Spotlight Full Online Solution
Investing is not simple or easy, but Spotlight aims to make it as accessible and engaging as possible. Personal investing has long been about stocks and funds, when really it should be about building a portfolio best designed to fit the individuals overall investment needs. Spotlight is a service that helps clients grow their investment portfolio by guiding them through the investing process. They assist clients in understanding their needs and creating an investment portfolio, adjusting it for their tolerances and showing them how to invest.
The Need
A professional and approachable brand
The requirement was to create a brand (not just a Corporate Identity) that was professional yet friendly, authoritative yet reassuring. Investing can be somewhat of an intimidating process if you're not a banker or finance guru, so all brand elements, communications and touch points had to impart a sense of ease of use, reassurance and peace of mind. Spotlight wanted to be seen as a brand that is on your side. It was also important to communicate the integrity and accuracy of the Spotlight software and show users how they can be in control of their own finances and investment portfolios.
So what did we do?
- Corporate Identity design
- UX Design
- Navigational structure
- Information architecture
- Wireframe generation
- Visual design
- Interaction design
- Interface design
- Spotlight application video
Corporate Identity and website
Through workshops and working closely with the Spotlight team to understand and define their business and user requirements, we were able to create a complete brand that would help personal investors build and grow their portfolios on their own terms. The Corporate Identity is uncomplicated and friendly. Every element was considered and designed to align with Spotlight's needs.
The visual design of the site is professional and current yet friendly and approachable. With comprehensive explanations, step-by-step guides and videos of processes, our aim was to leave nothing open to interpretation. The blog was also incorporated into the site to encourage client participation and illustrate Spotlight's active involvement with their clients and the industry itself.
A demo video guides users through the application
A 3 minute demo video guides users through the Spotlight application and explains each step in detail. Using visuals and clear messaging the user is given a comprehensive overview of how the Spotlight solution works.
Astronomically amazing graphs
We created astronomically amazing graphs to communicate what Spotlight can do for the personal investor and offer a "preview" of what they can expect from the application.
The Result
Investing that is easy and accessible
With the current economic climate being what it is, there is a growing concern that sometimes the pros don't always do what is best for their clients. By understanding this sentiment and well as the desire to be in control of your own money and financial investments, Spotlight is now helping individuals make the right choices and understand what is required to invest successfully.