Barnum Financial Group is an award-winning network of independent financial planning and wealth management advisors who needed a cohesive online brand. The challenge for our B2B website design agency: unite independent advisors under a single digital destination and increase adoption and conversion nationwide.

UX Agency helps Barnum with Personalized Financial Planning
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UX Agency helps Barnum with Personalized Financial Planning
User experience agency helps Barnum Financial Group connect with audiences on an emotional level for personalized financial planning and wealth management.
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Isadora Agency
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Barnum by Mass Mutual

Barnum Financial Group is an award-winning network of independent financial planning and wealth management advisors who needed a cohesive online brand. The challenge for our B2B website design agency: unite independent advisors under a single digital destination and increase adoption and conversion nationwide.

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Barnum by Mass Mutual

Barnum Financial Group is an award-winning network of independent financial planning and wealth management advisors who needed a cohesive online brand. The challenge for our B2B website design agency: unite independent advisors under a single digital destination and increase adoption and conversion nationwide.


As a Mass Mutual brand, Barnum Financial Group struggled to help its agents establish a distinct online presence that also aligned with the brand’s digital strategy and design aesthetic. Worse, inconsistencies impaired online visibility and conversion.


Market Research, UX/UI, Motion Graphics, Web Design & Development, CRM Integration



After detailed brand and market research our B2B website design agency crafted a single destination web product that highlighted Barnum’s’s mission, while providing a seamless bridge to local specialists. This integrated solution connects with audiences on an emotional level and provides a clear path to conversion through personalized agent experiences.

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Isadora Agency took a much needed concierge approach to our relationship and helped us define our goals as well as align the expectations of the officers of our company. Management was extremely happy.

website animation
Roberto R. Aponte e-Business Marketing Consultant


Barnum Financial Group takes a holistic view of wealth management. The brand enables anyone to take charge of their personal finances and achieve important life goals. Our B2B website design agency told this story with a unique horizontal scrolling experience that reflects a timeline and highlights the benefits of sound financial planning at key stages of life. The experience culminates in an interactive conversion form that humanizes the information gathering process and improves the quality of leads entering the funnel.

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Strategically designed for resonance

With strict industry regulations, our B2B website design agency was unable to incorporate social proof such as case studies or testimonials. Instead, we turned prospects into leads with audience-specific financial scenarios that connected with them on a personal level.


Brand consistency not conformity

Vanity domains link to tagged urls so that each Barnum advisor’s name and image appear  in the website header throughout a user’s visit. This eliminates the need for inconsistent agency microsites and creates a consistent brand experience. At the same time, it helps  local agents distinguish themselves and retain ownership of leads. Combined with our advanced CRM integration, agents can track and manage each lead interaction, providing greater accountability without tedious administrative tasks.


Creative Thinking

In the saturated financial services market, it is important for Barnum Financial Group to stand out. Our designers used angles and triangles to create an iconic style that remains professional and establishes trust. Interactive features allow visitors to pinpoint financial priorities and follow a personalized path to the services that will benefit them most.


Through our strategic evaluation, we found a way to go above and beyond the client’s expectations for our engagement. We didn’t just develop an enterprise grade website for Barnum Financial Group; we crafted a robust digital experience capable of enhancing client service and relationship management on a number of levels.

website animation
Isadora Marlow-Morgan President


With so many users on the go, it was vital that Barnum Financial Group offer a best-in-class mobile experience. Our mobile strategy focused on content. Our B2B website design agency reduced the size of images and animations to allow for faster load times and more efficient viewing, adapted  to mobile usage patterns.

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