Vision Financial Marketing

UI/UX of Proprietary CRM and Marketing Platform – I was lucky to be introduced to this initiative in its early days. We were able to structure as a startup with aggressive development goals while producing a much needed platform. I took over as Lead UI Designer, setting us up to launch with a robust CRM system centered around financial advisors. Phase two was set to include additional marketing automation components. We intentionally strayed from the norm of color palettes to embrace a brighter, colorful aesthetic with the intention to subdue colors in a later version. We did this to differentiate the identity of the company and platform from the growing CRM marketplace.

Supporting Collateral – Much like the platform itself, we carried the bright color palette throughout the supporting materials with the intention to grab attention and differentiate. We had a robust branding system in place to prepare for future sections and growth of the org.