UX writing for complex navigation
Role
UX Copywriter
Project
seic.com
Company
SEI is a global enterprise providing financial technology, operations, and asset management services within the financial services industry.
The Challenge
In the U.S., this website served four core audiences: financial advisors, asset managers, institutional investors, and private banks of all sizes.
On the home page, visitors selected their audience section, then entered a unique experience within the cohesive framework of SEI’s website structure and brand.
The navigation descriptions had three jobs:
Confirm they had landed in the right section
Keep them engaged
Interest them in products and services
The Solution:
To do this, the navigation menu descriptions hint at both a user pain point and solution, all within tight character counts.
On each section overview page, the solution were a bit more in depth, with lively links that reinforced the benefits.
I worked with each marketing team to understand common pain points and weave them into the copy.
Banks and wealth managers
Asset managers
Screenshots can be hard to read. Here’s the plain copy.
Text copy: Navigation menu descriptions for the Asset Managers section.
Fund administration
Turn your back office into a competitive advantage.
Investment operations outsourcing
An advanced operational platform tailored to your business.
Investment manager technologies
Streamlined technology that provides a total investor experience.
Regulatory and compliance services
Reduce risk with global regulatory services and expertise.
Investment trust
Experienced support for CIT businesses.
Managed IT services
Cybersecurity, network operations, and cloud infrastructure for a secure IT foundation.
Text copy: Navigation menu descriptions for the Global Banks section.
Wealth management technology and operations
Wealth management technology and operations in one fully integrated platform.
Flexible investment solutions
Flexible investment solutions for personalized client portfolios.
Professional services
Comprehensive, specialized services to design and build the solution you need.
Data Cloud
Seamless data and analytics access across the breadth of your business.
Managed IT services
Advanced solutions for cybersecurity, network operations, and cloud infrastructure.
Within each section, overview pages describe services in a bit more detail, engaging visitors more deeply.
Banks and wealth managers
Institutional investors
Here’s the plain copy.
Powering the future of your business.
Outsourced technology, operations, and investment solutions to help wealth management firms power growth.
What we do.
We help banks, wealth managers, and independent trust companies unify their business, reduce, friction, and deliver on client goals.
Wealth management technology and operations
Modern, fully integrated wealth managment technology and outsourced operations solutions for streamline your business—all powered by the SEI Wealth Platform™.
Modernize your tech and ops
Investment solutions
Seamlessly deliver curated investment strategies designed to help you build portfolios tailored to client goals, risk profiles, and preferences.
Invest smarter
Professional services
Expert consulting, technology and operations infrastructure support, and strategic guidance to help you streamline our operations, drive growth, and scale your business more efficiently.
Unlock your potential
Data, analytics, and information management
SEI Data Cloud is a fully managed data platform that provides seamless access to near real-time data and advanced analytics, so you can quickly act on insights.
Accelerate business intelligence
Managed IT services
Comprehensive offerings that strengthen cybersecurity, enhance network operations, and scale cloud infrastructure.
Secure your operations
Helping asset managers stay ahead of change.
Technology and outsourcing solutions built to help investment firms elevate client experience, enter new markets, launch products, and grow assets.
Fund administration
Outsourced back office, fund accounting, and administration services.
Support your growth.
Investment operations outsourcing
A comprehensive operational platform tailored to your business and products.
Insfrastructure that fits your business
Investment manager technologies
Proprietary, integrated, leading-edge technologies that help streamline and unify your business so you can provide a first-class experience to your end clients.
Enhance client experience
Regulatory and compliance services
Global regulatory compliance services and reporting to help ease the burden for your firm.
Simplify compliance
Investment Trust
The SEI Trust Company is a leading provider of collective investment trusts to the United States retirement market.
Services for CITs
Managed IT services
Comprehensive offerings that strengthen cybersecurity, enhance network operations, and scale cloud infrastructure.
Secure your operations