InvestCloud
Reimagining InvestCloud’s Digital Experience for Financial Growth and Innovation
InvestCloud is a global financial technology company providing digital platforms for wealth managers, asset managers, banks, and TAMPs. Known for its cutting-edge technology and constant innovation in the financial sector, the company needed a digital presence that could transmit complex solutions more clearly while reinforcing its position as a trusted technology partner.
As InvestCloud kept evolving, its website needed to do more than showcase the brand. Lounge Lizard was brought in to reimagine the digital experience as a high-performance demand generation platform, combining stronger storytelling, elevated design, and clearer conversion pathways to better support prospective customers throughout the buyer journey.
InvestCloud needed to create a more intuitive end-to-end user experience for a sophisticated financial audience. The goal was to reorganize the site architecture and narrative so wealth managers, financial advisors, banks, and asset managers could more easily understand InvestCloud’s solutions, expertise, and value.
The new website also needed to support Account-Based Marketing, inbound marketing, SEO, and lead generation initiatives. Every element, from navigation and content flow to performance and form placement, needed to help accelerate the path from initial discovery to valuable engagement.
- Digital Strategy
- UX/UI Design
- Web Design
- Web Development
- SEO Strategy
- Conversion Strategy
Lounge Lizard elevated InvestCloud’s established visual identity into a more immersive and sophisticated digital experience. The design paired asymmetrical layouts with a balance of sharp geometric forms and fluid curves, creating a distinct visual language that felt innovative while maintaining the credibility expected from a global financial technology company.
The experience was built on WordPress with performance, scalability, and search visibility considered throughout development. HubSpot was integrated for lead capture and form management, creating more seamless conversion pathways across the site. Content organization and navigation were also refined to make complex offerings easier to explore while supporting InvestCloud’s broader demand generation and ABM strategies.
The redesigned website gave InvestCloud a more sophisticated digital presence that better reflects the innovation and expertise behind its technology. Clearer content pathways and a more intuitive user journey make it easier for prospective customers to understand the company’s solutions while creating stronger opportunities for lead capture and engagement.
With a scalable WordPress foundation, integrated HubSpot functionality, stronger SEO architecture, and a more distinctive visual identity, InvestCloud now has a digital platform built to support demand generation, global growth, and evolving marketing initiatives while reinforcing its authority across the financial tech sector.
More Work
View All Work
Let’s Talk.
"*" indicates required fields