A SaaS platform for HR departments to help employees with financial planning and management.
Problem: Rolan Wealth, a financial management platform for HR departments, lacked a cohesive brand identity and an MVP to help employees manage assets, debt, and financial goals. The absence of a user-friendly design made it difficult for financial advisers and HR teams to support employees effectively.
Solution: We developed a strong brand identity and designed an MVP for Rolan Wealth, focusing on usability and clarity. After studying the company’s objectives, we created a platform that highlights key areas like assets, debt, and action plans. We integrated a chat room for employees to connect with financial advisers and schedule consultations, while providing HR departments with a dedicated portal to track metrics, manage users, and oversee advisers.
Outcome: The new platform streamlined financial guidance for employees, improving engagement with advisers through the intuitive chat feature. HR teams gained better oversight with the portal, enhancing user management efficiency. Rolan Wealth’s brand now reflects its mission to empower employees financially, driving adoption and satisfaction.
Services provided: UX/UI Design, Visual Design, Web Application Design, B2B, Brand Identity, Dashboard