Case Study
Attracting a New Audience.
A brand refresh and website redesign with the intention to acquire a new client base while continuing to service the current audience.
OUR ROLE
branding | website strategy | WordPress website
design & development
Mission/Challenge
HK Financial needed to refresh its logo and dated website to appeal to an additional new audience targeting young engineers looking for financial planning and wealth management.
The current client base is primarily the older generation of professional individuals and their families. Looking forward, HK Financial intends to add appeal and serve this younger demographic well.
Results / Outcome
The updated brand and website allows the business to expand their reach to the younger market with an updated modern professional presentation of the company and the business.
The curated story and imagery of navigating life’s twists and turns appeals to a wide range of professionals, that are progressive, holistic, and health-conscious, taking action on their life goals and legacy.
Project
Details
Details
HK Financial is a fee-only financial advisory firm dedicated to helping professionals and their families achieve their financial goals.
They offer a holistic approach by offering personal services in financial planning, investment advisory services, and advice. Simplifying the complexity of the financial world for clients gives them financial peace of mind. So they can live more fulfilling lives focusing on relationships and personal growth.
Project
Goals
Goals
The overall goal is to appeal to a younger audience of engineers while continuing to serve the current audience. We delivered a refresh of the firm’s branding and a complete redesign of their website.
The redesign is intended to be a reflection of the quality of the firm and its services. To resonate with ideal clients and new prospects, while guiding them to take action.
The
Results
Results
Delivered a refreshed brand and marketing website for this financial advisory firm. Elements include logo, updated mark, business cards, and marketing website.
Partnering with HKFinancial to create a refreshed brand that appeals to a younger market. The curated story and imagery of navigating life’s twists and turns also appeals to a wide range of professionals, that are progressive, holistic, and health-conscious, taking action on their life goals and legacy.
The website serves as an education, information, and marketing tool for HK Financial. As well as a convenient way for clients to login into their account through a secure client portal.
THE OUTCOME
Brand Design /
Website Features
We guided the client through brand and website design strategy delivering refreshed logo + mark, including color palette and font choices. As well as, an up-to-date interactive, mobile-friendly website design and development.
All while serving up a great client experience and education during the redesign process.
LOGO AND MARK
For a tasing first impression, we included an eye-catching video background on the home page to set the tone and deliver an engaging visitor experience.
UPDATED COLOR PALETTE
Selected a sophisticated color palette of gold and muted heather green with a pop of blue.
Emotionally, green and gold are associated with finances, money, wealth. Blue is strongly associated with trust and the financial industry.
COORDINATING TYPEFACES
Selected modern san serif typefaces to represent the business. And for simplicity, clarity, and ease to read.
EASY SIMPLE NAVIGATION
Allows visitors to quickly find what products that can solve their challenges.
CUSTOM COORDINATING WEBSITE GRAPHICS
Designed matching branded infographics of HK Financial’s processes. To visually communicate the process of their services.
EASY TO READ FORMAT
Use of accordion dropdowns to encourage visitors to interact with the website and stay on the website longer to learn more details about HK Financial’s financial offerings and FAQs.
SIMPLE SECURE CONTACT FORM AND CLIENT LOGIN
Efficient ways to encourage visitors to contact the business.
WEBSITE MIGRATION
Moved the website and blog to a new hosting platform that is ideally suited for WordPress websites. And where the client has easier access to the site for changes and updates.
CLIENT REVIEW
Collaborative
Success.
“Working with Leslie was a pleasure. I challenged her to makeover my company website (HK Financial.com). She took the time to listen to understand what I do and how I help clients. Then she methodically designed a WordPress site that is second to none. Many of my clients and colleagues have commented on how well the website communicated and reflected my personality.
She has always been willing to answer questions following the relaunch of the website.
I couldn’t be happier with my selection of Leslie to do the makeover, and am grateful to her for her expertise, patience, and creativity.
PS: She is an unassuming triathlete – GO Leslie!”