A complete rebrand and website redesign, consolidating three organizations into one unified brand. The new website was strategically designed to hit the ambitious goal of +230% revenue growth within 3 years.

  • “The best part of working with Steven is not just his fantastic copywriting skills. It's his ability to be an active partner in the strategic writing process. He's a joy to work with and always challenging OptimaFI to pursue excellence.”

    Sarah Young
    UX Researcher & Strategist, OptimaFI

  • “I don't think anyone is talking this directly to bankers like we are here. It's so expert and credible while showing our audience we know them and have a comprehensive suite of solutions that solve and enable. Thanks Steven, you are great at this! IMO this is truly exceptional.”

    Lawrence Neisler
    Board Member, OptimaFI

Phase 1

Rebranding

OptimaFI was born from the merger of Infusion Marketing Group, QwickRate, and IntelliCredit. The new brand was developed in collaboration with the client and tested against ideal user groups as part of the name selection process.

I played an active role in brand name discovery, research, and user testing. I also collaborated with the team leading visual identity evolution. Once the new brand name was solidified, I led product taxonomy discussions and the creation of a 75-page style guide governing brand usage.

Phase 2

Sitemap Planning & Wireframing

Ahead of the website redesign, I audited user journeys across the three legacy websites. Findings informed a new sitemap for the unified brand that would enable ideal users to find the most relevant product or service line with minimal friction.

Upon sitemap approval, I created low-fidelity wireframes for each page. This guided content design and information architecture of each page of the redesigned website.

Phase 3

Content Design & Copywriting

I led content strategy and copywriting for the new OptimaFI website. The new website communicates the value of the unified brand to its audience across three key categories:

  • Growth Solutions

  • Credit Risk Management Solutions

  • Balance Sheet Management Solutions

It was also intentionally built to support the addition of new products and services as OptimaFI expands.

Phase 4

Post-Launch Support

The final step was providing go-to-market (GTM) support for OptimaFI as they unveiled the new brand. I supported the content strategy and was principal copywriter for:

  • Email campaigns

  • 2x customer case studies

  • LinkedIn and Google ads

  • Sales enablement documentation

  • Event collateral for their live brand reveal

Image source: OptimaFI (LinkedIn)

Before

After

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