Client: A financial planning and investment platform, Ellevest offers automated brokerage, retirement, and banking accounts for a monthly subscription.

Role: Senior Product Designer - Growth and Engagement

Project timeline: Feb 2021 - June 2021

Cerebral website, conversion funnel

background

We updated the Cerebral brand identity across marketing, conversion funnel, insurance and the core product in an ambitious 3 month timeline.

Goal

Connect to quality leads in a unified brand experience, while championing clarity, usability, and product performance.

Results

Improved overall CVR across all leads by 38%

Increased arrival to purchase for new insurance clients by 300% and Insurance arrival to lead by 220%

Improved page level drop-off on account creation page by 13pts

Fully integrated design system

Key features and improvements

A people-focused approach to mental health

Cerebral is committed to transparency and accessibility with mental health treatment. Our guiding principle was to create a warm, welcoming experience that clearly communicated a best in class product offering. We worked closely with the clinical and legal team to update content to be friendly, informative, and concise.

Created a searchable directory of clinicians

We created a filterable directory for therapists and prescribers. Users could search by zip code and then filter down by gender, specialty, and availability. 



The two landing pages, one for therapists and one for prescribers, got significant traffic from SEO and marketing campaigns and are top performing pages, outpacing the home page for lead generation.

Translated strong brand visuals to intuitive UX

As the client progresses deeper into the product experience, we focused on interpreting the personality of the brand into more utilitarian UI elements. We took the opportunity to make improvements in the overall clarity and UX of the flow.

Expanded the funnel to include insurance eligibility checks

We inserted the insurance check at the top of the funnel, and opened all traffic opt into the insurance check (previously we had restricted traffic for fear of cannibalizing self-pay). 

However, by allowing users to self-select their path at the start, we increased conversion on both self-pay and insurance.

Constructed a living style library that grew and evolved along with the brand

As I began work on core marketing site updates, I created a working style library that I updated and added to as I went along - tweaking sizes and style hierarchy, exploring image usage, and flagging any issues I ran into.

By the time I had finished my first draft of the first site page, I had a robust library that I shared with the other designers to begin using and stress testing in their designs. Together we continued to build out the library further as the rebrand grew to cover more areas of the product.

More projects

Cerebral core site and conversion funnel
View project
Ellevest client conversion funnel
View project
Ellevest emergency fund calculator
View project