Worked across the firm's financial-services technology stack, CRM and marketing automation environment, digital workflows, advisor processes, and client communications to improve how technology supported day-to-day operations.
03 | Implement the Brand
Supported implementation of the BDFG THE Financial Coach brand across the website, digital channels, client-facing materials, and community initiatives while collaborating within financial-services compliance requirements. Planned a farmers market activation and custom web-based raffle experience designed to drive community engagement to the firm’s website.
04 | Build the Digital Presence
Built and managed the firm’s presence across Instagram, Facebook, and LinkedIn and connected social activity with the broader website and brand strategy.
The Outcome
The work established digital infrastructure designed to continue serving the firm beyond the summer: a new compliant website, connected technology and workflows, modernized digital channels, and a more cohesive client-facing brand.
More importantly, working directly inside an advisory practice provided exposure to the relationship between technology, operations, client experience, and business performance.
The redesigned digital presence generated 3,900+ Facebook and Instagram views, reached 1,100+ accounts, and drove 375+ website page views over the summer.
Key Takeaway
Ask the right questions to understand the business behind the tech.
Capabilities Demonstrated
Digital Transformation • Financial-Services Technology • CRM & Marketing Automation • Process Improvement • Website Development • Client Experience • Brand Implementation • Compliance Collaboration • Digital Strategy
Engagement Note
This work was completed as part of my Summer 2026 role with BDFG THE Financial Coach and was separate from Erinn OMalley Consulting LLC.