Symmetry Partners has been designing and managing portfolios that help financial advisors serve their clients. Staying true to its original philosophies based in logic, evidence and research, Symmetry Partners wanted to launch a new offering of mutual funds directly to investors, and needed new website. Working with Symmetry’s branding agency and internal marketing department, ZAG Interactive created a new website for Symmetry Panoramic Mutual Funds
to activate this new brand and effectively promote and position its products to its defined audiences.
Creating a business and site strategy
To obtain an in-depth understanding of the business and its goals, as well as lay the foundation for the site, members of ZAG’s strategy, design and project management team met with and the Symmetry Partners team. ZAG also researched the mutual funds competitive landscape
to help create a distinct identity for Symmetry Panoramic Mutual Funds in the marketplace. The new website aimed to inform investors and advisors about Symmetry Panoramic Mutual Funds, from who they and what they offer, to why they are different.
Helping to shape a unique investment strategy, the findings from this website discovery phase
significantly influenced the new website, from the site pages and content strategy to the overall design. ZAG began implementing the defined strategy through a site architecture
that introduces its proprietary mutual funds, the brand’s approach to investing, and other important information about the company. Establishing a holistic experience with easy-to-follow pages, a streamlined content strategy was defined to highlight brand differentiators, product details, important documents, and key personnel.