RepVue

Shaping the brand of a leading retirement plan provider

Overview

Ubiquity Retirement & Savings is a leading retirement plan provider known for pioneered the 401(k) flat-fee model. They’re one one of the earliest companies in the industry, boasting over 25 years in business. While their time in the space had built a wealth of trust with existing customers, their brand (in need of a refresh) was proving to be problematic for winning new customers and standing out in a dynamic landscape of emerging competitors.

Recognizing their need to modernize, Ubiquity engaged Dreamten to help them craft a new brand and overhaul their website. We kicked off the project with our strategize workshop where we worked with the team to develop their vision, define objectives, and understand the company’s unique value prop. After working closely with them for several months, we launched a new and improved myubiquity.com.

TIMELINE

January 2024 - April 2024

Process

Strategize, Visualize, Systematize

Services

Branding, UX/UI Design, Web Design, Front End Development, Webflow Development

TIMELINE

January 2024 - April 2024

Process

Strategize, Visualize, Systematize

Services

Branding, UX/UI Design, Web Design, Front End Development, Webflow Development

TIMELINE

January 2024 - April 2024

Process

Strategize, Visualize, Systematize

Services

Branding, UX/UI Design, Web Design, Front End Development, Webflow Development

TIMELINE

January 2024 - April 2024

Process

Strategize, Visualize, Systematize

Services

Branding, UX/UI Design, Web Design, Front End Development, Webflow Development

Results

17

%

Increase in Qualified Leads

Immediately after the launch of the new website, the number of qualified leads jumped significantly, while the amount of spam requests reduced.

120

%

Increase in Organic Traffic

Because of the refreshed user experience and SEO/performance benefits of Webflow, organic traffic improved dramatically right after launch.

99

Ahrefs SEO Score

The new site has a near perfect Ahrefs score, meaning all of Ubiquity's website content will rank higher and be easier to find in search engines.

“Dreamten's active listening and involvement really helped keep things on pace and take the work to the next level. There was nothing Dreamten could have improved on. It was such a positive experience that we want to work with them again.”

Melissa Cherry

VP of Demand Generation, Ubiquity

“Dreamten's active listening and involvement really helped keep things on pace and take the work to the next level. There was nothing Dreamten could have improved on. It was such a positive experience that we want to work with them again.”

Melissa Cherry

VP of Demand Generation, Ubiquity

“Dreamten's active listening and involvement really helped keep things on pace and take the work to the next level. There was nothing Dreamten could have improved on. It was such a positive experience that we want to work with them again.”

Melissa Cherry

VP of Demand Generation, Ubiquity

“Dreamten's active listening and involvement really helped keep things on pace and take the work to the next level. There was nothing Dreamten could have improved on. It was such a positive experience that we want to work with them again.”

Melissa Cherry

VP of Demand Generation, Ubiquity

The homepage

One of our objectives with the homepage hero was to establish an instant, personal connection with the target audience—business owners in need of a retirement plan for their company. The hero contains a carousel featuring different types of business owners along with key plan features best suited for that persona.

Within a few seconds, business owners can see themselves in the imagery and grasp Ubiquity’s value of highly custom retirement plans.

Product pages

Ubiquity’s retirement plans are designed with 2 types of businesses in mind: businesses with employees, and businesses without them (freelancers, sole proprietors, etc.). We designed a product page for each type of business with content and imagery specific to the differing needs. which functions as a jumping-off point to get a specific 401(k) plan recommendation

Prioritizing responsive design

A large percentage of Ubiquity’s web traffic is mobile, so we were careful to ensure each page renders perfectly on all devices.

Pricing

Integrations

Advisors

Calculators

Legislation

Prioritizing responsive design

A large percentage of Ubiquity’s web traffic is mobile, so we were careful to ensure each page renders perfectly on all devices.

Pricing

Integrations

Advisors

Calculators

Legislation

Prioritizing responsive design

A large percentage of Ubiquity’s web traffic is mobile, so we were careful to ensure each page renders perfectly on all devices.

Pricing

Integrations

Advisors

Calculators

Legislation

The design system & elements

A design system of standardized and repeatable elements was created to empower Ubiquity's marketing team to build new pages of the website quickly with consistency.

The new logo

After several rounds of logo iterations, the Ubiquity team selected a symbol embodying traits of an upward arrow infused with leaf-inspired elements. Because they gravitated toward simplicity and abstraction, we did our best to ensure that the logo didn’t look too literal.

Brand elements

In our strategize workshop, the Ubiquity team used words like “expert”, “friendly” and “partnership” to describe their desired brand personality. While developing their brand, we let those terms guide us. The fonts, colors, styles and images were intentionally chosen to convey professional without being stiff, friendly without being too casual, and expertise without being pretentious.

Display font

Display font

Display font

Display font

Family

Family

Family

Family

ABCDEFGHIJKLMNOPQRSTUVWXYZ
abcdefghijklmnopqrstuvwxyz
0123456789

ABCDEFGHIJKLMNOPQRSTUVWXYZ
abcdefghijklmnopqrstuvwxyz
0123456789

ABCDEFGHIJKLMNOPQRSTUVWXYZ
abcdefghijklmnopqrstuvwxyz
0123456789

ABCDEFGHIJKLMNOPQRSTUVWXYZ
abcdefghijklmnopqrstuvwxyz
0123456789

Body font

Body font

Body font

Body font

Neurial Grotesk

Neurial Grotesk

Neurial Grotesk

Neurial Grotesk

ABCDEFGHIJKLMNOPQRSTUVWXYZ
abcdefghijklmnopqrstuvwxyz

0123456789

ABCDEFGHIJKLMNOPQRSTUVWXYZ
abcdefghijklmnopqrstuvwxyz

0123456789

ABCDEFGHIJKLMNOPQRSTUVWXYZ
abcdefghijklmnopqrstuvwxyz

0123456789

ABCDEFGHIJKLMNOPQRSTUVWXYZ
abcdefghijklmnopqrstuvwxyz

0123456789

Sandy Beach

Sandy Beach

Sandy Beach

Sandy Beach

#EEE7DF

#EEE7DF

#EEE7DF

#EEE7DF

Finance Green

Finance Green

Finance Green

Finance Green

#075643

#075643

#075643

#075643

Obsidian

Obsidian

Obsidian

Obsidian

#1C1F1F

#1C1F1F

#1C1F1F

#1C1F1F

Ubiquity Coral

Ubiquity Coral

Ubiquity Coral

Ubiquity Coral

#FF452E

#FF452E

#FF452E

#FF452E

Mint

Mint

Mint

Mint

#3DCFAD

#3DCFAD

#3DCFAD

#3DCFAD

True Gold

True Gold

True Gold

True Gold

#F7C247

#F7C247

#F7C247

#F7C247

Secure Blue

Secure Blue

Secure Blue

Secure Blue

#EAEEF4

#EAEEF4

#EAEEF4

#EAEEF4