CAPTRUST Financial Advisory

Making a new look for wealth management leader


Conducting user interviews to gain insights and align with our audience

CAPTRUST offers a broad range of services to both institutions and individuals. Their offerings helped rationalize an audience based IA and navigation. We truly wanted to make it about the customer.

I spent time studying the current state analytics, which informed the content strategy as I gained insight into site traffic, bounce rates, individual page performance, etc. The modular design style enabled a high level of reuse in componentry throughout the site, this was critical considering our partner’s goals related to CMS.


Implementing localized landing pages and enhanced advisor profiles to connect with customers and generate more conversions

To inform and inspire what’s next for our readers

As part of a separate engagement, I also designed an interactive experience for CAPTRUST’S VESTED Magazine – featuring an array of material