Modernising a Financial Events Registration Template

Designing a customisable event registration page for financial services, which allows invitees to discover and register for upcoming events.

My Role:

Project Lead

Duration:

2 Months

Skills used in this project:

UX Design

UI Design

UX Research

Responsive Design

UI Library

B2B

Collaboration

WireFraming

Prototyping

End-to-End Design

Workshop Facillitation

Modernising a Financial Events Registration Template

Redesigned the event registration template to modernise outdated forms, improve usability for attendees, and give customers flexible options to tailor pages to their brand and event requirements.

My Role:

Project Lead

Duration:

2 Months

Skills used in this project:

UX Design

UI Design

UX Research

Responsive Design

UI Library

B2B

Collaboration

WireFraming

Prototyping

End-to-End Design

Workshop Facillitation

Project Overview

The aim of this project was to produce a event registration page template that financial marketing teams could customise for their events. It could then be used to invite key contacts to their upcoming events.

The page provides event details such as the overview, date and time, location, speakers, agenda, and imagery. It allows attendees to select their preferred event when multiple locations are offered.

My Role

  • Lead the design direction of the project

  • Conduct research into competitor solutions

  • Partner with developers to identify constraints and feasibility

  • Map out wire-frames and prototypes

  • Build a modular UI library

  • Create detailed documentation for our development team

My Role

  • Lead the design direction of the project

  • Conduct research into competitor solutions

  • Partner with developers to identify constraints and feasibility

  • Map out wire-frames and prototypes

  • Build a modular UI library

  • Create detailed documentation for our development team

Issues With the Existing Solution

Outdated User Experience

The existing solution was outdated, and did not successfully build trust, thereby reducing attendee sign-ups.

Unclear Communication

There was a lot of event information to convey to users, and the existing solution was hard to understand.

Limited Brand Customisation

Pages felt generic and misaligned with company branding, weakening credibility.

Opportunities

Increase Event Sign-Ups

Redesign the registration experience to communicate event details clearly and intuitively, reducing confusion and improving sign-up rates.

Build Trust Early

Enable deeper visual customisation so registration pages fully align with each company’s branding, creating a more professional and credible first impression.

Improve Communication

Create a more streamline and concise delivery of content, allowing guests to easily understand the event details.

Discovery & Research

Researching in the early stage involved Internal sales team interviews to help guide which existing platform functionality users would expect to see. Competitor reserach ensured our feature offering was keeping up with competitors and identify differentiation opportunities.

Research Insights

Insight 1

Users associated the visual quality of the registration form with the credibility of the event itself. Outdated UI patterns reduced confidence before users had engaged with the content.

Insight 2

Customers needed to communicate different types of information depending on the event. These included agendas, speaker bios, locations, or virtual access details.

Insight 3

Customers wanted their registration pages to reflect their brand through colours, banners, and calls to action, but the existing template offered limited flexibility.

Design Response

I refreshed the visual hierarchy, spacing, and typography to create a more modern, polished experience that aligned with competitor expectations.

Design Response

I designed modular content sections that could be toggled on or off, allowing customers to tailor the registration page to each event without breaking the core structure.

Design Response

I designed configurable branding elements, including banners, colour accents, and branded CTAs, which could be set in the main platform, and helped to reflect brand identity.

Insight 1

Users associated the visual quality of the registration form with the credibility of the event itself. Outdated UI patterns reduced confidence before users had engaged with the content.

Design Response

I refreshed the visual hierarchy, spacing, and typography to create a more modern, polished experience that aligned with competitor expectations.

Insight 2

Customers needed to communicate different types of information depending on the event. These included agendas, speaker bios, locations, or virtual access details.

Design Response

I designed modular content sections that could be toggled on or off, allowing customers to tailor the registration page to each event without breaking the core structure.

Insight 3

Customers wanted their registration pages to reflect their brand through colours, banners, and calls to action, but the template offered limited flexibility.

Design Response

I designed configurable branding elements, including banners, colour accents, and branded CTAs, which could be set in the main platform, and helped to reflect brand identity.

Wire-framing

Wireframes were used to quickly explore how attendees would move through the registration experience and consume event information. They helped with structuring content, section ordering, and interaction flows.

Sketching and wire framing helped to guide design direction by resolving structural and usability questions early in the process.

Modular UI Library

I created a modern, brand-agnostic UI library which would form the core structure of the template, and allow customers to customise elements to match their own brand.

Customisation options included colours, logos, typography, and imagery via the platform’s brand manager. This enabled each page to feel on-brand, familiar, and trustworthy.

Developer Implementation QA

Once the Registration Template page was built, I reviewed it against the designs page by page, leaving comments on screenshots of the live build where the implementation didn't match the spec.

Final Outcome

The result was a fully responsive registration template that marketing teams could brand and populate themselves, choosing which content blocks appeared and in what order, without needing design or dev support for every event.

Impact & Outcomes

Successful Event Sign-ups for Hundreds of Events

Optimised the registration experience to reduce drop-offs and boost attendance, driving greater lead engagement and revenue potential.

Strengthened Brand Trust at the First Touchpoint

Delivered deeper visual customisation, enabling fully on-brand registration pages that created a more professional and credible first impression.

Improved Event Conversion Rates

Redesigned the registration journey to clearly and intuitively communicate event details, reducing confusion and increasing sign-ups.

User Feedback

“Recent updates have made the user experience much more straightforward and intuitive. The overall platform is perfect for our needs.” — Verified User in Financial Services (via G2)

“An intuitive and user friendly platform” — Verified User in Financial Services (via G2)

Explore More Projects

Building and Scaling the StoneShot Design System

Establishing a multi-component design system for a financial marketing platform.

Creating a Financial Events Management App

Led the design of an events management mobile app used globally by our customers’ marketing teams, including HSBC, BNP Paribas.

Explore More Projects

Building and Scaling the StoneShot Design System

Establishing a multi-component design system for a financial marketing platform.

Creating a Financial Events Management App

Led the design of an events management mobile app used globally by our customers’ marketing teams, including HSBC, BNP Paribas.

Explore More Projects

Building and Scaling the StoneShot Design System

Establishing a multi-component design system for a financial marketing platform.

Creating a Financial Events Management App

Led the design of an events management mobile app used globally by our customers’ marketing teams, including HSBC, BNP Paribas.