An Overview
In 2021, DCM Advisors, a new entrant into the Asset Management world, had not invested a great deal into their online experience. With a clunky website that didn't instill trust in prospects, it was clear that in order to secure investments, DCM would need to re-think their strategy and focus more on digital.
The Challenge
- General lack of online presence on Google, LinkedIn, and Web
- Poorly Designed Website that needed upgrading
- Non-existent Design System
The Solution
- New Webflow Website that instills trust in prospects
- Dedicated Webpages Mutual Funds and Separately Managed Account products
- Optimized Fact Sheet Design and Quarterly Reporting process
- Slide Deck Design for Mutual Funds and SMA's
- Google MyBusiness Profile
- Email Marketing Campaign Design
Design System
Competitive Analysis and Reference Designs
I researched numerous websites for Asset Management institutions and Fund Companies, and started to piece together the underlying requirements for a trustworthy Fund Webpage. Referencing JPMorgan Asset Management, I reverse-engineered the proper components required to build DCM's Fund page, and began prototyping in Webflow.
Designing a Trustworthy Fund Page
Maintaining a Regulatory Document Library
Slide Deck Design
Google MyBusiness Profile
Email Marketing Design
