WealthKeel
Client’s Key Objective: Stand out with
a niche-focused web design
Overview
Wealthkeel was founded in 2015 with the goal of helping busy Gen X and Y physicians free up their time by establishing a comprehensive financial and investment management plan. The firm’s core values served as the foundation of the redesign project. We collaborated to create a website that represents their innovation, transparency, and education.
The Wealthkeel team wanted to take their site to the next level by incorporating more educational information, niche-specific imagery and content, and team photos and bios to establish a personal connection with visitors.
To better define the firm’s differences and niche-specific experience, our team added three case studies to represent physicians at different career stages, medical industry lingo and visual aids, and a custom blog layout.
Industry
Financial planning and investment management
Niche
Gen X and Y Physicians and their families
Location
Based in Florida with clients nationwide
Project
Web strategy, custom design, WordPress development, copywriting
Our Process
1
Step One
To learn more about Wealthkeel’s services and website objectives, we started the process by reviewing an in-depth questionnaire.
2
Step Two
Our web strategy team met with Wealthkeel to dive into who the firm wanted to target and what those people’s goals, questions, and concerns are.
3
Step Three
Now that we understood the goals of the firm’s ideal clients, our web strategists created engaging custom wireframes for the website.
The Design
With the wireframes finalized, one of our graphic designers met with the Wealthkeel team to discuss the visual style and emotional values of the website.
We created custom designs to meet the simple, personable feel the Wealthkeel team wanted. We also focused heavily on the physician audience in order to improve the user experience and encourage conversions.
Visual & Brand Identity
Simple and geometric design
Niche-specific images and wording
Engaging and personable content
Mobile View
Our graphic designers tested their designs on both mobile and desktop screens as they created
the pages to be sure that every image, text box, and icon looked right on any screen size.
Explore Additional Case Studies
