StartOn Purpose, a leading US-based financial consultant set out to launch a distinctive platform designed to help small and medium businesses access critical financial support. While the vision was clear, the execution demanded expertise in both UI/UX design and SEO, delivered under the unique constraint of limited information sharing.
In the competitive financial services space, creating a platform that is both user-centric and discoverable online requires a fine balance between intuitive design, compliance adherence, and strategic visibility. Without this balance, even the most innovative tools can struggle to reach and serve their intended audience.
We designed a Strategic Platform Enablement Framework to deliver an end-to-end solution tailored to the client’s goals. Our four-step approach included:
Scalable, User-Centric Design Execution – Delivered a platform framework that could adapt and evolve with the client’s business objectives, ensuring longevity and relevance in a competitive market.
The result was a streamlined, user-friendly platform enabling financial consultants to efficiently evaluate and process SMB support requests while maintaining compliance and protecting sensitive platform features. The design supported the client’s mission while positioning the platform for long-term scalability and visibility.
As everyone is time-strapped with shifting initiatives to match real-time competitive results, Markivis stands apart as a service organization because its leadership is always adapting, improving, and innovating. It doesn’t have a “once and done” attitude to its coding and website design recommendations, but a tactical approach that can work as businesses evolve. In this way, Markivis becomes a valued, highly involved partner in helping businesses exceed their growth expectations.
CEO, StartOnPurpose
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