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99 Yorkville Ave Unit 200,
Toronto, ON M5R 3K5
Toronto, ON M5R 3K5
Get Directions
Directed IRA is a leading self‑directed IRA custodian enabling investors to diversify into alternatives like real estate, private funds, crypto, startups, and metals. Our mandate: make complex decisions easy, remove friction on key flows, and optimize conversion—without a full rebuild.
Crafting a clean red-on-graphite aesthetic, restructuring content around investor pain points, and engineering a lightning-fast WordPress build. Our research-led UX, refreshed visuals, and search-optimized architecture now position Directed IRA as the go-to platform for alternative-asset retirement accounts, underscoring Brand Vision’s talent for melding strategy, design excellence, and measurable growth.
Project Highlights
- User research & competitor benchmarking — synthesized client research and market patterns to prioritize CRO opportunities.
- User‑journey audit on 4 key pages — Home, Book a Call, Open an Account, and Pricing reviewed for friction, clarity, and trust signals.
- Navigation simplification & IA refresh — reorganized menus and labels so investors reach the right action in fewer clicks.
- Conversion‑focused updates on WordPress — minimal, high‑impact changes to existing sections and components (no platform switch).
- HubSpot & Calendly integrations — streamlined lead capture and scheduling by embedding forms and booking flows directly into the site.
- CTA & content hierarchy optimization — clearer calls‑to‑action, rewired section order, and scannable modules for mobile.
- Performance tuning — improved load times and responsiveness to reduce bounce and increase form starts.
- Compliance‑aware microcopy — plain‑language guidance while preserving regulatory accuracy and disclosures.
- User testing & QA — task‑based checks before release to validate flows and polish edge cases.
Challenges
Self‑directed IRAs span varied investor profiles and asset classes, each with unique questions, timelines, and compliance sensitivities. The legacy flows scattered CTAs across multiple pages, introduced unnecessary steps, and made pricing and account‑type choices harder on mobile, slowing bookings and account opens.
- Webflow build — modern, secure, and fast; responsive, mobile‑first execution.
- Sitemap & IA strategy — services and industries reorganized around task‑based user journeys.
- Modular CMS & component library — reusable templates for Services, Industries, and Insights (no developer lift for routine publishing).
- Conversion paths — embedded RFQ/Contact routes on high‑intent pages with persistent, unobtrusive CTAs.
- On‑page SEO — clean metadata, headings, internal linking spine, and structured data; GA4/Search Console wired.
- Accessibility & performance — WCAG‑informed color/type, keyboard navigation, lazy‑loading, and asset minimization.
- Content support — technical copy editing to maintain precision while improving scannability and search intent match.
- CMS operations workshop — step‑by‑step training videos + live session; governance checklist for a sustainable cadence.
Launch & stabilization — full QA, analytics verification, and 30‑day post‑launch support.
Our Approach
We began with discovery, aligning on goals and timelines while reviewing the client’s extensive research and wireframes. We audited the four critical pages end‑to‑end, then rebuilt navigation and page‑level hierarchy around investor jobs‑to‑be‑done. A component‑driven web design and focused UI/UX pass clarified copy, simplified choices, and improved wayfinding. We executed minimal, high‑impact updates on the current WordPress site, tuned performance, and validated with user testing. Light SEO and internal linking supported search readiness.
Final Outcome & Why Brand Vision
The refreshed experience helps investors understand account options quickly and take action Book a Call or Open an Account with less friction and higher confidence. It’s faster on mobile and easier to maintain. Brand Vision was the right partner because we combine enterprise‑grade craft and enablement bringing together web design, UI/UX, light branding alignment, pragmatic SEO, and advisory‑first marketing consultation to deliver measurable improvements without unnecessary rebuilds.
- Organic traffic rose 180% (per Google Analytics, 3 months post-launch)
- Conversions (form fills, account inquiries) climbed 150% (per internal CRM data)
- Page performance score improved from ~52 to ~90 (per PageSpeed Insights)
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Directed IRA
Simplifying self‑directed investing online; clearer choices, faster conversions
Directed IRA is a leading self‑directed IRA custodian enabling investors to diversify into alternatives like real estate, private funds, crypto, startups, and metals. Our mandate: make complex decisions easy, remove friction on key flows, and optimize conversion—without a full rebuild.
Crafting a clean red-on-graphite aesthetic, restructuring content around investor pain points, and engineering a lightning-fast WordPress build. Our research-led UX, refreshed visuals, and search-optimized architecture now position Directed IRA as the go-to platform for alternative-asset retirement accounts, underscoring Brand Vision’s talent for melding strategy, design excellence, and measurable growth.
Project Summary
Directed IRA enables investors to place retirement funds into real estate, private companies, crypto, and other non-traditional assets. As demand surged, the team needed a site that built trust, clarified complex rules, and funneled visitors toward account openings and educational resources. Brand Vision delivered: a responsive design with intuitive product pathways, bold credibility cues (testimonials, badges, podcast highlights), and an SEO-friendly structure that captures high-intent searches for self-directed IRAs.
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Brand Vision’s Impact
The impact we had on this project:
We refreshed the brand palette, reorganized navigation into clear investor journeys, and embedded fast-loading WordPress components with on-page SEO and conversion-driven CTAs—resulting in a scalable, high-performing platform that turns traffic into qualified leads.
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At Brand Vision, we take great pride in delivering unparalleled services to our clients. For this specific project, our team placed a strong emphasis on crafting a visually striking and timeless platform. We recognized the project's significance to the client and ensured effective results by establishing clear goals and milestones throughout the project. Our determination was unwavering in creating a design that not only stands out among the competition but also effectively communicates the client's message and offerings.
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