In a very competitive marketplace, such as fund investments, success requires a great team, underpinned with great technology and the staff's ability to use them. Our client had a problem - they had the team, but not the right tech. With a new fund to launch, they wanted to showcase all the relevant information around the team and fund. The solution needed to allow clients to view real-time data around the performance of both their portfolio and the fund itself.
At Digital Marmalade, we are always up for a challenge, and so we designed a site that reflected our client needs. The fund's performance is integrated via an iframe that connects to the fund platform showing all relevant product information to potential clients. There is a private section of the site that only members can access to view fund performance and download any client-specific documents.
The CMS allows our client to manage most of the content across the site, letting them add or remove team members biogs, fund information and, if necessary, provide or withhold access to the private area. Full control. Although dealing with highly sensitive information, we reshaped our production process to work fully transparently whilst inviting client feedback/opinions.
As with most of our best work, this collaborative approach meant direct client input into the resulting solution - a win-win for all.