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Financial advisor platform
Work details
Financial advisor platform
Work details
FinWealth Advisors sought to modernize their outdated client portal, which suffered from complex navigation, unclear data visualization, and low user retention. The goal was a complete redesign that would feel secure and trustworthy, highlight key performance metrics elegantly, and provide a seamless, educational experience for clients managing their portfolios.
FinWealth Advisors sought to modernize their outdated client portal, which suffered from complex navigation, unclear data visualization, and low user retention. The goal was a complete redesign that would feel secure and trustworthy, highlight key performance metrics elegantly, and provide a seamless, educational experience for clients managing their portfolios.
Client
Sarah from FinWealth
Industry
Financial Services
Location
London, UK
Timeline
12 weeks
Responsive Web
Responsive Web
Mobile App
Mobile App
Finance
Finance
Lead Generation
Lead Generation
The challenge
What we do, how we help you grow, digital solutions for every business
What we do, how we help you grow, digital solutions for every business
The original site lacked structure users struggled to filter listings, pages loaded slowly, and the design didn’t reflect the brand’s credibility. Our challenge was to create a modern, trust-building platform that simplified property search while elevating the client’s digital presence
The original site lacked structure users struggled to filter listings, pages loaded slowly, and the design didn’t reflect the brand’s credibility. Our challenge was to create a modern, trust-building platform that simplified property search while elevating the client’s digital presence
The solution
The solution
We redesigned the entire website with a user-first approach
We redesigned the entire website with a user-first approach
We redesigned the site with a clean, user-focused layout, making property search and navigation effortless. Map integration, responsive design, and modern visuals gave the platform a fresh, trustworthy look that reflects the brand’s professionalism.
We redesigned the site with a clean, user-focused layout, making property search and navigation effortless. Map integration, responsive design, and modern visuals gave the platform a fresh, trustworthy look that reflects the brand’s professionalism.
Results
We redesigned the entire website with a user-first approach
We redesigned the entire website with a user-first approach
+55% increase in user engagement within 2 months.
+35% more inquiries through streamlined contact forms.
Bounce rate reduced by 40%, thanks to faster navigation and cleaner UI.
Client feedback: buyers were “finding homes faster and enjoying the browsing experience.”
Testimonial
What we do, how we help you grow, digital solutions for every business
What we do, how we help you grow, digital solutions for every business
“The redesign completely transformed our online presence. Clients now spend more time on our site and inquiries have doubled. The team truly understood our vision.”
Sarah Mitchell
Marketing Director, PrimeHomes Realty
Design. Strategy. Growth.Design.Strategy
Design. Strategy. Growth.Design.Strategy
A full service agency on the go
A full service agency on the go
A full service agency on the go
A full service agency on the go
A full service agency on the go
A full service agency on the go
A full service agency on the go
A full service agency on the go
A full service agency on the go
A full service agency on the go
Design. Strategy. Growth.Design.Strategy
Design. Strategy. Growth.Design.Strategy
A full service agency on the go
A full service agency on the go
A full service agency on the go
A full service agency on the go
A full service agency on the go
A full service agency on the go
A full service agency on the go
A full service agency on the go
A full service agency on the go
A full service agency on the go
Design. Strategy. Growth.Design.Strategy
Design. Strategy. Growth.Design.Strategy
A full service agency on the go
A full service agency on the go
A full service agency on the go
A full service agency on the go
A full service agency on the go
A full service agency on the go
A full service agency on the go
A full service agency on the go
A full service agency on the go
A full service agency on the go
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We’d love to hear from you! Reach out any time at
© 2026 Zipay, Inc. All rights reserved
Sign up for our newsletter
We’d love to hear from you! Reach out any time at
© 2026 Zipay, Inc. All rights reserved