Rebuilding the digital experience for Redwood Investment Management
Scalable and white label-ready web solution that supports storytelling, event promotion, and future feature expansion.
About Redwood Investment Management
Redwood Investment Management is a data-driven investment firm focused on helping clients manage risk through quantitative research and strategy. Their platform, RiskFirst® Investment Solutions, offers tools and insights to guide investors through complex markets with confidence.
Challenge
The existing Redwood website suffered from clunky navigation, an outdated design, and limited flexibility to spin up micro-landing pages for events or conferences.
Solution
The upgraded web solution enables the Client to simplify the onboarding, provide the most relevant content using the collected data about customers, and scale easily when needed.
Results
The solution is live, delivering value to the Client’s day-to-day operations.
Key results
- Better conversions
- Faster content publishing
- Advisor enablement
See what Altamira can do for you
01
The Challenge
Redwood reached out to Altamira to completely rebuild their website. The existing one looked outdated, was hard to navigate, and didn’t do a great job of showing who they are or what they offer. On top of that, adding new content or setting up pages for events was way more complicated than it needed to be. Given the existing challenges, our Client sought a solution to:
- Improve how they tell their story online and make the site easier to use.
- Drive more conversions while giving their internal team more control over content.
- Lay the groundwork for future growth.
We worked hand-in-hand with Redwood’s team from day one, starting with discovery and continuing through weekly design reviews and sprint check-ins. Their marketing, product, and leadership teams stayed closely involved to make sure everything we built fit their brand and long-term plans.
As a zero headache software development partner, we brought solid experience in product design, content structure, and scalable development. Instead of just giving the site a facelift, we helped Redwood rethink how it could actually work better for them – from telling a clearer story to quickly launching new tools and pages when they need them.
Of course, there were a few challenges, like turning complex investment data into user-friendly interfaces and building a widget-based system from scratch that could scale with the business. But with the right mix of technical know-how and close collaboration, we worked through them all.
02
The Solution
We built a fully reimagined web solution that’s clean, modern, and flexible under the hood. Key components include:
- Exhibits: Large, story-driven sections of the site that bring Redwood’s investment philosophy and approach to business. These can house other interactive elements and data-driven tools.
- Widgets: Interactive components—like maps, sliders, hover states, or tabbed panels—designed to help explain strategies or concepts in a more visual, user-friendly way.
- Gadgets: Real business content and data that feed into Widgets.
- Conferences module: A flexible system for publishing event pages, complete with fields for speakers, locations, schedules, registration forms, and more.
- Embedded video player: A fully customizable Vimeo integration with clean UI and flexible sizing.
- Advisor contact tool: A Calendly-powered contact widget that lets users easily book time with an advisor or analyst.
- White label infrastructure: Built-in support for white-labelled versions of the app so Redwood can offer custom-branded tools to advisors or partners down the line.
- Locked content: Secure, login-protected pages for sharing sensitive resources like PDFs, videos, or research.
- Custodian and broker-dealer modules: Dedicated sections to support onboarding and education around Redwood’s financial services network.
- Smart contact form: Clean, consistent, and ready for Salesforce integration.
Third-party tools like Loom, Google Analytics, Tag Manager, Vimeo, and Calendly were all smoothly integrated to keep Redwood’s team in sync and their data flowing where it’s needed.
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03
The Result
The new website doesn’t just look better, now it works smarter.
Better conversions
With clearer navigation and more compelling content, the site now does a much better job guiding visitors to the right place—whether that’s booking a call or exploring an investment strategy.
Faster content publishing
Marketing can now build pages, add new content, and launch campaigns without waiting on developers.
Advisor enablement
Tools like the advisor contact module and the white-label-ready foundation put Redwood in a great spot to scale partnerships.
Built for growth
With a modular architecture and all the right integrations, the platform is ready to expand into new tools, features, and content types.
Altamira helped turn what used to be a static, hard-to-manage site into a flexible digital platform that actually drives business. Redwood’s team now has the tools they need to move faster and without stress.
