Shaping Decisions with vertX IQ

What started as a simple Excel spreadsheet evolved into an intuitive analytics cockpit. With vertX IQ, we transformed a complex analytics tool into a user-centred experience by reimagining UX, UI, and branding.

vertX IQ is a cloud-based Swiss platform that dramatically simplifies the process of making well-informed decisions for pension funds. It consolidates all relevant financial, risk and operational data and also provides modules for strategy simulation and AI-driven data analysis. We led the rebranding process and guided the entire UX journey, from information architecture to visualisation.

Design for better decisions

We collaborated closely with the client to develop user journeys, organise information and test visualisations. It was about more than just design. Which numbers really matter? How should they be presented — as a bar chart, a spider chart, or a table? We divided the content into clear segments, defined the interactions, and built the information architecture. Each screen was carefully designed to reveal even complex topics almost effortlessly.

Brand and tool: one seamless experience

Alongside the UX process, we developed the new branding, including the name, logo, colours and typography. A collaborative brand sprint provided the clarity needed to develop a distinctive new identity with the client. We also produced all the materials needed for a consistent brand presence, including presentations, press materials, photography, and social media assets. Finally, we are currently producing screencasts that demonstrate how the platform can be used to make complex financial decisions much more easily.