Meridian
A rebrand and platform rebuild for a private banking firm moving out of legacy systems into a modern self-serve product.
Client
Meridian Finance
Services
- Brand Identity
- Web Design
- Development
Year
2025
The challenge
Meridian carried two decades of trust but an interface that felt older than its clients. They needed to modernize without alienating the advisors who depended on them.
The approach
We rebuilt the identity around clarity and restraint — a serif wordmark, a single accent color, and a type system that scales from statement to footnote. The platform followed: a focused dashboard, fewer screens, and an onboarding flow that respects the reader.
The outcome
A calmer product that advisors adopted in three weeks instead of three months, and a brand that finally matches the firm it represents.
−74%
Onboarding time
3 wks
Advisor adoption
+41
NPS
“DSIGNUR understood the business before they touched the design. The result is a product our advisors actually fought to keep.”
Next project
Field Notes