- Client
- AdvisorWorld
- Industry
- Fintech
- Headquarters
- USA
- Service
- Web redesign
( About the project )
About
AdvisorWorld is a B2B platform for financial advisors and a leader in annuity lead generation for over 20 years. The company came to us to redesign its website into a modern, SaaS-style platform. Now, it builds trust, highlights premium positioning, and has a conversion UX.
( The brief )
Challenge
Problem
Our team had to rebuild the platform with limited content, no cohesive brand identity, and only free licensed visuals. The main challenge was to create a trustworthy MVP that communicated value and professionalism within strict design constraints.
Solution
The client got a conversion-focused B2B platform. It directly addresses financial advisors with clear value messaging and a guided flow. A custom “How it works” section now walks users through the lead qualification process step by step without confusion.
( How we worked )
Process
- DiscoveryBriefing & onboarding, Q&A, Competitors Research
- UX DesignUX Audit, Wireframes, Site Map
- UI DesignMoodboard + UI Concept, UI Layouts, UI KIT
Wireframing
At the wireframing stage, our goal was to design a structure that drives key actions of financial advisors. The main challenge was translating the client’s broad request “make it clean, professional, and modern” into a well-paced B2B flow with value emphasis. But for our team, it wasn’t a problem thanks to our research-driven approach. So, the client approved the first wireframe version with only minor tweaks, and we moved fast into the UI stage.
Moodboard
We built the moodboard around modern SaaS and fintech visuals. The client wanted the site to look like a real product platform, so we prioritized UI elements and dashboard snippets instead of stock-style hero images. Subtle gradients, soft glow effects, and balanced spacing added depth. They create a mature and reliable tone that fits AdvisorWorld’s brand.
Redesign
The redesign transformed AdvisorWorld’s digital presence from a dated, unclear site into a clean, structured platform with hierarchy, confident typography, and strong CTAs. The new design mirrors the product itself, builds credibility, highlights value, and guides users to act.
Request your conversion-ready, modern website that helps business grow.
Web design
Our web designers followed a clarity-first approach. It means that every screen, interaction, and message should make things simple, trustworthy, and action-driven. We introduced a visual flow to explain the lead process step by step and kept CTAs always within reach (never distracting, always helpful). These solutions keep users oriented, confident, and ready to take the next step without hesitation.
Responsive design
The layout adapts dynamically and preserves hierarchy, readability, and conversion flow on any device. Buttons stay thumb-friendly, text remains scannable, and visuals scale cleanly without losing detail. This consistency reduces drop-offs and gives a professional feel.
Design system
( Results )
WHAT CHANGED
+62%
Higher lead conversion
Precise UX flow and persistent CTAs helped advisors instantly understand the value and take action.
2x
Growth in time on site
Users now stay on the site twice as long and explore services thanks to modern layouts, structured messaging, and improved hierarchy.
+45%
Stronger trust perception
We replaced stock visuals with a real, product-style design. It makes the brand more reliable and professional to the target audience.
-35%
Shorter onboarding time
With fewer clicks and a smoother flow, advisors can complete onboarding faster. It saves the support team time and reduces drop-offs.
