Large asset manager

Even Advisors Need Business Advice

Large Asset Management Hero Image

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

Large Asset Management Working Together Image

Brilliantly designed. Fast and snappy. A great user experience.

Client

Large Asset Management Image Sketching
Large Asset Manager Mobile Image
Large Asset Management Example Image
Large Asset Management Mobile Image 2
Large Asset Management Flow Image

Next Case Study

Marco's Pizza