Client Dashboard & Article Reader

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Project Details

CLIENT DASHBOARD AND ARTICLE READER

Rosenberg Research, one of Canada's leading financial consultants, serves America’s best financial advisors and investors with market leading macroeconomic analysis. They faced a significant challenge with an aging website causing lagging sign-ups for crucial trials and memberships. 

With a trusted development partner in place but no purposeful UX strategy, Rosenberg recognized the need for a fresh perspective in design and user interface. They turned to KPDI to review, assess and redesign key aspects of the sign-up process, including the home page and checkout.

Our Design and UI team collaborated closely with Rosenberg Research to overhaul the home page and sign-up process. The project involved modernizing the user interface, enhancing the user experience, and ensuring seamless integration with trail and registration systems.  We updated several aspects of the design to incorporate animation, increased opportunities for user interaction, and greatly enhanced CTAs. 

Rosenberg Research Website UX,
Conversion Optimization

  • 75% increase in membership and trial conversions
  • A refreshed members experience
  • A/B testing for continual improvement

By leveraging KPDI’s design expertise, Rosenberg transformed their platform improving sign-ups, trial registrations and overall user satisfaction.

This successful collaboration exemplifies KPDI's ability to work alongside existing partners, providing specialized skills to elevate our clients' digital presence and operational efficiency.


Our engagement with KPDI has been very rewarding. They have helped us to envision the next step in our custom digital publishing platform. Without the need to go out and get a new development partner.

Jacob

Jacob Rosenberg

Executive Vice President,
Client Relations & Operations

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