Large asset manager
Even Advisors Need Business Advice
Services
Needs & Behaviors Research
Adobe Platform Implementation
Analytics Consulting
Personalization
Style Guide Creation
Value Proposition Definition
Persona & Journey Definition
Messaging Strategy
Design Sprints & Co-Design Sessions
Experience Design
Concept & Usability Testing
Visual Design
Content Creation
Challenge
Define, design, and build a new dot-com to simplify the fund shopping experience and increase both the number of advisors and the number of products per advisor.
Outcome
Prototyped and tested a simple, high-performing experience to elevate the client’s message, allow for easier navigation, and provide compelling views of product attributes and performance.
Results
Following our September 2017 launch:
+64%
Fund shopping via the homepage
+287%
Visits to the order fund literature page
Brilliantly designed. Fast and snappy. A great user experience.
Client
