Case study · via Perficient

MissionSquare

A new website to take a retirement company into broader financial services, for three audiences at once: individuals, plan sponsors and financial professionals.

Role
UI/UX Designer — visual direction, components, page templates, handoff
Team
Maat Papp, Design Director · Jena LaPlante, Senior Designer (joined in high-fidelity design) · me
Timeline
~3 months of design · launched after ~1 year of development
Company
Perficient, for MissionSquare
Live site
missionsquare.com (opens in a new tab)
MissionSquare homepage hero: the multicolor brand mark above the headline “Invest on Your Terms” on a deep navy background
The live homepage at missionsquare.com.

01 The challenge

MissionSquare was expanding its financial products and wanted to step out of the “retirement only” box. Dropping the word “Retirement” from its logo was part of that shift, and the new website had to push it further.

At the same time, the site serves very different people: individuals saving and investing, the employers who sponsor their plans, and the financial professionals who advise them. Each audience needed a clear path through dense financial content, inside one calm, trustworthy brand.

02 Five directions, one choice

The project ran in phases: UX (before I joined), branding, high-fidelity design, and development. For branding, the design team was two people: Design Director Maat Papp and me. We ran a branding workshop with the client to understand what they wanted, then explored five visual directions as style tiles and presented all five. Three were mine, and I took those further into full homepage concepts; Maat designed Enhance and Uplift.

The client chose one of mine, Ascend: an editorial serif with italic words for emphasis, a clean sans, deep navy surfaces, and the brand’s multicolor mark as a focal point instead of decoration. I also proposed the typefaces.

Ascend style tile: Playfair Display with Montserrat, dark navy surfaces, story cards, icons, color swatches and photography direction
Ascend · my direction · selected by the client.
Elevate style tile: Manrope, white layouts with berry accents and bright photography
Elevate · my direction
Evolve style tile: Poppins, soft blue cards, audience tabs and color swatches
Evolve · my direction
Enhance style tile: Libre Carlson and Libre Franklin with berry buttons and warm photography
Enhance · by Maat Papp
Uplift style tile: Urbanist with rounded cards, berry and sky accents
Uplift · by Maat Papp

03 Dark, light, or both

Ascend started all dark. It felt fresh, especially for younger visitors, but long reading in light text on dark backgrounds is harder for many older ones, and this site serves both. All white was how the old site looked.

The answer was to alternate light and navy bands: the new energy, with long reading kept on light backgrounds.

Homepage concept on light backgrounds: a features grid and a products and services section
All-light concept: close to how the old site looked.
The same homepage sections on deep navy backgrounds with light text
All-dark concept: fresh, but harder for long reading.

04 One navigation, three audiences

During high-fidelity design, Senior Designer Jena LaPlante joined and built the information architecture and the navigation system. My part was refining its visual design so it matched the rest of the site.

Choosing an audience swaps the whole menu set. Each audience gets its own mega menus and a closing call to action matched to its next step: enroll, schedule a meeting, or log in for consultant access. Search is shared.

Three mega menus stacked: Products for Individuals, Solutions for Plan Sponsors, and Solutions for Financial Professionals, each with its own links and call to action
Mega menus for Individuals, Plan Sponsors and Financial Professionals. Navigation by Jena LaPlante; visual refinement by me.

05 Components and templates

Because the selected direction was mine, I designed most of the components and page templates that followed: homepage, product, calculator, educational content, about, search, and audience and hub landing pages.

The savings calculator is a good example: a few inputs on the left, a projection on the right, and the three numbers that matter summarized underneath.

Savings calculator: sliders for starting amount, contribution, frequency, years and rate of return, next to a growth chart and a summary of total deposit, total growth and final balance
Savings calculator, live.
Products and Services section: four cards with photography for personal investing, retirement plans, advisory services and financial planning
Products and services cards, live.

06 Handoff and launch

I cleaned and organized the final Figma file for handoff to development. Design took about three months; development and implementation took close to a year. The redesigned site is now live.

The full MissionSquare homepage from hero to footer: calculator, financial tools, products and services, numbers, featured resources and education center
The full live homepage. Scroll inside the frame.

Designed at Perficient for MissionSquare with Maat Papp (Design Director) and Jena LaPlante (Senior Designer). All screens shown are public; no account or internal flows are included. MissionSquare is a trademark of its owner.

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