Entrust Financial
Helping Middle Class Millionaires Build Their Wealth
BRAND DEVELOPMENT | UX/UI DESIGN | WEB DESIGN & DEVELOPMENT | BRAND COLLATERAL | MARKETING
About Entrust Financial
Entrust Financial LLC is an independent, fee-only investment management firm—one of the few woman-founded, women-owned firms in the region. The Entrust Financial team believes that money can bring comfort, security, and freedom. Providing strong commitment to objective, customized investment and wealth planning advice and we adhere to the fiduciary standard of always putting our clients’ best interests before our own. Urban Emu conducted a UX and design overhaul of the website, designing with a new modern, easy to navigate approach.
About Entrust Financial
Entrust Financial LLC is an independent, fee-only investment management firm—one of the few woman-founded, women-owned firms in the region. The Entrust Financial team believes that money can bring comfort, security, and freedom. Providing strong commitment to objective, customized investment and wealth planning advice and we adhere to the fiduciary standard of always putting our clients’ best interests before our own. Urban Emu conducted a UX and design overhaul of the website, designing with a new modern, easy to navigate approach.
The Challenge
Entrust Financial needed to revamp its website so that users could easily access all of the valuable resources made available to them. In addition to making their website more user-friendly, the team needed training on Social Media use and tactics to grow their business and increase brand awareness and organic reach.
Type of Project
Branding, Social Media, Website
Capabilities Used
Digital Strategy
Brand Strategy
Analytics Data Tracking
Competitive Analysis
Culture & Brand Alignment
Team & Culture Development
Persona Development
Market Research
User Research
Competitive Landscape Analysis
Web Development
User Experience Design
Video & Animation
Graphic Design
Event Design
The Challenge
Entrust Financial needed to revamp its website so that users could easily access all of the valuable resources made available to them. In addition to making their website more user-friendly, the team needed training on Social Media use and tactics to grow their business and increase brand awareness and organic reach.
Our Approach
Entrust Financial needed their website to speak to a corporate audience—their desired client base. We utilized white space, bold messaging, and impactful videos to show that Entrust Financial are sophisticated, yet young and energetic. As part of our research, we created user personas to understand the user psychology. This helped us build the information architecture and site architecture. This is a highly educated consumer that wants more digestible content, broader but less visuals, and in a frank manner.
After reviewing their goals, a personalized social media posting strategy was put into place to ensure regular and relevant postings on both the team’s personal pages and the business page. These custom posts were used to increase organic followers and engagement. In addition to organic activity, paid advertisements with specially targeted groups were utilized to gain valuable leads. Urban Emu team members also attended Entrust events to capture photos and videos for both social media posts and the website.
Our Approach
Entrust Financial needed their website to speak to a corporate audience—their desired client base. We utilized white space, bold messaging, and impactful videos to show that Entrust Financial are sophisticated, yet young and energetic. As part of our research, we created user personas to understand the user psychology. This helped us build the information architecture and site architecture. This is a highly educated consumer that wants more digestible content, broader but less visuals, and in a frank manner.
After reviewing their goals, a personalized social media posting strategy was put into place to ensure regular and relevant postings on both the team’s personal pages and the business page. These custom posts were used to increase organic followers and engagement. In addition to organic activity, paid advertisements with specially targeted groups were utilized to gain valuable leads. Urban Emu team members also attended Entrust events to capture photos and videos for both social media posts and the website.
The Outcome
Urban Emu was able to create a clean, easy to comprehend website, full of valuable information that catered to both the client and those needing financial guidance. We set up the website for maximum user experience and allowed the user to easily comprehend sections. We also assisted the client who had very little social media experience, providing training and valuable knowledge, allowing them to learn how to interact with potential leads and contacts online. We executed a complete package, creating sleek personalized emails, eye-catching elements to keep the user up to date, and drafted and created blogs each month.
The Outcome
Urban Emu was able to create a clean, easy to comprehend website, full of valuable information that catered to both the client and those needing financial guidance. We set up the website for maximum user experience and allowed the user to easily comprehend sections. We also assisted the client who had very little social media experience, providing training and valuable knowledge, allowing them to learn how to interact with potential leads and contacts online. We executed a complete package, creating sleek personalized emails, eye-catching elements to keep the user up to date, and drafted and created blogs each month.
Contact Us
Urban Emu is an experience agency with a fast growing team of experience designers, facilitators, strategists, researchers, UX/UI designers, and software engineers that create innovative experiences to improve and transform businesses.
We love to hear about ideas big or small. Please don’t hesitate to get in touch with us regarding your project.
Email: hello@urbanemu.com
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Contract Number: 47QTCA20D003Z
