Client overview.
Unifi Mutual Fund
Unifi Mutual Fund is the mutual fund business of the Unifi Group, offering actively managed investment solutions backed by a research driven investment philosophy. Jamoons partnered with the team to conduct user experience research, design and maintain the corporate website, and create presentations, widgets, infographics, videos, and a wide range of digital and print communication assets that supported investor engagement and business growth.
Business, investor ecosystem, and the communication platform supporting education, engagement, and long term growth.
Client
Industry
-
Mutual Funds · Asset Management · Financial Services
Business
Mutual fund company offering actively managed investment solutions for retail and institutional investors.
Engagement
User experience research, website design, ongoing maintenance, investor communication, and creative support.
Target Audience
Retail investors, distributors, financial advisors, wealth managers, institutions, and prospective investors.
Creative Scope
UX, wireframes, website, maintenance, presentations, widgets, videos, social media, brochures, and communication.
The challenge
Creating a unified experience for investor communication.
As a new entrant in the mutual fund industry, Unifi Mutual Fund needed to establish credibility while communicating complex financial products through a clear and engaging digital experience. The website had to simplify investment information, fund details, investor resources, and regulatory communication while maintaining the trust and professionalism expected in the financial services industry. Beyond the website, the brand required a continuous stream of investor communication assets across multiple channels, including presentations, brochures, widgets, social media, videos, print collateral, and educational content.
Every touchpoint needed to maintain consistency while adapting to evolving product launches, investor engagement initiatives, and ongoing marketing requirements.
A creative partnership built for growth.
What we did
Building a complete digital ecosystem for investor engagement.
Jamoons partnered with Unifi Mutual Fund as an extended creative and digital team, supporting the brand across every major communication touchpoint. We began with user experience research and wireframing to establish an intuitive website structure before designing the corporate website around investor needs and product discovery. Beyond the website, we provided continuous website maintenance while creating presentations, interactive widgets, infographics, videos, brochures, print collateral, and social media creatives that strengthened investor communication. This integrated approach enabled the brand to maintain consistency across digital and offline channels while supporting ongoing business and marketing initiatives.
Research and Website Experience Design
We conducted user experience research, developed detailed wireframes, and designed a modern website that simplified fund information, investment journeys, and investor resources through intuitive navigation.
Ongoing Website Management
We provided continuous website maintenance and design support, ensuring the platform remained current, responsive, and aligned with evolving business requirements, product updates, and investor communication.
Investor Communication Design
We created presentation decks, infographics, widgets, brochures, print collateral, and social media creatives that translated complex financial information into clear, engaging, and visually consistent communication.
Creative Content Production
We produced videos and supporting digital assets that strengthened product awareness, investor education, marketing campaigns, and brand engagement across multiple channels.
Outcome
A scalable digital platform for investor growth.
The partnership enabled Unifi Mutual Fund to establish a cohesive digital presence supported by consistent communication across every investor touchpoint. Through research driven website design, continuous platform enhancement, investor presentations, educational visuals, videos, widgets, and marketing collateral. Jamoons created a scalable communication ecosystem that supports both business growth and investor engagement.
The website now provides investors with a seamless experience for exploring funds, understanding investment products, and accessing relevant information through a clear and intuitive interface. Supported by ongoing website maintenance, professionally designed presentations, widgets, infographics, videos, and a wide range of digital and print communication assets, the brand delivers consistent messaging across investor, distributor, and stakeholder interactions. Together, these assets strengthen Unifi Mutual Fund’s digital presence, reinforce investor confidence, and provide a scalable foundation for long term marketing, communication, and business growth.
Words From Our Client
Working with Jamoons was a remarkable
experience from start to finish. They truly
dedicated time to un derstand our vision.
