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Where Investing Meets Technology

Introduction 

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

Our Role 

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.

User-Centred Design Process

Deliverables 

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Challenges, Objectives and Stakeholder Interview
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User flow, Mood boards, Low-fidelity Wireframes
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Brand Guidelines & Visual Concepts (UI)
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Interaction Design (UX) & Prototyping
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Website Development
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Credit Suisse Fund Performance Integration
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Quality Control  & Launch
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Final Website 

We worked with senior stakeholders from the initial engagement through to delivery.

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Get a free Website or Application audit 

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.

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Lets grab the bull by the horns 

Ask us for a pitch and we’ll put our best minds to work. 020 3488 1400, Info@codingcreed.co.uk or 50 Liverpool Street, London.