Bridge Financial Technology

Objectives

Bridge Portfolio was developed as a Software-as-a-Service (SaaS) platform designed to enhance the workflows of financial advisors. Our mission was to give these professionals more time to focus on their clients by minimizing the operational overhead through a technology solution.

Research & Insights

Through a detailed analysis of competitors and existing solutions, I identified gaps in the market for financial advisors who manage fewer assets. These insights guided the development of a platform that aligns with advisors’ operational and growth needs.

Interviews with Founders

In discussions with Bridge’s co-founders, it became clear that financial advisors needed a cost-effective, scalable solution. Our platform aimed to provide advisors with a “command line” to their business data, giving them the tools to streamline operations and facilitate growth.

Brand Development:

We embraced the “Command Line” concept as the brand’s central metaphor, emphasizing control, efficiency, and technical sophistication for users.

Marketing & Sales:

I created marketing materials, including sales sheets, case studies, and social media content, to communicate the platform’s benefits to our target audience. This included strategies highlighting the ease of use and efficiency gains for small to mid-size advisory firms.

Product Design:

The platform’s user interface was built with the financial advisor in mind. It features intuitive dashboards, user personas, and comprehensive wireframes, ensuring a smooth and efficient user experience.