Repositioning a wealth platform for a category it helped create
Client
Solace Financial
Industry
Finance
Year
2026
Discipline
ConsultingDesign
Challenge
Solace's product had matured past its original pitch, but the site and sales collateral still described a feature set three releases behind, confusing prospects mid-funnel.
Approach
We ran a positioning workshop with product, sales, and leadership to rebuild the value narrative around client outcomes, then redesigned the marketing site to carry that story from headline to CTA.
Outcome
Demo-to-close rate improved 21% in the two quarters following launch, and the new narrative became the backbone of the Series B deck.
Results
+21%
Demo-to-close
+3.4x
Site conversion
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