Building a Sustainable Investment Brand from the Ground Up
- ClientPortola Creek Capital
- IndustryFinancial Services · Sustainable Investing
- PlatformsWeb · iOS · Android
- Project LinkVisit Website ↗
Business Context
Portola Creek Capital was a San Francisco Bay Area investment startup focused on sustainable wealth management and environmental, social and governance (ESG) investing.
The founders wanted to help investors align their portfolios with their values while using ESG data to inform investment decisions.
Starting without an established brand, digital presence or supporting business systems, Portola Creek needed more than a website. It needed a complete foundation for launching and growing the business.
We start by understanding the business, its audiences and goals, defining the requirements and direction before design and development begin.
Strategy & Discovery →Strategy & Brand Development
As a co-founder, Graham Agency worked alongside the team to establish Portola Creek's brand, positioning and digital direction.
We developed a visual identity and messaging centred on trust, professionalism and responsible investing, carrying this consistently across the website, digital platforms and marketing materials.
UX Design & Website Development
Working with founders, investment advisors, engineers and technology partners, we mapped requirements, user journeys and the digital experiences needed to support both prospective and existing clients.
From early concepts and wireframes through to high-fidelity design and development, we created a responsive website that communicated Portola Creek's investment approach and supported client acquisition.
Our five-step UX-led process takes projects from discovery and requirements through to design, development and testing.
Our 5-Step UX-Led Process →Digital Platforms & Integrations
Beyond the website, we helped establish the digital tools needed to operate and grow the business.
This included collaborating with developers on branded client dashboards for mobile applications, implementing CRM and marketing platforms, and establishing analytics and digital communications.
Marketing & Brand Rollout
We extended the brand across social media, email campaigns, video content and printed materials for investor events.
The focus was on building awareness, communicating Portola Creek's values and creating a consistent experience across every client touchpoint.
Results
The business reported the following growth during our involvement:
107%
Increase in revenue
64%
Increase in high-net-worth clients
8,673%
Increase in website page visits
The engagement brought together brand strategy, UX design, technology and marketing to help establish and grow a sustainable investment business.
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