Private Wealth Systems

Case Study

Digital Brand & CX

The Brief

Private Wealth Systems is a leading US based fintech enabling , Wealth Owners and Wealth Managers to simplify and improve how they manage their assets with precision and control.

Origin were challenged to refresh the Private Wealth Systems brand and create a digital brand capable of supporting a successful communications strategy. We were also tasked with re-designing the company’s website experience to align it with the new brand and focus it on adding value to its key audiences and its bottom line.

The challenge

We went back to basics with the PWS team, unpacking the products, service and vision of the business and building it back up into a proposition and brand and digital assets which aligned with the values and goals of the business and its customers.

A key element of this was simplifying and clarifying the complex without dumbing down the product. It was also key to provide a platform and assets to support lead generation and growth through content and campaigns.

The Outcomes

We delivered a digital brand book including assets which will enable an exciting and consistent digital comms strategy and new website experience which is consistent with the expectation of a premium digital financial service and which takes the customer on a journey which delivers mutual value for them and Private Wealth Systems.