Overview
Fact Sheet Automation & Fund Marketing Tools
Anevis Solutions GmbH is an international SaaS company. It provides an automated document generating solution for financial and investment companies, banks, ETF and index providers, asset and fund managers, trustees and financial consultants. It’s used by Financial and Information Technology companies like Commerzbank, CIBC, Allianz, Michael Pintarelli, Skalis Funds and others.
Anevis helps their customers to manage and automate:
- Fund fact sheet creation process
- Institutional reporting
- Dynamic webchart widgets
- KIDs for PRIIPs
The Challenge
The Evolution of Design
Anevis has amazing client services. Everyday they help people reduce their costs, free up internal resources and promote investment strategies. They really love good design, but there was a challenge to produce it themselves.
Anevis team understands that great design is essential to keep business relevant and attract new customers. That’s why they asked us to update their brand.
So the goal was to re-design Anevis company logo and produce various items including website UI, social media banners, print materials and others to keep their potential and existing clients motivated and inspired.
Research & Discovery
Searching for a Perfect Recipe
We started with running the research process with Anevis stakeholders to define their business goals and conducting research of their target audience to highlight client needs. We combined their existing ideas with the research results to create a strategic roadmap.
Logo Design
The Journey from Ideas to Concepts
Anevis has already attracted its audience on the market. That’s why any design changes should be done with respect to their philosophy and vision to communicate with their existing and future clients effectively. It was important to keep the brand innovative, young and professional with a small piece of fun (but still serious).
From our past experience we know that a great logo should be:
- Simple
- Relevant
- Recognizable
- Work in small size
- Focused on one thing
Taking into account business requirements and the research results, we made first sketches. They have used the A letter and such concepts as technology, innovation, potential and growth.
It was hard to make the final decision here. So we decided to work on a single icon first and come back to the typography as soon as the symbol is approved.
Anevis team also decided to get free from the actual logo and not to stuck to their existing products and business because the next products might be very different in the future. The name “Anevis” is a variation of the highest mountain in Scotland which is called “Ben Nevis”. So we searched for another concept.
All these ideas were great to have and to see but nobody could identify Ben Nevis mountain or Würzburg city skyline with them. After all they decided just to modernize the old logo.
We started playing around with different versions based on the selected concept from first iterations. We have tried hundreds of combinations with fonts, shapes, spaces and colors.
Finally, the logo was approved. The chosen concept is simple, professional and utilizes message associated with growth and confidence.
– Anton, Lead Designer at Hidentica
Website Design
Stakeholders Interviews & Planning
Once the major brand rules and materials were approved we started designing a website. We ran a series of stakeholder interviews to prioritize website features and define the vision.
These requirements were used to create design strategy, outline all future pages and craft the best user experience possible.
Sketches
We always use sketches to visualize our ideas using paper and pen. As always they helped to validate website concepts and design approaches very quickly.
We use content-first approach because it’s the heart of any website. People are visiting the website to get a valuable content. It should be easily accessible on various devices to deliver the best experience possible.
Wireframes
Working closely with Anevis team we have defined rough sketches for the entire website. And now it was time to create a wireframe for each page. Along with sketches wireframes used to produce a visual structure and hierarchy. It’s great when you need to validate and discuss ideas. We made multiple versions of key page templates to enhance the layout, navigation paths, and information architecture.
It’s a cheap, easy and quick way to test usability and polish fundamental details before moving forward with front-end design. We used wireframes to define possibilities, rethink website structure and adjust the overall experience. As always they helped us to make right decisions about content, organization, priorities, and navigation without concerning the visual styles.
Identity Package Design
Style Guide
Professional style guide reflects the corporate style and keeps brand consistency from design to writing. It shows how the brand should be presented.
We provided a complete collection of various elements and their states to keep branding consistent across all corporate channels.
Business Card
People still give business cards to leave a positive impression. This ritual doesn’t work if you have an ugly card with messy data on it. We used these five principles to design a well-structured informative business card for Anevis Solutions GmbH:
- Use default dimensions for the target country
- Print on good paper
- Avoid advertisement
- Include important information only
- Keep it simple
Correspondence: Envelopes & Letterheads Invoices
As digital inboxes are full of email messages it can be difficult to identify the important information. Anevis marketing team knows that a regular mail helps their messages to stand out.
Envelope is the first thing noticed by people when they receive snail mail. Many companies underestimate the power of envelope design as a branding or marketing tool. However, corporate envelope can help reach people who might miss digital messages and affect potential clients.
Anevis keeps clients informed about expenses using invoices. We created a clean invoice template which provides a quick access to important information, saves time on processing, and answers questions about what the invoice is for.
– Tanja Schicklberger, Strategic Partnerships & Alliances at Anevis Solutions GmbH
Website Development
Diving Into WordPress Theme Development
Starting website development is an important stage. The main question here is: which tools to use? With static pages content and blog updated each week it will be a small corporate website. WordPress CMS fits perfectly and provides a simple interface for an admin. It can be easily improved with thousands of free and premium plugins.
This popular system doesn’t require any special environment or programming skills to manage the website. We built a lot of WordPress websites before. Besides, Anevis team already worked with WordPress CMS before. So the choice was obvious.
We made a powerful dashboard with extensive stats, leaderboards, list of priorities and advanced filters. It informs subcontractors about next steps they should perform and allows managers to track performance for each subcontractor on multiple projects, communities, and lots.
Use a Child Theme
With a child theme we add custom styles and functionality to the chosen theme and it can be updated in the future without losing modifications.
Apply WordPress Best Practices
Using official documentation we organize the code so it works perfectly with WordPress core and plugins.
Use Theme Built-in Options
Enabling existing built-in options we utilize all potential of WordPress theme without reinventing the wheel.
Pixel-Perfect Coding
We organize our process to save time on testing and provide consistent professional looking final results.
Test with Different Browsers & Devices
Ensuring the website performs correctly on various devices and platforms we deliver a user-friendly experience.
Use Right Tools
We use the best applicable tools available for our particular needs to save time on development and make our lives easier.
Marketing Design
Social Media Graphics
Anevis team knows that images make a huge impact when you want to get noticed by potential customers. It was an inseparable part of social media strategy. We created required graphics to improve online presence, brand recognition and increase the amount of followers.
Banners Design
Valuable copy is an important part of any business website. Anevis team writes great articles which allow to make right decisions for their existing and potential clients. And every great book needs a great cover. We used existing style to create fun images for their blog.
Email Templates Design
Email marketing is a part of the online strategy followed by Anevis. Effective email newsletters can generate up to 50% more sales-ready leads. We applied best practices to create a user. We put all our efforts to create clean and simple design layout that allows readers to focus their attention on the content.
With clearly defined structure it provides a seamless scanning of the text. A large CTA button was placed at the very bottom of the email. With social media icons located at the bottom readers can access alternative feeds and follow their company profile using favorite social network.
process. They are simply a fantastic company to
work with.”
– Johannes Hauptmann, CEO at Anevis Solutions GmbH
The Results
Revitalized Leader
By staying true to design-driven approaches, Hidentica was able to collaborate with Anevis Solutions GmbH to improve their online presence, brand recognition, and overall business efficiencies. Now we have a true success story in our hands that is growing each day.
This comprehensive and highly technical design strategy was possible thanks to the continued crucial input from the Anevis team.
As part of marketing strategy, Hidentica still produces various marketing materials that repeatedly bring Anevis to the attention of prospects, adding the ideal complement to their proven industry expertise and excellence.
Additional Case Studies
Read the additional case studies to see how we help companies fulfill their potential.