Summit Finance

Modernized the platform with streamlined dashboards, stronger trust signals, and simplified financial insight delivery.

Services:
Brand Direction + Web Platform
Industry:
Finance & Consulting
Timeline
9 Weeks

The Challenge

Summit Finance needed a platform that felt secure, credible, and easy to understand. Their previous UI relied heavily on text, lacked structure, and overwhelmed users with information.

  • Dense content causing confusion
  • Poor emphasis on trust signals
  • Hard-to-read dashboards
  • Weak hierarchy for key actions

The Solution

We modernized the interface with simplified layouts, clearer typography, and stronger trust indicators. Dashboards were redesigned to highlight the most actionable insights and reduce cognitive load.

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The Result

Users now navigate with confidence, and Summit Finance reports better engagement across tools and dashboards, boosting client trust.

  • Increase in dashboard usage
  • Higher client onboarding completion
  • Stronger perceived credibility
Client Avatar
Liam Parker
-
Operations Lead

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