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Major Institutional Investment Firm

Posted in: Brand Positioning & Development, Financial Services, Website Usability

Major Institutional Investment Firm

Challenge: A major institutional investment firm wanted to assess the value of its shareholder site as part of an initiative to update the site and ensure its ongoing relevance.

Objective: Plan-it explored how shareholders use the site and its role within their other investment information resources.

Solution: Through shareholder interviews, Plan-it evaluated the current and potential redesign of the site for relevance, clarity of content and messaging and overall ease-of-use and navigability. Additionally, Plan-it assessed how well the new site delivered on the brand’s core values and whether it would encourage increased usage of the site as an information source.

Result: Recommendations were made to move forward with the site redesign with some refinements in messaging and navigation, which were implemented by the client.