Finpulse / Reimagining Digital Presence

A glass piggy bank shaped like a pig with a translucent, iridescent finish, filled with coins, against a gradient blue to purple background.

Building a Broker Platform Without a Blueprint

Finpulse is a fictional independent broker that connects financial advisors with insurance providers. I created the identity and designed the landing page and CRM portal as a four-week concept project in 2023. The platform serves two audiences: advisors who need efficient, reliable tools to manage client portfolios, and the clients those advisors serve.

The brief offered a lot of creative freedom and little reference material. For the identity, I designed the logo, colour palette and typography, with the logo created in Affinity Designer. The landing page redesign and the CRM portal were built as high-fidelity wireframes for desktop and mobile in Figma. The goal was a design that is functional and trustworthy rather than decorative. Clean layouts, clear hierarchy and mobile responsiveness were the foundation throughout.

Sometimes a brief hands you a blank page and a lot of freedom. Finpulse needed a modernised landing page and a fully designed CRM portal, with little reference to build from. The work was about turning open-ended freedom into something clear and easy to use.

Finpulse logo with a teal and navy icon and the word 'Finpulse' in navy blue text.
Blue transparent glass geometric shape with four smaller matching squares around it, on a white background.
Color palette chart with eight color samples, each labeled with name, hex, RGB, CMYK, and Pantone codes, including Dark Navy, Royal Indigo, Sky Mist, Electric Mint, and others.
A graphic displaying the font Source Sans 3, showing text in both English and German, including alphabet, numbers, and symbols, with a logo in the top left corner and descriptive text about the font on the top right.
Two people reviewing data on a digital tablet at a conference table filled with papers, charts, and a coffee mug labeled 'STRATEGY'.
Modern office lobby with four teal armchairs arranged around a white circular coffee table on a gray rug. A potted plant is in the corner near a window. The wall features the 'Finpulse' logo with a teal and purple graphic symbol.
Two smartphones displaying the Finpulse app, with screens showing financial overview, including total revenue of €142,850, active customers, and pending tasks, against a dark blue background.
Laptop displaying a customer overview dashboard in German, with statistics and user activity information, placed on a dark blue textured surface.
Three computer screens displaying the before version of a website, with the middle screen showing the main page and the other two showing different sections.
Three projected website screens showing a professional insurance or financial advisory company’s homepage, with illustrations, headlines, and navigation options.
Comparison of two login screens: the left one labeled 'Login: Before,' shows a generic login form with a username and password fields and a 'Sign In' button. The right one labeled 'Login: After,' shows a broker login form with username and password f
Four smartphone screens showing the mobile interface of a finance application called Finpulse, including the home screen, services menu, login page, and dashboard overview.
Computer and smartphone screens showing the CRM portal dashboard with financial and customer data in German.
Screenshot of a CRM portal on a computer and a smartphone, showing customer overview with statistics, customer list, and navigation menu.
Screenshot of a CRM customer profile page on a desktop and a mobile phone, showing personal details, insurance policies, and account value for Dr. Elena Rodriguez.
A computer screen and smartphone displaying a CRM portal interface for creating a new client profile, with form fields for personal information and insurance interests.

Ready to talk?

I’m looking for design roles in Oulu and would be glad to hear about your team and projects. Got something in mind? Let’s talk about it, and how I can help create purposeful design with care.

hello@stephanievaara.com

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