Barnum Financial Group is an award-winning network of independent financial planning and wealth management advisors. Our user experience team cracked the formula for uniting independent advisors under a single digital destination for financial and wealth management, increasing 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

Gartner

Gartner is the world’s leading research and advisory company, providing essential market data and insights for industry leaders. Learn how content organization, strategic thinking, and a new UX design system for GDM's customer portal turned a brand's information expertise into an industry-leading software resource.

Razor USA

We gave an iconic youth brand a hip lifestyle upgrade that inspired a whole new audience to want to take Razor's products for a spin.

News Corp

A first of its kind benefits hub that highlights benefits for each stage of an employee's life. See how our web design company created a transformational experience that makes benefits tailored and easily consumable.

Barnum by Mass Mutual

Barnum Financial Group is an award-winning network of independent financial planning and wealth management advisors. Our user experience team cracked the formula for uniting independent advisors under a single digital destination for financial and wealth management, increasing adoption and conversion nationwide.

UE by Logitech

We’re all made to love music. See how our agency partnered 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

Guiding the way partners and staff perceive and engage with the brand by 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

Since 1950 Virco has supplied quality furniture for America's K-12 schools. Discover how our digital agency achieved a beautiful balance of robust client utility and brand positioning alignment.

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. Our user experience team cracked the formula for uniting independent advisors under a single digital destination for financial and wealth management, increasing adoption and conversion nationwide.

Overview

As a Mass Mutual brand, Barnum Financial Group offers a portfolio of premium services supporting consumers’ financial needs. With a network built on independent experts, the brand struggled to help its agents establish a distinct online presence that also aligned with the brand’s digital strategy and design aesthetic. This was negatively impacting online visibility and conversion. 

Barnum

Services

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

ID_CaseStudy_Video_thumb

Increased Brand
Adoption

90%

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.

user experience agency
Roberto R. Aponte e-Business Marketing Consultant

Approach

After detailed brand and market research we focused on crafting a single destination web product that highlighted the brand’s mission of personalized financial service planning for every stage of life, while providing a seamless bridge to working with one of many local specialists. This integrated solution not only connects with audiences on an emotional level, but provides a clear path to conversion through personalized agent experiences.

ID_CS_Barnum_Strategy_01 ID_CS_Barnum_Strategy_02

Inspiration

Barnum Financial Group takes an holistic view of wealth management, enabling anyone to take charge of personal finances and build towards important life goals. We illustrated this storytelling approach with a unique horizontal scrolling experience that reflects a timeline and highlights the benefits of sound financial planning within key stages of life. The experience culminates 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 we were unable to add traditional social proof such as case studies or testimonials. As an alternative, audience-specific financial scenarios connect with users on a personal level through benefits oriented communication, turning prospects into leads.

ID_CS_Barnum_Website_02

Brand consistency not conformity

Vanity domains linked to tagged urls, enable each Barnum advisor’s name and profile image to display in the website header throughout the users visit. This eliminates the need for inconsistent agency microsites and creates a consistent brand experience while simultaneously enabling local agents to distinguish themselves and retain ownership of leads. Combined with our advanced CRM integration agents are able to track and manage each lead interaction, providing greater accountability without tedious administrative tasks.

ID_CS_Barnum_Website_01

Creative Thinking

In a saturated financial services market,  it was important that Barnum Financial Group stood out in the crowd. Whether consciously or not, we all react to visuals, and people are naturally drawn to good design. Our designers utilized angles and triangles to create an iconic style that remains professional and establishes trust. Interactive features enable visitors to pinpoint current 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.

user experience agency
Isadora Marlow-Morgan President

Responsive

The field for mobile devices worldwide is constantly increasing and becoming more popular. With many users on the go it was vital that Barnum Financial Group have a best-in-class mobile experience. Our mobile strategy was to focus on content. We reduced the size of images and animations to allow for faster load times and more efficient viewing, adopting to mobile usage patterns.

ID_CS_Barnum_Mobile_01
ID_CS_Barnum_Mobile_02
PREVIOUS PROJECT News Corp NEXT PROJECT UE by Logitech