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Making a Financial Brand.

Everything a broker dealer needed to hit the ground running.

Creative services for an independent financial services firm.

See it in action.

VISIT SITE

What we did for a NYC broker dealer.

Our Role

  • Content Strategy
  • Project Lead
  • UX Design
  • Web Design + Dev

Tools Used

  • Adobe XD
  • Sketch
  • Webflow

The Team

  • Content Strategy
  • UX Designer

Duration

  • Content Strategy - two weeks
  • UX - Two weeks
  • UI - Two weeks

Key Contributions

  • Project Management
  • Concept Ideation
  • Prototyping
  • Competitive Research
  • User Research
  • Interaction Design
  • Animation Design

Process

1

Groundwork

Background research, stakeholder input, and competitor Analysis

2

Gameplan

Put the pieces together.

3

Ideate

Sketches

4

Bring to Life

Prototype design

5

Verify

Prototype testing and user testing

Logo
Logo
Monochromatic
Negative
Website
Color Palette
Iconography
Trading Services
Back Office
Products
Support
Monochromatic
Typography
In use

Does It Actually Work?

The client brought in their dream financial group immediately following the launch, where the holistic branding and online existence lent vital credibility to the firm's capabilities.

Change #1

Added a Solution

Putting it all together required additional content and design to support the broader breadth of expertise across several topics.

We used our problem-solving creativity to design, architect, and develop the additional product set. In doing so, we assumed the client's trusted advisor role to execute their business and product strategy, working closely with client leadership.

Project Goals

Seemingly Simple, But Ambitious

The client had a lot on their plate, dealing with regulators, operations, and marketing plans for the next twelve months. They needed a creative team to come in on a tight timeline with an understanding of the industry. We stepped in to run with content and design with minimal direction.

Goal #1

Develop a basic logo to support the first two years of operations.

Goal #2

Develop content to position the firm competitively and deliver a compelling value proposition to the marketplace.

Goal #3

Design a website with straightforward information architecture, subtle interactions, and modern visuals.

Goal #4

Launch and test the site with working forms, fast load speed, and onsite SEO.

Formula to Succeed.

Top Down Decisions

Emphasis on Organization’s Goals

Execute a Twelve Month Plan

Business Card
Website

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