How Investment Advisory's Holistic Digital Transformation Led to Increased AUM with HNI Investors
Discover how a holistic digital transformation—brand identity, React frontend, performance optimization, and global CDN—helped Xumit Capital build trust and grow assets under management among high-net-worth clients.
Book a Strategy CallBusiness Challenge
Xumit Capital needed to modernize their investment advisory platform to meet evolving client expectations and stay competitive. The challenge was to deliver a premium, secure, and efficient digital experience while maintaining compliance and building trust with HNI clients.
Complex investment journeys required simplification for HNI clients
Brand perception needed to reflect trust and exclusivity
Performance and security were critical for client confidence
Content needed to be easily managed and updated by the team
Client Goal
"We wanted a platform that would inspire trust, simplify complex investment options, and deliver a seamless experience for our high-net-worth clients."
Industry
Investment Advisory
Project Type
Brand & Web Transformation
Location
Global
Timeline
8 weeks
Increase in User Engagement
Faster Content Updates
Increase in Lead Generation
Client Satisfaction Rate
Key Solutions
User-First Messaging
We built a benefit-driven content hierarchy that speaks to different decision-maker personas. For Xumit, this meant clarifying complex investment and immigration options for High Net Worth Individuals.
HNWI-focused Content
Tailored messaging for sophisticated investors and individuals seeking residency/citizenship.
Value Proposition Clarity
Emphasized security, exclusivity, and long-term benefits of programs.
Intuitive Digital Experience
We designed an elegant interface reflecting Xumit Capital's premium services, with intuitive navigation and engaging interactive elements to simplify complex information.
Sophisticated IA
Complex information structured into digestible sections with consistent templates.
Engaging Interactions
Interactive elements and clear visual hierarchy for ease of use.
Streamlined Content Access
Ensured that up-to-date information is readily available and easily manageable, potentially leveraging robust CMS capabilities or API integrations for dynamic content.
Efficient Management
Integration with systems like Google Sheets API for easy updates.
Timely Information
Ensuring clients always have access to the latest program details and requirements.
Technical Blueprint & Approach
React Frontend & Brand Refresh
Modernized the user interface with React.js, new brand identity, and a scalable design system for future growth.
Performance & CDN Optimization
Implemented AWS CloudFront for global image delivery, optimized load times, and ensured high availability for HNI clients worldwide.
Content Management & Security
Integrated a robust CMS for easy updates, with enterprise-grade security and compliance for sensitive financial data.
Client Testimonial
Director, Xumit Capital
""SundayPyjamas delivered a premium digital experience that perfectly aligns with our brand values. Their approach to simplifying complex information has significantly improved how our clients interact with our services. The platform has become an essential tool in our client acquisition strategy."
Services Used
Elevating Xumit Capital's Digital Presence
The new platform significantly enhanced user engagement, streamlined content updates, and boosted lead generation for Xumit Capital.
Increase in User Engagement
Lead Generation Growth
Faster Content Updates
Tool Stack
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