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Website UX for Quilvest

UX consulting, concept for and implementation of new corporate website of Quilvest (Switzerland) Ltd.

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«How can we communicate the values and content of and about Quilvest in an understandable way via the newly created digital channels?»

Samuel Frischknecht

Head of UX, Adnovum

Definition of problem

 

Quilvest (Switzerland) AG is considered a thought leader in innovative and comprehensive investment solutions. Quilvest maintains an exceptionally close and trustful relationship with their customers. Many business transactions are discussed in person and carried out jointly. Nevertheless, digital channels are also becoming increasingly important for Quilvest, especially for customers of the younger generations as well as the acquisition of new customers. Adnovum had the opportunity to accompany Quilvest on its digital transformation journey.

The spin-off of Quilvest Wealth Management, Luxemburg, led to the decision to strengthen the Swiss location with its focus on multi-family offices with its own website.

Quilvest was looking for a simple and intuitive website that would meet today's expectations, appeal to an international audience, and be able to be displayed on all major devices. The team of Adnovum had already been commissioned with the development of the mobile app and was now able to provide a consistent user experience and brand design from a single source.

Design process


In an initial workshop, the mandate was verified and roles and responsibilities were assigned. Interviews with Quilvest employees and customers, as well as potential business partners such as lawyers, served as the basis for developing several design variations with mood boards that in their own way reflect the company's values and history (from traditional to modern). The mood boards were compared to each other and refined once selected.

Customer types (personas) were documented by means of interviews and decisions were made for the structure and design of the website. For example, that lawyers and intermediaries of customers need to get to the relevant contacts quickly, prioritizing the use of desktop computers (as opposed to the customers themselves, who primarily access the site from mobile devices).

The content was developed by the interdisciplinary team at Quilvest in collaboration with external support from Pin-Point Consulting. After establishing a basic information architecture (content, navigation), we defined suitable design patterns, which we implemented and tested directly in the Content Management System (CMS). Design principles and guidelines were documented in a style guide. CMS Wordpress was used for the implementation (in combination with Elementor Page Builder).

Finally, the entire webpage was tested according to the test cases on different devices (desktop, tablet, smartphone) for navigation and layout (responsive design) as well as performance. Marketing Labs ensured search engine optimization.
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Quilvest (Switzerland) Ltd. has carved out a reputation as an independent asset manager and ranks among the pioneers and visionaries of private equity investments. The company relies on its extensive knowledge of financial markets and on an international network of experts to pinpoint unique investment opportunities for its customers.

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Added value for Quilvest

Interdisciplinary cooperation. A small project that worked well despite the many people involved and that was completed within the given timeframe.

Consistent design language. By working on the mobile app project, synergies could be used to create a holistic experience. In addition, it was possible to draw on artifacts such as some of the customer types (personas) that had already been developed in the mobile app project running in parallel.

Efficient implementation by means of CMS. The tools for the implementation were selected according to the scope of the project and the cost expectations. The CMS selected for the website allowed the page structure to be set up and tested in a short time and content (text and images) to be added later. The knowledge of how to enter content in the CMS was imparted to the authors in a short training session.

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