Anna Jones
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Riskalyze

A risk alignment platform for financial advisors.

Website Re-Design

 

DURATION 4 Months

 

DIRECT REPORT VP of Marketing

 

POSITION Visual Designer


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A Fresh, Clean SaaS Look and Feel

When the Riskalyze product evolved, their site was left to the wayside. They needed a refresh that reflected the development and growth that their brand experience over the last couple of years. As a visual designer, I contributed in the following ways:

  • Collaborated with VP of Marketing and CEO to finalize copy and design

  • Create a new, on-brand look and feel for product, pricing, and case study pages

  • Worked closely with front-end developer to implement new designs

  • Used Sketch and InVision to how proof of concept as well as provide specs for development

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Process

The main goal of Riskalyze’s updated website was not only to reflect the development of their brand, but to aid sales their conversations with new and exiting advisors. In addition to sketches and wireframes, the following steps:

  • Collaborate with VP of Marketing using Storyframes as a way to structure and organize content and communications

  • Create a project plan for approval and design phases to determine timelines

  • Adapted and created a style guide based on new product guidelines

  • Create desktop and mobile designs to outline responsive behavior

Final Designs

Final pages include Pricing, Riskalyze, Compliance Cloud, Retirement Solutions, and Sign Up pages pages in desktop and mobile.

 

Product Emails

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Design and Unify Product, Customer Success, and Marketing Emails

As Riskalyze’s core product grew, the emails neglected to reflect that growth in their visual designer. As a visual designer, I was tasked with collaborating with the appropriate department to update and unify the look and feel. I collaborate with:

  • Customer Success from On-boarding emails

  • Product Managers to determine to source of emails and prioritize importance

  • VP of Marketing to unify all emails