Transforming an Investment Firm’s Website
Challenge
A Fortune 100 investment firm needed to reinvigorate its website to create more engaging experiences for both financial advisors and investors.
The website design team needed user feedback on a regular basis to assess the variety of prototypes being created over the course of the design process.
Our client turned to us to:
- Determine consumer perceptions of current website
- Evaluate each website prototype on key performance dimensions
- Inform the design process to quickly improve user experience for advisors and investors
Approach
M/A/R/C® executed a comprehensive, iterative solution:
- A panel of financial advisors and investors participated in experience feedback on a regular basis.
- Respondents evaluated the prototype for appearance, functionality, content, and ease-of-use.
- A web-enabled telephone interview enabled our client to ask questions as respondents navigated the website.
Outcome
- M/A/R/C®’s solution enabled a faster, more efficient design process with the ability to evaluate changes and updates to the site “on the fly.”
- This produced a website with a much-improved user experience for both the advisor and investor audiences.