Municipal Bond Firm Expands Site Traffic by 105%
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105%
Increase in site traffic
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46%
Increase in organic site traffic
About Roosevelt & Cross
Roosevelt and Cross is a municipal bond firm operating in the Professional Services and Finance industry. Founded in 1946, the company brings over eight decades of financial industry experience and deep institutional knowledge to the market. Their focus on service quality, rigorous market analysis, and total customer satisfaction has driven consistent, long term growth in an increasingly complex and highly competitive financial landscape. They specialize in underwriting, trading, and distributing tax exempt municipal securities, providing vital capital for public infrastructure projects while offering secure, tax advantaged returns for their sophisticated clientele.
Challenge
SmartSites helped Roosevelt and Cross successfully reach a significantly larger audience of high net worth and institutional investors by expertly refining their complex informational content and systematically addressing underlying technical website issues. Operating in the Professional Services and Finance sector, they needed a highly authoritative digital presence that accurately reflected their long history and deep market expertise. The main challenge was to modernize their online platform to ensure that critical financial data and bond offerings were easily accessible and fully optimized for relevant organic search queries. By overhauling their site architecture and enhancing their educational resources, SmartSites successfully elevated their brand visibility and drove highly qualified institutional inquiries.
How we helped Roosevelt & Cross.
SmartSites builds a custom website for a securities dealer
A custom WordPress website for Roosevelt & Cross, a New York City brokerage specializing in taxable and tax-exempt municipal debt, that presents the firm as a serious financial services provider.
- Design & UX: A clean, modern blue and white design with photos and video reinforces the firm's professional brand.
- Platform & functionality: WordPress handles photo and media content along with pages for departments, current offerings and a glossary of terms.
- Conversion flow: Informative, easy-to-navigate pages guide visitors to learn more about the firm's municipal securities services.
SmartSites boosts visibility for municipal bond & financial advisory firms
SmartSites helped Roosevelt & Cross reach more institutional investors by refining informational content and addressing technical issues.
- Performed audit-driven corrections improving crawlability, layout stability, and indexability.
- Updated metadata across bond underwriting, advisory, and financial service pages.
- Enhanced clarity across leadership, history, and informational content sections.
- Delivered recurring SEO updates summarizing enhancements.
Nationwide
Best municipal bond firms
Top municipal bond dealers
Illustrative preview. A representative example, not a live search result.
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105%
Increase in site traffic
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46%
Increase in organic site traffic
Marketing that brings in more clients.
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G2 User in Public Relations and Communications
“Working with Stephanie Patti at SmartSites”
Josh Hobika“Stephanie Patti has been absolutely amazing to work with! She has handled all of the coordination of website updates with our shared client, Roosevelt & Cross, and has seamlessly and quickly responded to all of our requests, comments, and questions.”
