Fiduciary In A Box
Project Type
Online Platform
Stage
Startup
What We Delivered
Platform Architecture, Product Design, Marketing Site
About the Project
Built by industry experts, Fiduciary In A Box ensures fiduciary excellence through a user-friendly compliance process, automated document management, and more. By simplifying the fiduciary process into a series of manageable questions and tasks, FIAB helps businesses improve benefits, reduce costs, and avoid fines & lawsuits.
Establishing a Brand
In addition to crafting the entire FIAB platform, we provided a sales-driven e-commerce site that tied directly into the platform itself. This meant establishing the brand’s online presence while ensuring an intuitive checkout process that automatically issued tier-based access to the platform itself.
Here’s how we helped:
- Web/Branding Design
- Hosting setup
- E-commerce transactions
- Platform integration
- Calendly Integration
Primary Goal:
Prototype, design, and build a platform that vastly streamlines a complex process into a simple, digestible experience set to revolutionize the healthcare landscape.
Collaborative Prototyping
Fiduciary In A Box set out to streamline the complex compliance process businesses endured regarding healthcare plans offered to their employees. Working hand-in-hand with the client, we prototyped every aspect of the platform with very strict details in mind. The result was a streamlined user experience that redefined the compliance process for businesses nationwide.
Our 3 Steps to a Successful Launch:
- Collaborate, Plan, and Design
- Discuss, Iterate, Refine
- Launch using feedback to guide the way.
Designing with Purpose:
Designing an experience that handled dozens of compliance tasks while staying intuitive, and even fun, was essential. By focusing the UX on this core goal, the secondary features flowed naturally, creating a system that felt robust yet simple, kept users engaged, and drove subscription retention.
—Josh, Lead Designer
Success, right out of the box…
Upon launching, Fiduciary In A Box onboarded customers immediately. That’s not only a sign that we did our job, but that the FIAB team had found a niche needing filled. We couldn’t be more proud to have helped build their idea.
Fiduciary In A Box is redefining the compliance process for the following companies…
“Josh prototyped, designed, and lead the charge in building our entire platform for Fidciary In A Box. From designing an intuitive user experience, to capturing our brand, Josh and his team really brought every piece together on a truly massive project.”
—Jed Cohen, CEO | Fiduciary In A Box
Out of The Box Results
Customers were eager to join the Fiduciary In A Box platform immediately, launching the company into near-instant success. See the results of our collaboration below:
1
Month after launch to generate revenue.
12
Industry giants joined the platform in the first year.
100s
Employers protected and compliant.
$10M+
Dollars in legal fees, fines and lawsuits saved.
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