Hlousek & Brokers - Financial Advisor Functional Website and Design
My Role
UX Research
UI Design
Project type
School Project
Personal Project
Deliverables
Figma Prototype
Wordpress Site
Report
Duration
4 weeks
Overview
Project introduction
As part of an exam project, my team and I were tasked with creating a digital presence for Hloušek & Brokers, a financial intermediary company in Slovakia.
The company lacked an online presence, which made it difficult to build trust with potential clients.
Additionally, financial advisors in Slovakia have a reputation problem due to past cases of misinformation and lack of transparency.
Our goal was to design a professional, user-friendly website that would establish credibility, trust, and accessibility for the company.
Discovery & Research
Target Audience
The main users were Slovak-speaking professionals in their 30s. They had stable incomes, families, and were looking for financial security. Their main concerns were transparency, clear communication, and trust.
Interviews
We interviewed the CEO to understand company values and goals. We reached out to existing clients but did not get responses. We interviewed potential clients to identify their pain points. They found financial topics confusing and had trouble trusting advisors.
Defining the Space
Business Model Canvas
We analyzed the company’s structure, key partners, and revenue streams. Their main weakness was the lack of digital visibility. The solution needed to highlight their expertise and make it easy for users to contact them.
A few selected sections from the BMC - with some of our key findings
User Persona
We created Jakub, a 36-year-old professional with a family. He wanted clear financial guidance and an easy way to reach an advisor. His main concern was finding a trustworthy financial expert.
By creating a user persona we were able to put a face to our target audience. When creating ideas later on we could ask ourselves "What would Jakub think?" or "Is this what Jakub needs?"
User Persona
Ideation
List of Requirments
To have a summary of all that we need to be included in the website, we wrote a list of requirements based on conversations with our client and examples from other similar websites.
This helped us when we began to draw sketches and create our pages individually during wireframing. Ensuring that we all had a unified list of elements that we should address in our sketches.
List of Requirmennts
Moodboard
The visual style needed to be professional and reliable. We used blue tones for trust and modern typography.
To address the company's issue of trust we wanted to include photos of employees working as much as possible as well.
Our Moodboard
Prototyping & Testing
Design system
Given our client's complete lack of online presence, we recognized the need to establish a brand identity from scratch before proceeding with the creation of a high-fidelity design.
To ensure both design consistency and a cohesive brand experience across various digital products, we created font and colour styles.
Font styles and colours shown on canvas
In line with color theory principles, we decided to opt for a dark blue hue for the text and violet which is the primary color of HLOUŠEK & BROKERS.
Final colour iteration used in Hi-Fi design
Lo-Fi & Hi-Fi Prototyping
We built our Lo-Fi wireframe in Figma, with the help of a plugin called Figit. This way we could insert elements on our pages in a way that would keep it clear and consistent, while we all worked on our own pages simultaneously.
Creating our Lo-Fi wireframe with the help of the plugin Figit
Our Hi-Fi prototype was created next. Here we implemented the colors from our design system and later began testing.
Initial Hi-FI Prototype
Testing
Below is a YouTube video going over our various tests, the feedback we got, and some of the changes we made because of testing.
Key Learnings
Proffesional
UX Research • Competitive Analysis • User Journey Mapping • Business Model Analysis • Prototyping • Usability Testing • Stakeholder Communication • WordPress Development • Design Systems
Personal
The Outcome
The final website successfully positioned Hlousek & Brokers as a professional and reliable financial advisory service.
Please feel free to view my Figma Prototype or the Live Website. If you have any questions don't hesitate to reach out as well.