- Industry
- FinTech
- Financial Services
- Services
- Branding
- Web Design
- SEO
- Timeline
- 7 days
About the project
Trouve Ton Conseiller is an innovative French digital marketplace designed to connect individuals and business owners with certified financial and wealth management experts. In a market where finding trustworthy financial advice can be difficult, this platform acts as a bridge, allowing users to search for advisors based on specific needs
such as retirement planning, real estate investment, or tax optimization. The project’s mission was to create a high-end, secure, and user-friendly directory that simplifies the process of securing one’s financial future.
Client’s Challenges & Expectations
The primary challenge was building a complex directory system that felt simple and elegant to the end-user. The client expected a platform that could handle a large database of advisors while maintaining high performance and data security.
Key expectations included an advanced filtering system for geo-location and expertise, a professional interface that conveys financial reliability, and a seamless onboarding process for both advisors (to list their services) and clients (to book consultations).
Our Approach
MARKET RESEARCH & ARCHITECTURE
- FinTech Competitor Audit: Analyzed leading French financial directories to identify common UX friction points in the advisor-search process.
- User Flow Engineering: Developed a dual-sided architecture to accommodate two distinct dashboards: one for advisors to manage profiles and one for clients to track inquiries.
- Advanced Taxonomy Setup: Created a detailed categorization system covering every financial niche, from "Assurance Vie" to "Investissement Immobilier."
UX & INTERACTIVE DESIGN
- Smart Search Functionality: Developed a custom geo-location search bar that allows users to find local advisors within a specific radius of their city.
- Profile Comparison Tools: Designed clean, uniform advisor profiles that allow users to compare fees, expertise, and client reviews side-by-side.
- Intuitive Inquiry System: Built a streamlined contact funnel that allows users to send secure messages to advisors without leaving the platform.
UI & BRANDING
- Premium Financial Aesthetic: Utilized a "Trust Blue" and "Golden Accent" color palette to evoke feelings of stability, wealth, and professional integrity.
- Designed custom icons and clear typography to make complex financial service descriptions easy to read and digest. Designed custom icons and clear typography to make complex financial service descriptions easy to read and digest.
- Implemented a Google Maps API integration that visually displays advisor locations for a better local user experience. Implemented a Google Maps API integration that visually displays advisor locations for a better local user experience.
Results
The project delivered a comprehensive end-to-end digital ecosystem for Secure Academy. With the new dashboard now capable of tracking milestones, verifying certifications, and providing real-time feedback, the platform has acquired the essential functionality to dominate the professional training market.
BUSINESS VALUE & GROWTH
- Successful Expert Onboarding: The platform successfully attracted hundreds of certified advisors across France within the first few months of launch.
- Increased Lead Generation: The optimized search-to-contact funnel resulted in a high conversion rate of visitors becoming active leads for financial advisors.
- Established Market Authority: The professional design and ease of use quickly positioned the site as a top-tier resource in the French wealth management sector.
- High User Retention: An intuitive user dashboard encouraged repeat visits, with users returning to consult different types of experts for various life stages.
//
Portfolio
