Enhanceclienttrustwithintuitivefinancialplatforms
Financial institutions invest heavily in dashboards, reports, and digital platforms, yet struggle to ensure these tools are truly adopted, trusted, and delivering measurable impact across the organization.
As a world-leading consultancy in data design and technology, we create intuitive digital tools and platforms that help financial institutions like Globalance Bank, LGT, ABN Amro, Commonwealth Bank Australia, and many more, to unlock, understand, and communicate the value and impact of their data.
Over the past 18 years we have developed a proven work methodology that helped a broad range of clients with increasing conversion and revenue, facilitating meaningful moments between your brand and your audience, reducing costs and increasing productivity, and increasing knowledge and fostering inspiration.
Let’s meet and have a chat about how we can add value to your business.
thomas@cleverfranke.com
+31 6 19 55 29 81
Work
GlobalanceSustainableInvestmentDashboard
Globalance Bank, a Swiss private bank, aims to shift investing toward long-term, sustainable impact by increasing transparency and helping clients understand how their wealth shapes the world. To support this mission, they partnered with CLEVER°FRANKE to create a distinctive solution that communicates the broader effects of investment choices amid growing global and environmental challenges.
The platform reinforces Globalance Bank’s position as a leader in positive change, attracting new audiences and keeping clients informed with valuable insights to drive a more conscious financial future. Within the first month, it achieved over 1,000 active users, a 13% new client conversion rate in just two weeks, 200% client growth as the world’s first sustainable investment platform, and unlocked three new revenue streams.
MicrositefortheWallStreetJournal
CLEVER°FRANKE partnered with WSJ Custom Studios and PIMCO to create Setting the Pace, an interactive microsite visualizing the Federal Reserve's impact on the U.S. economy over the past 60 years. Blending journalism, data visualization, and storytelling, the platform highlights key historical milestones, promotes data-driven decision-making, and positions PIMCO as an industry thought leader. The site remains a live, trusted resource for financial context and insights.
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ZondaCryptoTradingPlatform
As part of their new ecosystem, Zonda aims to bring to the market a unique crypto trading platform that reduces the complexity of trading and that helps traders succeed and grow. We took the challenge and created a flexible digital design system and user-friendly mobile-first platform that adapts to different traders while providing them with new insights in a fun way.
Over the course of three months we followed an iterative design approach, carrying out multiple activities in parallel, including User Research, UX design, and Visual Design. This approach allowed us to refine the concept over time and ensure the users’ and clients’ needs were covered as the design progressed.
Ourservices
Strategicdatadesignconsultancy
We map customer journeys, apply design thinking to compliance and trust challenges, and develop behavioral data strategies to support financial decision-making.
Datavisualization&storytelling
We design spending analysis dashboards, create visuals for risk and investment portfolios, and build interactive tools that make credit scoring more transparent and accessible.
Products&systems
We develop personal finance and wealth management platforms, streamline client onboarding systems, and deliver tools for efficient loan and credit evaluation.
Data&AI
We can help you develop strategies for implementation and transformation with our colleagues at ADC Consulting, who build infrastructure to integrate data and AI, creating algorithms for insights and predictive decisions.
About
CLEVER°FRANKE is a world-leading data design and technology consultancy. With our highly collaborative data design thinking workflow, we partner with clients like Google, Warner Music Group, and Unicef to create disruptive products and unique solutions. We enable end-users to use data-driven experiences daily to have an impact and drive change.
From our strategically located studios in the United States and The Netherlands, we work with great clients worldwide. Our clients embrace the changing world, recognizing data potential to discover business opportunities and trigger innovation.
Ourprocess
Every project and partnership is unique and requires a tailored, personalized solution. However, the common denominator in all our projects is data and complexity. Therefore, we have developed a proprietary, highly collaborative process and toolkit for our data design thinking approach.
This process and toolkit guarantee a transparent yet flexible approach that delivers valuable results.
