Sector: Financial Services
SoBold launch bespoke online platform that is considered a “game-changer” for global financial services firm, Rede Partners
Launch websiteThe challenge
Rede Partners approached SoBold needing a bespoke platform developed to replace their ‘Current Fund Offering’ mailout and PDF with a constantly updated, secure online portal.
We were lucky enough to have been provided a clear and thorough brief by Rede giving us a full breakdown of the functionality the solution required.
The results
99% uptime
6 month project duration
Page load time <1 second
Working with SoBold since: 2022
Our solution
RedeWire was developed over a period of several months, split across multiple design and development sprints.
The process was highly iterative as additional requirements came to light and user feedback started being received by real end users. SoBold’s agile workflow allowed for these changes to be accommodated seamlessly within the project.
The portal was built on top of the WordPress CMS, chosen by Rede for it’s scalability and ease of use.
New platform data metrics
Success snapshot
Establishing user journeys and flows
We combined the creation of user personas, information architecture, and high-fidelity wireframes to define the foundation of the site’s user experience.
Redewire offers complete personalisation from the moment Limited Partners log in. They can set their investment preferences and tailor the funds displayed on their offering dashboard.
Alongside the central RedeWire platform for viewing, filtering and favouriting funds, SoBold designed and developed a bespoke front end editing and approval interface to digitalise their offline fund approval process.
Rede Partners and their clients are now able to send out live previews of how a fund will appear on RedeWire, gather real time comments, or make fully audited edits to the pages content before submitting it for approval and publication on the RedeWire portal.
The solution needed to be fully integrated with Rede’s CRM system, Dealcloud, passing back data on user interactions and page views allowing the team to follow up with interested clients.
Redewire offers complete personalisation from the moment Limited Partners log in. They can set their investment preferences and tailor the funds displayed on their offering dashboard.
Alongside the central RedeWire platform for viewing, filtering and favouriting funds, SoBold designed and developed a bespoke front end editing and approval interface to digitalise their offline fund approval process.
Rede Partners and their clients are now able to send out live previews of how a fund will appear on RedeWire, gather real time comments, or make fully audited edits to the pages content before submitting it for approval and publication on the RedeWire portal.
The solution needed to be fully integrated with Rede’s CRM system, Dealcloud, passing back data on user interactions and page views allowing the team to follow up with interested clients.
Beyond the launch
RedeWire launched to Rede’s full customer base, and initial feedback was overwhelmingly positive.
The platform saw a high number of account activations and interactions within its first full week of use.
Our work with Rede didn’t stop there, we continued to work with Rede to manage the platform and rolled out enhancements on a monthly basis.
What they said
Gabrielle Joseph
Managing Director, Head of Client Development
