INDATA Case Study

Indata tablet responsive


A leader in Intelligent Portfolio Management, Indata provides best-of-class software, technology, and services to a wide variety of clients including asset managers, registered investment advisors, wealth management firms, pension funds, and hedge funds. As technology advancements continue to propel the financial industry’s evolvement on an exponential level, Indata remains on the forefront of Intelligent Portfolio Management technology with the latest best-in-class software for buy-side traders. Understanding the importance of this rapid technological development, and what it means for the company’s longevity, Indata decided it was time to revitalize their external brand to better showcase how they are best positioned to fulfill their consumers’ growing desire for the latest technology with superior software and services. A long-term strategic partner, Incitrio Branding & Marketing Agency was trusted with the important task of revitalizing the brand.

Revitalizing the Brand

As a long-standing client of Incitrio, Indata understands how Incitrio’s recommendations and decisions are backed by quantitative and qualitative data. Incitrio Branding & Marketing Agency set out to plan a series of effective strategies and marketing tactics for maximum impact.

The final work products were as follows:

  • Mobile Responsive, Parallax WordPress Website
  • Online User Forum
  • On-page Search Engine Optimization (SEO)
  • Design and programming of Online Surveys
  • Infographic Design to promote survey results via email and social media
  • Email Newsletter Redesign
  • Stationery Package Design
  • Folder Design
  • Brochure Design


Incitrio’s biggest challenge was to redesign and program a new Indata website as a part of their revitalization strategy. The primary goal was to relaunch the brand at the 2016 Indata User Conference. Incitrio Branding & Marketing Agency wanted to ensure the website reflected the enhanced and customized functionality that catered to Indata’s tech-savvy audience. Incitrio Branding & Marketing Agency took great care to invite the Indata team to participate in the collaborative design process. This ensured that the overall design and animated infographics were an accurate reflection of the brand with a fresh interpretation that would best resonate with their target audiences.

INDATA website

INDATA laptop

Incitrio Branding & Marketing Agency also designed and developed an Online Forum for Indata’s clients. The forum provided a platform for Indata software users to login and access document updates, review FAQs, ask questions themselves, access functionality alerts, and discuss topics with fellow Indata users. This complex communication platform was strategically designed to promote user interaction with easy-to-access user forums, well-organized document archives, and an intuitive menu navigation design.

With a new, modern, and navigation-friendly interface, the upgraded UX Design of the WordPress website elevated the brand experience to match the quality synonymous with Indata products and services. Strategic content organization and UX analysis aided in managing the user experience and emphasizing the key differentiators found in Indata’s products and services lines. Today, the Indata website appropriately represents the company with a thoughtful and creative design that appeals to multiple audiences.

INDATA tablet

By leveraging a unified color palette, consistent typography, intelligent hierarchy of information, and clear messaging to generate a consistent look and feel down to the finest detail, Incitrio Branding & Marketing Agency was able to successfully extend the Indata brand. The final work products hold true to a refined push and pull marketing strategy. Incitrio’s two-pronged approach allowed Indata to get in front of their clients with a stronger value proposition and attract better qualified prospects. In addition to a strong forward-facing rebrand, Incitrio Branding & Marketing Agency also upgraded Indata’s onsite SEO strategy to increase organic traffic and increase overall domain authority, making them more attractive to Google and helping to show relevancy for Indata’s web traffic.

Amplifying the Brand Family


As part of an integrated online/offline strategy, Incitrio Branding & Marketing Agency curated a live survey for attendees to take part in during their annual User Conference. The live surveys incorporated email campaigns paired with survey landing pages and a social media push with infographics created on the fly that matched the design of the new Indata website to excite attendees and engage potential prospects. It was a completely new strategy to boost awareness regarding the survey data and emphasize a better user experience, making the survey results clearer and easier to read.

A monthly Email Newsletter, also created by Incitrio, keeps clients up to date on current Indata news, product highlights, and any new software information. Headlines and other in-text links within the newsletter connected to Indata’s website, which increased inbound traffic and boosted user engagement.

To complete the look and feel of the newly upgraded Indata brand family, Incitrio Branding & Marketing Agency redesigned the stationery package and collateral system. By leveraging the brand’s new look and feel, Incitrio Branding & Marketing Agency was able to extend the sleek design across their identity system and marketing collateral. Uniting their brand using consistent fonts, colors, and imagery, the new system included redesigned business cards, letterhead, envelope, folders, and brochures. A clean and contemporary design was maintained throughout the multiple pieces to help extend and build upon the newly upgraded brand family of marketing assets.

INDATA infographic

Preserving the Brand Image

Since the revitalization of their new brand, Indata’s image has been completely transformed. Indata’s long-term and sustainable strategy has paved the way for the brand to adapt and excel in a market where competition is fierce and technology advances continue to rapidly evolve every day. Having seen a significant increase in existing client and qualified prospect interest in their best-in-class software, technology, and services; both Indata and Incitrio Branding & Marketing Agency are very satisfied with the end result.

> Click here to visit the new Indata website.

> Click here to view other design examples on the Indata portfolio page.

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