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E-Business Consulting

eBusiness Consulting

Unmatched thought leadership

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New Tablets from Industry Giants

As expectations for dynamic, interactive online experiences continue to rise, Boston Financial has developed a full range of consulting services and digital solutions to foster cost-effective growth and enhance investor and advisor engagement. Our strength lies in our ability to develop flexible solutions that tightly align with the digital strategies of our clients.

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Refined New Account Setup

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529 Redeem Directly to Schools

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Enhanced Portfolio Summary

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Enhanced Portfolio Summary II


  • Full site redesign and ongoing support, design and maintenance
  • User experience and site analysis
  • Focus group and full site usability studies
  • Social media consulting and analysis
  • E-Delivery and E-Adoption consulting, analysis and campaign management
  • Digital marketing campaign analysis and management


  • Online transaction systems and related technologies
  • Ongoing website design, support and maintenance
  • Digital strategy, design and usability
  • Digital marketing (e.g. e-mail, text alerts, chat, etc.)
  • Mobile web and application-based solutions
  • Social media monitoring and execution

For more information, please contact:

Brian Melter, 617.483.8238 or
Doug Billings, 617.483.9411 or
Siobhan Lomba, 617.483.9459 or