Ridgeline:
Next-Gen Cloud Investment Platform
Legacy tech systems haven’t kept up with today’s pace of business. Ridgeline's cloud platform connects formerly disparate and siloed core functions into integrated workflows across your front, middle, and back office. Their team came to us as a referral from another partner that we worked with previously. We collaborated with their team end-to-end. The scope work work required strategy, ux/ui design, front-end Webflow development, and back-end Webflow development.
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Understanding the business
Business Goals
Ridgeline has been working on an innovative solution that improves the process for how portfolio managers are able to manage investment portfolios. Due to their rapid growth, they needed a partner that can take them from strategy to launching an enterprise level website.
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Business challenges
The CMS that the website was built on was clunky and difficult to use. Their team had several product features and solutions that were not featured on the website due to how difficult it was to maintain their current CMS.
Asking the right questions
Research goals
How might we turn a rather antiquated product sector in the market and truly highlight how modern and valuable the Ridgeline product really is?
Versatile
The personas that ultimately rely on these types of platforms require them to be extremely robust and versatile.
Scalable
Many accounts are managed at one time. Often times, by the same persona. For this reason, the product must be able to handle large volumes of data accurately.
Intuitive
In order to increase adoption, the product and website must be extremely easy to understand and visually build trust with both first-time and returning users.
Secure
In the financial sector, security is huge. The product pages must enforce that Ridgeline is a secure product that portfolio managers, traders etc. can rely on.
Without Ridgeline’s Industry Cloud Platform
With Ridgeline’s Industry Cloud Platform
Interface inspirations
Revise antiquated solutions
Ridgeline’s product is superior to most solutions in the market by bridging the gap between systems. We needed to find a visual direction that was strong and aligned to their branding guidelines.
Creating the system
Information architecture
The Investment
Cloud Platform
Visual design guidelines
Colors
IBM Plex Sans
Modern investment designs
We aimed to make the Ridgeline brand and website experience appeal to not only their current users, but also their potential leads. Improving the visual design of their website made the company much more believable and trustworthy.
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Wilian is awesome to work with and I'm super proud of the outcome - our site is such night and day and now reflects the company we are growing into!
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