Marsham IM is an independent investment advisory and wealth management firm blended with technology to give their clients the edge.
The new website serves as a reference for clients and for the launch of two new funds, USD and EUR. It’s important that a premium CX was achieved while maintaining their existing brand guidelines to ensure continuity across multiple touch points.
To support the new funds and keep investors up-to-date, with the support of Credit Suisse, we developed a live feed to automatically update key metrics on the website.
Partners in creative
OurRole
The objectives are to redesign, restructure and overhaul the existing website to provide a fresh, modern and user-centred product.
Our role consisted of creating the right tone of voice through content, imagery and structure to ensure the website appealed to the target market and instil confidence in Marsham IM.
Through close collaboration with senior stakeholders and meticulous attention to detail, we ensured that every aspect added value to the customer experience.
Website Development
Interaction Design (UX)
Third-Party Integration
User-Centred Design Process
Deliverables
Challenges, Objectives and Stakeholder Interview
User flow, Mood boards, Low-fidelity Wireframes
Brand Guidelines & Visual Concepts (UI)
Interaction Design (UX) & Prototyping
Website Development
Credit Suisse Fund Performance Integration
Quality Control & Launch
FinalWebsite
We worked with senior stakeholders from the initial engagement through to delivery.
As a product manager or head for digital transformation/marketing, we understand it’s sometimes difficult to understand where the pain points exist. Our team will conduct a free audit to help you better understand where these are and how they can be overcome.
