Client: SMART Cost Seg
Branding a Tailored SaaS for Financial Professionals
Objective:
Design and market a white-label SaaS solution for CPAs and Financial Planners, enabling them to harness the cost segregation tools and technologies that RCG Valuation offers its clientele.
Execution:
Branding: Initiated the project by designing a distinctive logo for SMART, which can be viewed at Smartcostseg.com.
Web Development: Post the logo creation, I orchestrated the design and construction of a responsive website on Squarespace, ensuring an intuitive user experience.
SaaS Design: Collaborating closely with my business partner, who spearheaded the wireframing and core design, we sculpted a user-centric SaaS platform tailored for our target audience.
Marketing Materials: To augment our digital marketing efforts and foster lead generation, I designed downloadable flyers. These served as an enticing offer to prospective clients, facilitating the growth of our email lists.
Outcome:
With a cohesive brand identity, an interactive website, and a meticulously designed SaaS solution, SMART Cost Seg is now poised to provide invaluable tools to financial professionals, streamlining the cost segregation process for their clients, and adding another revenue stream to their business.