Clearpath Financial
Marketing site and onboarding flow for a lending advisor — debt resolution, lending solutions and credit monitoring explained in plain sight.
Overview
Clearpath helps thousands of clients out of debt, but its website buried that promise under stock photography and jargon. Visitors bounced before understanding a single service.
I rebuilt the marketing site around three clear doors — debt resolution, lending solutions, credit monitoring — each leading to a guided, human onboarding flow.
The approach
Finance pages rank on trust signals: real numbers, real people, real steps. The new pages open with proof, explain each service in one screen, and end every section with a single action.
The onboarding flow asks one question per screen, shows progress honestly, and hands off to a human advisor exactly when the decision gets hard.
Process
- 1Research
Call-center listening sessions revealed the three questions every visitor arrives with.
- 2Messaging & IA
Three service doors, one shared onboarding spine — prototyped as clickable flows first.
- 3Design & test
Deep-navy system with high-trust proof bars; comprehension testing beat the old site clearly.
From the studio
Outcome
Visitors find their service in seconds, not scrolls.
Automation handles the easy parts; people handle the rest.
Proof bars and plain language on every page.
Related work
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