CONCEPT 13 Finance
Concept caseWealth Management Brand & Digital Experience
Bringing clarity to complex services
A hypothetical wealth management firm, exploring a professional, restrained voice through brand architecture, service materials and digital interfaces.
Design detail
Service architecture and client journeys
See how the brand rules reach a specific touchpoint, through a detail, an interface, or a layout.
01 / DESIGN CHALLENGEdesign challenge
The relationships between the firm, its service teams and its products needed to be clearly understood. The concept brief: create tiered service entry points and give specialist content a consistent reading experience.
02 / BRAND STRATEGYStrategic direction
The brand narrative is organized by client segment and service scope, with corporate introduction, service explanation and client actions designed separately. The concept does not rely on promised returns, client asset figures or fictitious credentials to persuade.
03 / VISUAL EXPRESSIONVisual and experience
Deep green, warm white and fine linework establish a composed brand language. Demo interfaces emphasize account hierarchy and service entry points; all figures are illustrative only and do not constitute investment advice.
04 / CONCEPT DELIVERABLESConcept deliverables
- Brand Architecture Concept
- Service publication design
- Client interface concept
- Key corporate website pages
Start from your market and the business question.
We look at the brand's stage, the professional material, and the market requirements, then define the scope for brand strategy, interdisciplinary design, and overseas projects.