About Mason Stevens
Mason Stevens is an investment administration and managed account solutions firm across multi-assets and currencies.
The challenge
The firm’s capabilities as an investment manager and platform provider have increased, facilitating the need for a new website with a refreshed design and enhanced functionality.
Key considerations for the project included:
- A design that highlighted a newly developed set of brand guidelines
- The ability to display information from the Mason Stevens investment platform
- Improve the capacity of the internal team to design and build bespoke landing pages without the need for developers
The process
Discovery
Create a detailed scope document to ensure all of the requirements have been captured
User-experience
Building wireframes to illustrate user journeys and to think through the information architecture of the site
Visual design
Creation of high-fidelity mockups for a range of devices
Development and deployment
To a set of defined standards focusing on performance and rendering across devices, with a go live schedule structured to prevent disruption
Analytics
Implementation of an enhanced tracking ecosystem to enable a better understanding of user interaction with the sites various functionalities
Training
Ongoing training with the Mason Stevens team to ensure they could get the most out of their new site
Highlights
Fund performance pages that pull live data from the Mason Stevens investment platform
Insights blog enabling the Mason Stevens team to publish daily articles that look great and are simple to content manage
A custom developed content protection tool that integrates with Mason Steven’s CRM and email platform to enable the delivery of content that can be viewed only once for selected users
A filterable, searchable database of the firms various investment documents
