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Comprehensive Website Redesign and Brand Refresh for Financial Institution
  1. case
  2. Comprehensive Website Redesign and Brand Refresh for Financial Institution

Comprehensive Website Redesign and Brand Refresh for Financial Institution

emergentsoftware.net
Financial services

Identifying Challenges in Outdated Website and Brand Representation

The client’s existing website has become outdated, lacking modern features and a responsive design, which hampers user experience and does not accurately reflect the quality of services offered. The brand identity is inconsistent and fails to convey security, community, and strength, affecting customer trust and engagement.

About the Client

A mid-sized regional bank seeking to modernize its online presence, enhance customer engagement, and strengthen its brand identity.

Goals for Modernizing Website and Enhancing Brand Identity

  • Redesign the website to be visually modern, clean, and aligned with updated brand messaging.
  • Improve user experience by creating a responsive, easy-to-navigate interface across all devices.
  • Implement key financial tools and calculators to assist users in financial planning and decision-making.
  • Enhance website security by adopting best practices in domain selection and SSL protocols.
  • Create a flexible, dynamic content management system to enable easy content updates without backend development.
  • Incorporate compliance monitoring features such as change-tracking and user activity logging to ensure regulatory adherence.
  • Achieve a more engaging online platform that reinforces the brand's core values of security, community, and strength.

Core Functional Requirements for the Website Redesign

  • Modern, clean visual design with responsive layout adaptable to desktops, tablets, and smartphones.
  • Custom domain with enhanced security (.bank domain) and shortened URL for easy access.
  • Integrated financial calculators for home loans, personal finance, investments, and retirement planning, utilizing external calculation software.
  • Dynamic website components enabling non-technical marketing team to create and update content easily.
  • Change-tracking plugin for content modifications and user login/logout activity logs to support compliance.
  • Brand messaging and copy aligned with new visual identity and core brand values.
  • Branded photoshoots and revised messaging strategy to match the updated visual identity.

Preferred Technologies and Architecture for Web Development

Responsive web design frameworks (e.g., Bootstrap, CSS flexbox/grid)
Content management system that supports dynamic components (e.g., WordPress or similar CMS)
External financial calculation tools hosted via API integrations
Version control and change-tracking plugins for compliance monitoring
Secure hosting environment supporting custom domains (e.g., .bank)

External Systems and Tools Integration Needs

  • Financial calculation software APIs for loan, investment, and retirement calculators
  • Content management plugins for change-tracking and user activity logs
  • Secure hosting provider supporting HTTPS and custom domains with SSL certificates

Key Non-Functional System Requirements

  • Responsive design compatible across all device types and screen sizes
  • Site uptime of 99.9% with optimal page load speeds
  • Data security compliance including user activity logs and change tracking
  • Easy content updates without requiring specialized backend development
  • Scalable architecture to support future growth and additional features

Anticipated Business Benefits and Outcomes

The project aims to significantly enhance customer engagement and satisfaction through a modern, secure, and accessible online platform. By integrating financial tools and optimizing user experience, the client expects increased online traffic, higher user retention, and strengthened brand perception. The website’s compliance features will mitigate regulatory risks, while the flexible CMS will enable ongoing content updates to sustain a relevant and authoritative online presence.

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