Cloud Investment Management

Ridgeline

Legacy tech systems haven’t kept up with today’s pace of business. Ridgeline's cloud platform connects formerly disparate and siloed core functions into integrated workflows across your front, middle, and back office. Their team came to us as a referral from another partner that we worked with previously. We collaborated with their team end-to-end. The scope work work required strategy, ux/ui design, front-end Webflow development, and back-end Webflow development.

60+
Qualified leads
45+
Pages designed & developed
90%
Google site performance
6
Team members
Visit live website
Webflow Development
UX/UI Design
Lottie Animations
Graphic Design
Performance Testing
Custom Code
Webflow Development
UX/UI Design
Lottie Animations
Graphic Design
Performance Testing
Custom Code
CLIENT DETAILS
Up-heading

Understanding the business

Business Goals

Ridgeline has been working on an innovative solution that improves the process for how portfolio managers are able to manage investment portfolios. Due to their rapid growth, they needed a partner that can take them from strategy to launching an enterprise level website.

Business challenges

The CMS that the website was built on was clunky and difficult to use. Their team had several product features and solutions that were not featured on the website due to how difficult it was to maintain their current CMS.

Chapter 1
RESEARCH
KEY findings
Up-heading

Asking the right questions

Research goals

How might we turn a rather antiquated product sector in the market and truly highlight how modern and valuable the Ridgeline product really is? 

01

Versatile

The personas that ultimately rely on these types of platforms require them to be extremely robust and versatile.

02

Scalable

Many accounts are managed at one time. Often times, by the same persona. For this reason, the product must be able to handle large volumes of data accurately.

03

Intuitive

In order to increase adoption, the product and website must be extremely easy to understand and visually build trust with both first-time and returning users.

04

Secure

In the financial sector, security is huge. The product pages must enforce that Ridgeline is a secure product that portfolio managers, traders etc. can rely on.

Who are the main users of the product?
How does the end-to-end process work for these managers?
What part of the current process is broken?
Who is the portfolio manager interested in working with?
Does the compliance officer work closely with the operations lead?
Who are the main users of the product?
How does the end-to-end process work for these managers?
What part of the current process is broken?
Who is the portfolio manager interested in working with?
Does the compliance officer work closely with the operations lead?
Are competitors using desktop apps or cloud apps? 
How important is security for your customers?
How many users can benefit from the Ridgeline end-to-end platform? 
Why would your customers switch to the Ridgeline platform? 
What is the biggest pain point for your customers? 
Are competitors using desktop apps or cloud apps? 
How important is security for your customers?
How many users can benefit from the Ridgeline end-to-end platform? 
Why would your customers switch to the Ridgeline platform? 
What is the biggest pain point for your customers? 
How does Ridgeline plan to bring all of these processes together? 
What is the most important thing to highlight on the website? 
What features should be highlighted to first time users?
What does success look like for the website? 
What might hold your customers back from using Ridgeline? 
How does Ridgeline plan to bring all of these processes together? 
What is the most important thing to highlight on the website? 
What features should be highlighted to first time users?
What does success look like for the website? 
What might hold your customers back from using Ridgeline? 

Without Ridgeline’s Industry Cloud Platform

With Ridgeline’s Industry Cloud Platform

COMPETITIVE ANALYSIS
Up-heading

Interface inspirations

Revise antiquated solutions

Ridgeline’s product is superior to most solutions in the market by bridging the gap between systems. We needed to find a visual direction that was strong and aligned to their branding guidelines.

Chapter 2
USER EXPERIENCE
Style Guide
Up-heading

Creating the system.

WIRE FRAMES
Up-heading

Information architecture

The Investment
Cloud Platform

Chapter 3
Visual Design
Styleguide + components
Up-heading

Visual design guidelines

Colors

RGB
50B2A6
RGB
233C6A
RGB
0A2241
RGB
83CEC6

IBM Plex Sans

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Chapter 4
Measuring Success

Wilian is awesome to work with and I'm super proud of the outcome - our site is such night and day and now reflects the company we are growing into!

Christine Switzer
Marketing and Content Strategy
60+
Qualified leads
45+
Pages designed & developed
90%
Google site performance
6
Team members

We put the pieces together so that you don’t have to

Our elite methods and processes are what make us different. Our process comes from a decade of researching, designing, building, and iterating at scale. Guesses make messes. We have a proven process to getting results.