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Rockland Trust Bank / Wealth & Investments Redesign

Project Overview

I collaborated with the Rockland Trust Investment Management team to turn RocklandTrust.com/Wealth&Investments into a distinct destination to promote the full extent of the team, expertise, products, services, and thought leadership. It was important that the new web pages highlight the bank's personal approach to wealth management.

Project highlights include:

  • Designed an easily accessible and navigationally user friendly destination that showcases the broad range of advice provided to clients
  • Designed a new homepage theme that catered to holistic, goals-based advice – connecting the bank's services to the different events in people’s lives
  • Designed and developed a media web page that is geared towards life events while also highlighting IMG’s services
  • Designed an enhanced insights web page that highlights the range and depth of in-house expertise.

Wireframing & Prototyping

Throughout the collaboration process, I created variations of high-fidelity wireframes and prototypes that were presented to the IMG team on a weekly basis. The wireframes focused on the page layouts for both mobile and desktop, and were great for communicating user flow and the design vision.

wealth and investments homepage prototype

wealth and investments what we offer prototype

Project Management

I spearheaded the development and deployment process with the our vendor, Jack Henry, who is responsible for building page templates in our content management system, Banno. I worked closely with Jack Henry's backend development and project managers to QA test these templates in a UAT environment, along with checking the designs to make sure they were meeting ADA compliance standards. Once the templates were deployed to our production environment, I leveraged my front-end development skills by creating these pages in the Banno CMS.

When the destination was launched, I set up 301 redirects so that the previous web pages would direct traffic to the new pages. To monitor page performance and user bahavior, I created manual heatmaps and set up the sessions recordings feature in Hotjar. I also learned how to create tags in Google Tag Manager in order to track new events in Google Analytics.

Skills demonstrated / Tools used

  • HTML / HTML5
  • CSS / CSS3
  • Bootstrap
  • jQuery
  • Photoshop
  • Adobe XD
  • Google Tag Manager
  • Google Analytics
  • BrightEdge
  • Hotjar

Visit Project

wealth and investments laptop mockup

wealth and investments mobile mockup


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