Mobile & Brand Design Case Study

Rockefeller Capital

Comprehensive design work including mobile app, web application, and brand identity for sophisticated wealth management solutions, creating premium financial experiences for high-net-worth clients.

Role
Mobile & Brand Designer
Duration
2022
Platform
Mobile, Web & Brand
Focus
Premium Experience
Rockefeller Capital Interface

Challenge

Create a sophisticated digital ecosystem that reflects the prestige of Rockefeller Capital while providing intuitive wealth management tools for high-net-worth clients.

Solution

Developed a comprehensive design system encompassing mobile app, web application, and brand identity that embodies luxury, trust, and financial sophistication.

Impact

Delivered a premium financial experience that enhances client relationships and positions Rockefeller Capital as a leader in digital wealth management.

Premium Brand Identity

Luxury Financial Branding

Crafted a sophisticated brand identity that honors the Rockefeller legacy while appealing to modern high-net-worth individuals. The visual language emphasizes trust, exclusivity, and financial expertise.

Sophisticated Beige - Trust & Stability
Refined Teal - Luxury & Prestige
Elegant Brown - Modern Sophistication
Brand Identity System

Heritage & Trust

Visual elements that honor the Rockefeller legacy while projecting modern financial expertise.

Exclusive Experience

Design language that communicates exclusivity and personalized service for high-net-worth clients.

Financial Excellence

Professional aesthetics that instill confidence in wealth management and investment decisions.

Mobile App Design

Portfolio Management

Designed intuitive portfolio management interfaces that provide comprehensive views of investments, performance analytics, and market insights tailored for sophisticated investors.

  • Real-time portfolio tracking
  • Advanced analytics dashboard
  • Customizable investment views
Portfolio Management Interface

Client facing Detailed Dashboard for wealth management

Comprehensive Wealth Platform

Designed a comprehensive web application that serves as the central hub for wealth management activities, providing detailed analytics, reporting, and management tools for both clients and advisors.

Advanced reporting and analytics
Multi-account management
Tax optimization tools
Web Application Dashboard

Executive Dashboard

Comprehensive dashboard providing 360-degree view of wealth, investments, and financial goals.

Advanced Reporting

Sophisticated reporting tools for performance analysis, tax planning, and regulatory compliance.

Account Management

Streamlined account management with support for complex family office structures and trusts.

Security & Trust Features

Bank-Level Security

Multi-layered security protocols including biometric authentication and end-to-end encryption.

Regulatory Compliance

Full compliance with financial regulations and industry standards for wealth management.

Privacy Protection

Advanced privacy controls and data protection measures for high-net-worth client confidentiality.

Fraud Prevention

Sophisticated fraud detection and prevention systems with real-time monitoring capabilities.

Visual Brand Identity for RCM Website

A comprehensive look at the visual elements, interfaces, and user experiences that define the Rockefeller Capital digital ecosystem.

Mobile Portfolio Dashboard
Investment Analytics Web Interface
Brand Identity Elements
Account Overview Mobile Screen
Financial Reports Dashboard
Brand Applications
Security Interface Design
Multi-Account Portfolio View
Design System Components

Project Results

40%
Digital Engagement
Increased client engagement with digital wealth tools
80%
Advisor Efficiency
Improved advisor productivity through streamlined workflows

The comprehensive digital transformation successfully positioned Rockefeller Capital as a leader in modern wealth management, combining traditional excellence with cutting-edge technology.

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