Finwel Financial Management has a proud track record as specialist wealth creators, and are renowned for delivering personalised wealth management services to their clients.
Finwel’s management team approached us to update their current Corporate Identity. The initial brief included the development of a brand new website, plus the design of indoor and outdoor signage, and new corporate stationery. They also discussed the idea of a dashboard for clients, that would allow them to access their portfolio on demand.
We strategised an efficient platform that would be a value-added benefit for their investors. We proposed a portfolio management system, accessible via secure login by both their clients and wealth managers, to get up-to-date information about current investments.
Our creative team focused on the design of the user interface to ensure a seamless experience between the website, CI and new portfolio management system. We project managed the development of the backend of the platform, from briefing, all the way to testing and delivery.
Clients and potential clients value the clean, straightforward experience while navigating the website and using the portfolio management system. This additional dashboard benefits not only the clients, by empowering them with immediate insights into their portfolio, but is an immense advantage for Finwel, driving customer loyalty, and setting them apart from their competitors.