FMGSuite is a marketing platform for financial advisors, providing tools to build a dynamic website and allowing them to easily share content with their audience on social media, all while complying with the various financial regulations that exist.

While working at FMGSuite, the company was beginning to expand into the enterprise market, serving larger firms with many advisors under one roof, instead of just focusing on independent financial advisors.

One common requirement that these larger companies had was a “find an advisor” feature that would allow a potential client to find an advisor in their area that fit their criteria.

For this feature to be a success, users would need the ability to embed the locator into their existing website and customize the look and feel to match. In addition, mobile and desktop responsiveness was a must. 

This case study includes the design process for a generic FMGSuite-branded version of the feature, as well as, examples of “skinned” versions for different firms that we worked with leading up to the feature launch.