Click2Check

Creating a new brand and website for this innovative new platform

Click2Check is a new platform that enables financial advisers to qualify the credit standing of their customers prior to or during an advisory process. This assists advisors in determining the most appropriate recommendations while simultaneously reducing time and costs.

We developed a completely new logo and brand design as well as designing and developing their website. We did everything from UX and wireframing to the design and build of the website, which launched in March 2017.

The platform

We’ve also created a custom style for customer forms and the back-end system, as well as a white-labelled style to be offered to broker clients. This enables Click2Check to offer a professionally-designed software service to financial advisory companies that will make the process of advising on financial products much more efficient and user friendly.

click2check.com