Case Study

Private Wealth Systems

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.

The challenge

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 outcomes

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.

Change starts here

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