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.

Summary
UX Agency helps Barnum with Personalized Financial Planning
Article Name
UX Agency helps Barnum with Personalized Financial Planning
Description
User experience agency helps Barnum Financial Group connect with audiences on an emotional level for personalized financial planning and wealth management.
Publisher Name
Isadora Agency
Publisher Logo

Brookfield Residential

Leading home builder and land developer Brookfield Residential partnered with Isadora Agency for ongoing user experience design. Our team enhanced the brand's website and marketing tools. In addition to an improved user experience design, we created new visuals to display the brand’s beautiful communities.

Popcornopolis

Ecommerce website design for Popcornopolis brings high-quality, nostalgic flavors of popcorn to modern families on the go. A fast-growing leader in consumer packaged goods, the brand needed to keep up with increasing demand from devoted fans. Therefore, a modern, attractive eCommerce website design was key.

The Honest Company

The Honest Company partnered with Isadora Agency, a premier eCommerce web design agency, for facilitating the brand's online sales of baby and beauty products. The new aesthetic is a blend of utility and minimalism. See how we incorporated innovative features and design elements that enhance all beauty and baby products.

Texas State Technical College

Information architecture services were key to our work with Texas State Technical College (TSTC). Our team transformed a cluttered information clearinghouse into an effective student-focused marketing platform.

LiveNation

The world’s global leader in live entertainment. You can just imagine our digital agency’s enthusiasm when Live Nation tasked us with creating an interactive website design & marketing campaign. Live Nation’s summer concerts were about to get personal and sharable via millions of fans across social media.

Sunbit

In short, Sunbit is a financial technology brand that required a web design company with deep expertise in creating various web products and dashboard design. Therefore, the brand’s growth gave our teams an opportunity to revitalize and create all-new modern marketing and mobile app tools.

Upli

Could employers dramatically enhance employee financial wellness through a feature-rich mobile app design?  Discover how our agency's comprehensive design solved this Fintech challenge through highly interactive tools and a sticky experience essential for frequent user engagement.

Kelley Blue Book

A household name since 1918, Kelley Blue Book, needed to attract modern customers and younger audiences. KBB was looking for a fresh new experience that targets a generation of savvy, online car shoppers while remaining approachable to legacy users.

Razor USA

Ecommerce website development to drive online sales was the main goal. We gave an iconic youth brand a hip upgrade that inspired a whole new audience to want to take Razor for a spin.

News Corp

News Corp is home to some of the world’s most trusted brands, including Dow Jones, Harper Collins, New York Post, Investors Business Daily, and Storyful. When the company needed help, it turned to us for enterprise web development.

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.

UE by Logitech

We’re all made to love music. Professional website design agency, Isadora Agency partners with Ultimate Ears to create a rich and interactive experience, you can almost touch it.

The Marvin Group

We built an integrated digital experience and crafted an aviation website design that streamlines the navigation, showcases product innovation, and reaffirms a commitment to long-term customer satisfaction.

Belkin Business

Most importantly, guiding the way partners and staff perceive and engage with the brand design. On the other hand, aligning business and consumer verticals, highlighting differentiators, and reclaiming leadership.

Palm Bay International

An industry leader with the most comprehensive portfolios of imported wines and spirits. See how we developed powerful generators and sales tools to facilitate new B2B business.

PowerSchool

PowerSchool is improving the K-12 educational experience with over 100 Million users in 70 countries. Learn how our digital agency empowered users while giving the brand a powerful interactive web product.

Martinkovic Milford

A brand that pushes boundaries through forward-thinking architecture. Learn about how we inspired both B2B and B2C prospects while increasing qualified lead generation.

Virco

Most Importantly, Virco has supplied quality furniture for America's K-12 schools since 1950. Therefore, discover how our digital agency achieved a beautiful balance of robust client utility and brand positioning alignment in this custom web design.

Report by Steve Madden

A revolutionizing eCommerce shopping platform for one of the most iconic brands in footwear, sold in over 80 countries worldwide. See how our team developed a robust social and interactive experience targeted at female millennials.

Beast Academy

Providing a comprehensive curriculum that is both rigorous and wildly entertaining. Learn how our collaboration with Beast Academy took critical reasoning and advanced problem solving to all new levels.

Outward Hound

Outward Hound has cultivated a loyal customer following for pet lovers everywhere. Learn how our specialists employed advanced conversion tactics for the brand's robust new eCommerce solution.

Back

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.

Overview

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.

Barnum

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

ID_CaseStudy_Video_thumb

Approach

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.

ID_CS_Barnum_Strategy_01 ID_CS_Barnum_Strategy_02
ID_CS_Barnum_Strategy_03

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.

muse logo 220x220 1
Roberto R. Aponte e-Business Marketing Consultant

Inspiration

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.

ID_CS_Barnum_Inspiration_01 ID_CS_Barnum_Inspiration_02
ID_CS_Barnum_Inspiration_03
ID_CS_Barnum_Inspiration_04

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.

ID_CS_Barnum_Website_02

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.

ID_CS_Barnum_Website_01

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.

ID_CS_Barnum_Animation_01

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.

muse logo 220x220 1
Isadora Marlow-Morgan President

Responsive

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.

ID_CS_Barnum_Mobile_01
ID_CS_Barnum_Mobile_02
See more
PREVIOUS PROJECT News Corp NEXT PROJECT UE by Logitech