Blending financial wisdom with innovative technology, tailored.

Wealthify is a leading UK fintech company, providing user-friendly investment platforms for all levels of investors. The rebranding aimed to refresh Wealthify’s image, highlighting trustworthiness and innovative financial technology while retaining core values of transparency and user-centricity.

The Mission

In developing a comprehensive fintech solution, our objective was to create a platform that empowers young professionals and entrepreneurs, aged 25 to 45, to manage their finances efficiently. The focus was on delivering seamless financial tools that cater to those seeking to maximize their financial potential without needing a deep background in finance.

FinTech

Website

Mobile

Admin

The Challenge

Our fintech platform faced the challenge of bridging the gap between traditional financial services and the expectations of modern users in a rapidly evolving digital landscape. The financial habits of users across different age groups varied significantly, leading to a need for a solution that could cater to both the tech-savvy younger generation and those more accustomed to traditional banking methods.

Research

Our research phase was critical in understanding the diverse needs and behaviors of our target audience within the fintech space. We conducted a combination of qualitative and quantitative research methods to gain deep insights into user expectations, pain points, and preferences.

Scope of Work

The scope of our work extended beyond simple interface design to include a comprehensive mobile app and website overhaul. Interestingly, while the website was straightforward to strategize, it demanded extensive effort in design and development to align with the seamless experience we envisioned.

Problems

The primary challenge we encountered was ensuring compatibility across various devices and platforms for both the mobile app and website. Given the fintech nature of the project, security and user trust were critical, requiring us to meticulously design features that maintained consistency without compromising on security or user experience.

UI&UX Design

We meticulously designed detailed wireframes to serve as the blueprint for the Wealthify platform, ensuring that every functional element and feature was thoughtfully integrated into each screen. This structured approach allowed us to maintain a seamless and cohesive user experience throughout the development process. Initially, our design efforts were focused on creating an intuitive interface for the investment dashboard, but as the project evolved, additional features were incorporated at the client's request to enhance user engagement and provide a more comprehensive financial management tool.

Branding

Wireframes

Wealthify Web & Mobile

Visual Elements

Social Media

Branding

Our team meticulously crafted the branding blueprint to serve as the foundation for the entire fintech platform. This branding strategy encapsulated the core values, visual identity, and messaging, ensuring consistency across all touchpoints. The goal was to create a brand that resonates with trust, innovation, and accessibility, reflecting the platform's commitment to empowering users in their financial journeys.

Initially, the branding focused on establishing a strong, modern identity that would appeal to young professionals seeking cutting-edge financial tools. However, as the project evolved, we expanded the branding to encompass a broader audience, including more traditional users. This shift allowed the brand to maintain its innovative edge while also embodying the reliability and security that appeal to more conservative users, creating a holistic brand identity that bridges generational gaps.

Wireframes

Our team carefully constructed wireframes that served as the structural blueprint for the entire Wealthify platform. These wireframes captured the essential functionalities, interactions, and user journeys across all screens, ensuring a consistent and intuitive experience. The goal was to create a design framework that embodies clarity, simplicity, and ease of use, supporting the platform's mission to make financial management accessible to users of all backgrounds.

Wealthify Web & Mobile

Our team meticulously developed the design blueprint for both the mobile and web versions of Wealthify, ensuring a seamless experience across all devices. This design strategy encapsulated the core principles of usability, responsiveness, and visual consistency, making sure that users could manage their finances effortlessly, whether on-the-go or from their desktop. The objective was to create an interface that embodies trust, innovation, and accessibility, reflecting Wealthify's commitment to empowering users in their financial journeys.

Initially, the design focused on crafting a sleek and intuitive mobile experience aimed at young professionals who prefer managing their investments through their smartphones. As the project evolved, the web design was expanded to cater to a broader audience, including users who favor more traditional, desktop-based financial management. This evolution allowed the platform to maintain its modern appeal while also offering the stability and comprehensive features expected by a wider user base, ensuring that Wealthify provides a versatile and inclusive experience across all digital touchpoints.

Visual Elements

Our team carefully crafted the visual elements to be the cornerstone of the Wealthify platform, capturing the brand's core values, aesthetic identity, and messaging. These visuals ensure a cohesive experience across all digital touchpoints, aiming to evoke trust, innovation, and accessibility, and reflecting Wealthify's commitment to empowering users in their financial journeys.

Client Testimonial

Within a month, Redlio Designs successfully completed the third-party stakeholder's web redesign efforts. They were able to integrate all our requests.