FINSYNC Brand and Digital Design

A finance software company’s website, a brand for its education arm, and templates that let a team without design software stay on brand.

FINSYNC website homepage showing the redesigned layout

FINSYNC · Creative Director, working with their Senior VP of Marketing, CEO and in-house UI/UX team

Brand identity · Web design · Design systems and templates · Guidelines · Motion


The challenge

FINSYNC is an all-in-one finance software platform for small businesses. The brand had to hold across the product, a sales one pager, a three-tier partner program, tutorial videos, and a social feed run daily by people who are not designers.

The work

Directed the journey mapping and wireframing, then designed the site.
Worked through the customer journey and navigation with their Senior VP of Marketing and CEO, with another designer producing the wireframes.

Navigation map for the FINSYNC site
Navigation, worked through with their Senior VP of Marketing and CEO.
mid-fidelity wireframes
for desktop and mobile
Wireframes, desktop and mobile.
FINSYNC homepage header with headline, subhead and sign-up call to action
Header section from the homepage I designed.
FINSYNC homepage offerings section laying out the platform's product areas
Offerings section from the same page.

Directed two UI/UX designers on the product.
Reviewed the dashboards with them in Figma, down to color, type sizes and opacity. They made the changes and documented as they went, and presented to the CEO together. Once approved, the documentation went to the product managers and engineers. The decisions fed the UI/UX guidelines.

Gave the education arm its own mark.
Designed the lighthouse mark for FINSYNC Success Academy and its lockup with the parent brand, and animated it as the opening for the tutorial videos.

FINSYNC Success Academy lighthouse mark locked up with the FINSYNC logo
The mark, locked up with the parent brand.
The title sequence for the tutorial series. The lockup holds in the corner throughout.

Built the partner tiers from one badge.
Gold, silver and bronze share one construction, with color as the only difference.

Three partner tier badges in gold, silver and bronze sharing one construction
Gold, silver and bronze: one construction, color as the only variable. 

Handed the social graphics to the social team.
Wrote the photography guidance into the brand guidelines and built the post templates in Canva, the software they already had. The social team ran it from there.

Social post template with a photograph, headline and call to action
One template, built in Canva so the social team could run it themselves.
The same social template with a different photograph and headline
The same template, different photograph and headline.

Updated the guidelines.
Color, type and photography.

FINSYNC brand color palette with values
The palette.
Photography guidance from the FINSYNC brand guidelines
The photography guidance the social team selects against.

Also in the set.
A sales one pager, business cards, a LinkedIn header, HubSpot newsletter graphics, and decks in their Google Slides. Almost none of it was made alone. The work was keeping it one brand as it passed between us.

Another software platform, where the look had stopped matching the ambition behind it.

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