Web Design

Foxplan

For young people, finding a financial adviser happens online. To convert a new generation of Kiwis into customers, FoxPlan needed a modern digital presence and a way to attract new advisers towards their equity partner programme.

Brand Essence + Strategy UI/UX + Web Design Web Development Copywriting + Art Direction

FoxPlan’s original website wasn’t meeting the expectations of a new generation of clients. The site needed more information so that phone-call shy Millennials and Gen Z’s could explore before making that dreaded first introductory phone call.

We started by expanded their service pages from eight to 15 and nesting each service under a main landing page. On-page content is broken into consumable, scrollable sections. From here, we created user flows that would guide readers towards a range of helpful tools, podcast episodes adjacent services, and free downloadable content as well as booking call-back calendar.

Potential recruits have their owner user flows too with dedicated pages for Careers and Equity Partners. To ensure our new content optimised SEO, security, and site speed we built their new site on Craft CMS, rolling the newly designed brand across the site.

FoxPlan’s new website guides users through the site, building confidence through transparency of processes, free and useful educational content, and a booking process that lets users schedule a call at their own convenience. It’s a process that builds reassurance and legitimacy while bridging the trust gap that younger generations have before engaging with a financial adviser.

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FoxPlan - Branding

FoxPlan

After more than 30-years in the financial services industry, our client needed a new brand identity. The goal was to build on their history while creating a modern look that would resonate with a new generation of clients.

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