Zeta
Overview
Zeta Wealth is an AI-powered financial advisory platform built for modern financial advisers, offering smarter insights, faster workflows, and stronger client outcomes. The platform is positioned to help transform financial advisory practices by combining AI-driven insights with better decision-making tools to improve client outcomes.
Design Process
For Zeta, we took a slightly different route by starting with the dashboard first before branching out. Once that foundation was solid, we moved on to the website, then followed it up with the mobile app, making sure the experience stayed consistent across every screen size and platform. After the core pieces were in place, we turned our attention to the deck slide, which was later brought to life through animation. Throughout it all, it was the usual back and forth: iterate, get feedback, and repeat, refining each piece until everything felt like part of the same family.
The Challange
Working across so many different formats came with its own set of hurdles. Keeping everything inline with both the brand and the product itself was a constant balancing act, since a dashboard, website, mobile app, and animated deck slide all have their own quirks and constraints. It meant trying different approaches again and again, testing what worked for one platform and adapting it for the next, until we landed on a design language that felt cohesive no matter where someone encountered Zeta.
The Solution
We built a cohesive design system that flexed across every touchpoint without losing its core identity. Starting with the dashboard gave us a strong foundation to build from, so by the time we reached the website and mobile app, the brand language was already established and just needed to adapt to each platform's strengths. The animated deck slide became the cherry on top, bringing the same visual identity to life in a way that felt dynamic and engaging rather than just another static presentation. Through constant iteration and testing different approaches, we landed on a system that felt unmistakably Zeta, whether someone was checking the dashboard, browsing the site, using the app, or watching the deck come to life.
