Summit - TriSys Consulting
Overview
Complete website redesign and WordPress development for a Toronto-based investment accounting SaaS — transforming a 15-year-old digital liability into a conversion-focused B2B platform.
Problem
Summit's 2010-era website actively undermined a 20-year-old product serving mutual funds, hedge funds, and pension funds across North America. Outdated visual design, zero messaging hierarchy, and no persona-specific user flows meant high-intent buyers couldn't evaluate the product quickly. No demo booking system, no feature showcase, and no trust signals left procurement teams with no clear conversion path — costing TriSys qualified leads before a single conversation started.
Summit's 2010-era website actively undermined a 20-year-old product serving mutual funds, hedge funds, and pension funds across North America. Outdated visual design, zero messaging hierarchy, and no persona-specific user flows meant high-intent buyers couldn't evaluate the product quickly. No demo booking system, no feature showcase, and no trust signals left procurement teams with no clear conversion path — costing TriSys qualified leads before a single conversation started.
Solution
Conducted full UX audit and mapped decision journeys for three financial services personas — fund accountants, administrators, and portfolio managers. Designed a clean, authoritative UI system in Figma with persona-specific landing pages, scroll-triggered animations, and micro-interactions across all breakpoints. Developed in WordPress with a structured demo booking flow, real product data integration, and CMS setup. Delivered measurable improvements in information architecture, user flow clarity, and conversion path optimisation throughout.
Conducted full UX audit and mapped decision journeys for three financial services personas — fund accountants, administrators, and portfolio managers. Designed a clean, authoritative UI system in Figma with persona-specific landing pages, scroll-triggered animations, and micro-interactions across all breakpoints. Developed in WordPress with a structured demo booking flow, real product data integration, and CMS setup. Delivered measurable improvements in information architecture, user flow clarity, and conversion path optimisation throughout.
