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Tolerisk Case Study

Financial SaaS Company Website Design

Tolerisk offers a comprehensive investment risk tolerance assessment tool for financial advisors, focusing on both clients' willingness and ability to take risks. It provides customized portfolio analytics, retirement planning, and supports 401(k) participants. The platform integrates with other financial tools, enhancing practice growth and compliance. Tolerisk emphasizes detailed, scientific measurement of risk tolerance to provide actionable investment advice, improving client understanding and decision-making.

Project Scope:
Discovery,Front-end Development,HubSpot CMS,UI Design,UX Design,Wireframes/Prototypes,
See it Live

Background

Tasked with transforming the digital presence of a math-intensive financial SaaS platform, I collaborated with the Tolerisk team to re-design their existing marketing website built on WordPress. With a critical timeframe tied to the impending application release, I aimed to rapidly and comprehensively re-build the client-facing marketing site, requiring us to work collaboratively and efficiently to meet the tight deadline.

Challenge

The primary challenge of this project was transforming the digital presence of Tolerisk, a math-intensive financial SaaS platform, under a critical timeframe linked to an impending application release. The project required a complete re-design of their existing WordPress marketing website. This necessitated rapid, comprehensive development and seamless collaboration between our design agency and the Tolerisk team. Efficient communication and meticulous project management were essential to meet the tight deadline without compromising on the quality or functionality of the new client-facing marketing site.

Solution

To address the challenges, we implemented a multi-phase strategy:

Assessment and Planning: Conducted a thorough analysis of the existing WordPress site and gathered requirements from the Tolerisk team to ensure all necessary features and content were identified.

Collaborative Design: Worked closely with Tolerisk to create a user-friendly and visually appealing design, ensuring it aligned with their brand identity and the complexity of their financial SaaS platform.

Rapid Development: Utilized agile development methodologies to accelerate the re-building process, allowing for iterative feedback and adjustments.

Integration and Testing: Ensured seamless integration with existing systems and conducted rigorous testing to identify and resolve any issues promptly.

Launch and Support: Successfully launched the new marketing site within the tight deadline and provided ongoing support to ensure smooth operation and performance optimization.

Result

The project culminated in the successful launch of a fully redesigned marketing website for Tolerisk, delivered on time despite the tight deadline. The new site not only enhanced the visual appeal and user experience but also improved functionality and performance. This transformation boosted client engagement and provided a solid foundation for future growth. The collaborative effort and agile methodology ensured that the Tolerisk team was satisfied with the outcome, achieving their goal of a stronger digital presence to coincide with their application release.

See it Live

Website traffic

+0%

Conversion rate

+0%

Bounce rate

-0%

Time on site

+0%

Page load time

-0%

We hired Mike as a freelance front-end developer to redesign and implement our WordPress marketing site. Mike is the consummate professional. He did what he said he’d do, which is what we asked him to do, and did it in a timely fashion. His work quality is excellent and we would hire him again for the next project. Mike is a no-nonsense, get down to business, type of person. 30 minute meetings were generally done in 15 minutes and we were very happy with the process.

— Mark Friedenthal, Founder & CEO, Tolerisk

Redesign Before & After

A fresh, modern design not only reflects your brand’s commitment to innovation but also enhances user experience, ensuring your site is accessible, engaging, and aligned with the latest user expectations. Keeping up with design trends helps your site perform better in search engines, adapt to new technologies, and meet the ever-changing standards of web functionality.

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