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UX/UI Design Case Study: Montgomery Investment Management

Founded by finance expert Roger Montgomery in 2010, Montgomery Investment Management is committed to growing its client's wealth and a high level of personalised service. Montgomery Investment Management is one of Australia’s leading boutique fund managers, investing close to $1.4 billion in Australian and global equities on behalf of their clientele.

Click Creative was invited to partner with their team for the complete redesign and redevelopment of the Montgomery website. We worked alongside their in-house marketing team on the discovery and implementation of a fresh UX/UI design. With the goal to ensure their website was optimised to reflect their dedication to providing a positive experience for both existing and potential clients.

UX/UI Design

With Montgomery looking to personalise their website experience to satisfy both current and potential clients, focusing on developing UX/UI design elements was essential in this project. UX/UI refers to user experience and
user interface, on developing UX/UI design elements was essential in this project. UX/UI refers to user experience and
user interface, both of which encourage customer retention when used effectively, growth and the longevity of your website’s success. To improve their website user experience, we developed new features created in our solution-based design consult.

The new website now includes custom developed CMS modules and investor portals, to allow Montgomery personalised features. Additionally, the CMS features a pop-up function that can be enabled easily to draw users' attention to new features and funds. Other functionalities included embedding code for Pardot forms across several decision pages to optimise the conversion process and add contacts to their CRM. And a custom solution was developed to import blog content specifically curated for investors looking to learn more about relevant topics

These features amongst others, were all part of our effort to focalise UX design. When providing Montgomery with UI design elements, the aim was to implement assets that were both functional and aesthetically cohesive to their brand. Our UI kit included navigational assets, webpages and colour/fonts schemes alongside other core UI design elements. This was to provide Montgomery with a sense of brand cohesivity both online and offline.

Montgomery Investments UI Kit

 

Ongoing Website Services

With UX/UI design developments becoming more rapid as technology advances, we
provided the maintenance necessary to keep the website optimised. Our managed web
services included hosting and support, inbound marketing automation maintenance and
updated SEO strategies. We also provide services for ongoing website development and
expansion to ensure long-term results.

 

Custom CMS

As part of our digital marketing services, we provided Montgomery with a
custom CMS back end. Part of this involved our team developing custom functionalities to
represent the dynamic content displaying the existing and recently added new investment
funds. Providing custom CMS assets gives the website owner more flexibility when
considering page layouts, functions and uses. A custom CMS can also provide you with
insight into your key goals, client demographics, and more, especially when integrated with
the many Google analytics and marketing tools. Leveraging these can be what separates
your intelligence from your competitors.

 

Summary

To get the most out of your company website, it’s essential to have your UX/UI design assets
and SEO strategies nailed. The guidelines to online visibility and functionality are changing
rapidly as technology develops, making it more important than ever to monitor and be
proactively updating your website. If you’re interested in learning more about how we
implement client UX/UI projects, feel free to book a consultation with our digital agency
Melbourne team today.

 

 Learn more about UX/UI design