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Guardia

Design/PM/Dev

Trusted financial advisor platform transforms client connections through innovative matching technology and seamless user experience design.

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Guardia revolutionizes financial advisor matching with Spellbound, delivering a seamless platform that builds trust and simplifies the advisor selection process.

Overview

Spellbound partnered with Guardia to build its digital presence from the ground up, launching a platform engineered to simplify the search for a trusted financial advisor. We developed a sophisticated yet user-friendly online experience designed to build immediate confidence and drive connections. The platform guides users through a seamless matching process, enhanced with a clean aesthetic and intuitive navigation. By integrating a straightforward questionnaire and powerful matching algorithm, the site effectively connects users with a curated network of vetted advisors. This foundational work establishes Guardia as a dependable resource in the financial industry, empowering users to find the right professional with ease.

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