BrightPlan
Website Design & Development
A US-based ‘Robo-Financial-Advisor’ application that plugs into a user’s financial data to produce accurate savings and investment recommendations through AI needs an equally considered website for B2C and B2B operations.
The Brief
We were originally approached to develop a go-to-market strategy, which comprised an acquisition platform build, product positioning, channel strategy, and nurturing campaigns. Since the completion of that portion of the partnership, we have gone on to become strategic, creative and production partners in all of their marketing efforts on both sides of their B2B and B2C business.
"Working with Platinum Seed over the past eight years has been instrumental to expanding our product offerings. They’ve delivered not only exceptional websites, but also clear strategic platform selection that has strengthened our digital roadmap. The relationship is one of true partnership, built on trust, collaboration, and a deep understanding of our business. Platinum Seed consistently brings the expertise and insight we rely on to make confident, informed progress."Larry RobinsonChief Product Officer, BrightPlan
We built a robust, modular platform and a lead sign-up ecosystem integrated with HubSpot, Salesforce, and the BrightPlan application. The acquisition platform serves users personalised content based on their unique choices and goals. All user behaviour is monitored and optimised with data-driven UX analysis using A/B testing & Hotjar.
Beyond simply GTM, our UX and Design team work directly with the BrightPlan Product Team on new features and functionality for the Robo-Advisor itself.
We have optimised pages across their site based on user data and trend analysis, as well as highly custom-built marketing tools unique to their offering, such as Total Financial Wellness Calculators.
We have produced in-depth market research documentation as well as performance-based landing pages to market them from.