Broletto brand identity, website and CRM platform.
UX/UI product design, brand identity, corporate communication and website design for a corporate finance company with a fintech CRM platform.
Client
Broletto Group
Industry
Corporate finance, M&A advisory, Fintech
Role
Product designer and brand consultant
Scope
UX/UI product design, CRM platform, brand identity, corporate presentations and website
Links
Archive
Project overview.
Broletto Group is a corporate finance company focused on M&A advisory, debt advisory, financial advisory and related consulting services.
The collaboration covered several strategic touchpoints: brand identity, corporate communication materials, website design and product design for an internal fintech CRM platform dedicated to M&A and business management workflows.
I designed the Broletto brand identity, starting from the logo and extending the visual language to corporate presentations, icons, documents and digital touchpoints. The goal was to create a clear, elegant and credible identity for a company operating in a highly professional financial context.
Activities
The brand identity work included logo design, visual system development, icon design and coordinated communication materials for corporate and commercial use.
I designed corporate presentations and brochure layouts for different business areas, including Broletto Corporate Advisory and Broletto Sustainable Finance.
These materials had to organize complex financial content, improve readability and support meetings with clients, partners and stakeholders.
I also designed and built the previous Broletto website, now presented through archive screenshots: an Italian and English WordPress website with a custom theme, responsive layouts and a digital structure aligned with the company’s positioning.
The work also included Google Tag Manager, GA4 and Google Search Console integration.
The UX/UI product design work focused on an internal CRM platform dedicated to Broletto’s M&A and business development activities.
I worked on the UX process with stakeholders, structured the information architecture, created low, medium and high-fidelity prototypes and coordinated the frontend and backend development team during the production phase.
The CRM platform is covered by NDA, so this case study mentions the activity without showing screens, workflows or detailed product information.
Results
The project gave Broletto a coordinated visual and digital system across product design, brand identity, website and corporate communication.
The CRM platform brought UX and interface design into a real operational workflow, supporting internal activities related to M&A advisory, business development and client management.
The brand identity helped define a distinctive and professional image for the group, with a visual language suited to corporate finance and advisory services.
The website improved the company’s online presence with a bilingual WordPress platform, responsive interface and proper tracking setup.
The corporate presentations and brochures gave Broletto clearer communication tools for meetings, business development and institutional presentation.
