Webull Brand Evolution

Brand Evolution

Prepared By Jordan Rittgers

Project Title

WeBull Brand Evolution

Project Overview

Culmination Project: Brand ID Standards

FINE 3415 - Design Studio I

University of Colorado - Denver

The purpose of this project is to demonstrate how to redesign an existing brand identity and compile the comprehensive guidelines for its use and management, including application of several brand identity touchpoints.

Objective

By the end of the project, WeBull will have a redesigned or evolved version of their brand identity. The changes will be apparent in various touch points as well as the business system and website.

Once the identity elements are designed, a system of guidelines will be compiled regarding the use of WeBull’s brand identity by taking the target audience of those who might use the guidelines into consideration.

Budget

To be Determined

Deadlines

Initial Branding Audit

Discussion: Brandmark Signature & Topology

Progress Check 1

Discussion: Brand Guidelines

Progress Check 2

Final Deliverable Due

Core Competencies

Beginner- Friendly

Te hnology - Ri h

Innovation at Heart

Brand Outlook

At Webull, we look forward to utilizing a persistent use of technology to help customers and users achieve their financial goals by allowing them to invest in their future on a mobile platform.

Brand Mission

We are committed to utilizing a combination of technology and finance to provide reliable, professional, intelligent, and efficient products and services that push the boundaries of investing in one’s future in pursuit of a financially stable future.

Brand Vision

Technology is the investor’s best friend. It vastly expands the human’s trading capabilities in terms of time, scale, and technique. Technology is the future. Our platform allows people to secure it financially.

Brand Values

Customer at heart Internet as foundation Technology as lifeblood

Respecting the investor is respecting the market.

Brand History

May 24, 2017

Webull Financial LLC was established as a Delaware limited liability company by Wang Anquan

May 2018

Mobile app released on iOS and Android platforms

November 2020

Support for cryptocurrency transactions

September 2021

Brooklyn Nets and New York Liberty entered into global multi-year agreement; Webull became official jersey patch partner for the Nets.

Competitors

SOPHIA RODRIGUEZ

AGE 28 OCCUPATION

FREELANCE WRITER

EDUCATION

BACHELOR’S DEGREE IN JOURNALISM

MARITAL STATUS

SINGLE LOCATION

LOS ANGELES

TECHNOLOGY PROFICIENCY

Sophia is comfortable with technology and frequently uses her smartphone and laptop for work and personal use. She is open to exploring new applications and is always on the lookout for tools that can help her streamline her work.

CRYPTO EXPERIENCE

Sophia is new to crypto trading and is looking to invest a small amount of money to diversify her investment portfolio. She has read up on the basics of cryptocurrency and understands the potential risks and rewards associated with trading.

GOALS & MOTIVATIONS

Sophia is motivated by the potential for financial gain that comes with crypto trading. She is also interested in learning more about blockchain technology and how it can be used to transform various industries.

CHALLENGES & PAIN POINTS

Sophia is worried about the security of her digital assets and wants to ensure that she is using a reliable and secure trading platform. She is also concerned about the volatility of the crypto market and is looking for guidance on making informed investment decisions.

KEY FEATURES & BENEFITS

Sophia is looking for a user-friendly trading app that offers easy-to-understand market data and guides her through the trading process. She also wants a platform that offers secure storage of her digital assets and provides reliable customer support.

JEREMY HARRINGTON

AGE 45 OCCUPATION

BUSINESS OWNER EDUCATION

MASTER’S DEGREE IN BUSINESS ADMINISTRATION

MARITAL STATUS MARRIED; TWO CHILDREN LOCATION

SEATTLE, WA

TECHNOLOGY PROFICIENCY

Jeremy is comfortable with technology and uses his smartphone and laptop for work and personal use. He is open to exploring new applications and is interested in leveraging technology to streamline his business operations.

CRYPTO EXPERIENCE

Jeremy is an experienced crypto trader who has been investing in cryptocurrency for the past five years. He has a diversified portfolio that includes Bitcoin, Ethereum, and several altcoins.

GOALS & MOTIVATIONS

Jeremy is motivated by the potential financial gains that come with trading cryptocurrencies. He is also interested in using crypto as a means of payment for his business transactions.

CHALLENGES & PAIN POINTS

Jeremy is concerned about the security of his digital assets and is constantly looking for ways to protect his investments. He is also interested in exploring new investment opportunities but finds it challenging to keep up with the fast-paced crypto market.

KEY FEATURES & BENEFITS

Jeremy is looking for a user-friendly trading app that offers easy-to-understand market data and guides him through the trading process. She also wants a platform that offers secure storage of her digital assets and provides reliable customer support.

35 OCCUPATION

MARIA GARCIA

NURSE EDUCATION

BACHELOR’S DEGREE IN NURSING

MARITAL STATUS

MARRIED; ONE CHILD LOCATION MADRID

TECHNOLOGY PROFICIENCY

Maria is comfortable with technology and uses her smartphone and laptop for work and personal use. She is open to exploring new applications and is interested in using technology to manage her finances.

CRYPTO EXPERIENCE

Maria is new to crypto trading and has never invested in cryptocurrency before.

GOALS & MOTIVATIONS

Maria is interested in learning more about crypto trading and the potential financial gains associated with it. She is also interested in using crypto as a means of payment for online purchases.

CHALLENGES & PAIN POINTS

Maria is concerned about the security of her digital assets and wants to ensure that she is using a reliable and secure trading platform. She is also worried about making mistakes when trading and wants a platform that is easy to use and provides guidance on making informed investment decisions.

KEY FEATURES & BENEFITS

Maria is looking for a user-friendly trading app that offers easy-to-understand market data and guides her through the trading process.

SUCCESS MATRIX

GOAL

Evolve Webull's brand to increase brand awareness, trust, and appeal among potential users.

METRICS STRATEGIES

Increase the percentage of people who are aware of Webull as a brand by 50% within the next 12 months.

BRAND AWARENESS TRUST

Increase the percentage of people who trust Webull as a reliable platform for investing by 30% within the next 12 months.

Increase the percentage of people who find Webull's brand appealing by 40% within the next 12 months.

Launch targeted advertising campaigns across various channels, including social media, email marketing, and search engine marketing to increase the reach of Webull's brand messaging.

INCREASE VISIBILITY BUILD CREDIBILITY

Partner with reputable financial news sources, such as CNBC, Bloomberg, or Wall Street Journal, to feature Webull's products, services, and expert insights.

ENH NCE USER EXPERIENCE

Continuously improve the user experience on Webull's platform by introducing new features, such as advanced charting tools, real-time market data, and educational resources.

FOSTER COMMUNIT

Engage with Webull's users through social media channels, in-app messaging, and forums to create a sense of community around the brand.

LEVER GE INFLUENCERS

Partner with popular social media influencers who align with Webull's values and target audience to promote the brand and its offerings.

MONITOR FEEDB CK

Monitor user feedback through customer support channels, online reviews, and social media to identify areas of improvement and adjust the brand strategy accordingly.

CUSTOMER EXPERIENCES

“It’s the best you can get for a cell phone or tablet. Period. The social media part is actually pretty cool.

Mr.Bojangles77

“Webull has so much information at my fingertips that Ionly need my phone to make solid trades.

333joel777

“The application is way too complicated for something that could and should be simple. Unknown

COMPETITIVE MATRIX

CRITERIA

WEBULL ROBINHOOD TD AMERITRADE

TRADING FEES

TRADING PLATFORMS

$0 commission on stocks, options, and ETFs

$0 commission on stocks, options, and ETFs

$0 commission on stocks, options, and ETFs

INVESTMENT OPTIONS

Desktop and mobile app

Mobile app only

Desktop and mobile app

RESEARCH & EDUCATION

Stocks, ETFs, options, cryptocurrency

Stocks, ETFs, options, cryptocurrency

Stocks, ETFs, options, mutual funds

Basic market data and news, educational resources

Basic market data and news

Extensive research tools, educational resources

ACCOUNT MINIMUMS

$0

$0

$0

CUSTOMER SERVICE

24/7 live chat, phone, and email support

Email support only

Phone and email support

Overall, Webull seems to be competitive with other popular trading platforms in terms of trading fees, investment options, and customer service. Additionally, while Webull offers both a desktop and mobile app, Robinhood is only available on mobile, which could be a downside for some users.

MOOD BOARD WeBull Brand Evolution

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Prepared By Jordan Rittgers