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:

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Redesigned the event registration template to modernise outdated forms, improve usability for attendees, and give customers flexible options to tailor pages to their brand and event requirements.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

6 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

StoneShot provides a customisable event registration page that finance companies used to invite leads to upcoming events.

The page included key details such as the overview, date and time, location, speakers, agenda, and imagery, and allowed attendees to select their preferred event when multiple locations were offered. Recipients could register or decline via a shared link.

My Role

  • Lead the design direction of the project

  • Oversee design of the UI library

  • Map out wire-frames and prototypes

  • Partner with developers to identify constraints and feasibility

  • Collaborate with across teams to gather feedback

My Role

  • Lead the design direction of the project

  • Oversee design of the UI library

  • Map out wire-frames and prototypes

  • Partner with developers to identify constraints and feasibility

  • Collaborate with across teams to gather feedback

Challenges

Outdated User Experience

An unpolished experience damaged brand perception and reduced attendee sign-ups.

Unclear Event Information

Confusion reduced conversion rates and increased drop-offs during registration.

Limited Brand Customisation

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

Impact & Outcomes

Successful Event Sign-ups for Hundreds of Guests

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.

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 companyโ€™s branding, creating a more professional and credible first impression.

Drive Higher Event ROI

Optimise the registration solution to reduce drop-offs and increase attendance, maximising lead engagement and revenue potential from hosted events.

User Feedback

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

โ€œAn intuitive and user friendly platformโ€ โ€” Verified User in Financial Services (via G2)

Discovery & Research

This stage involved identifying what we already knew about the users needs and problems, and uncovering any additional frustrations. This involved:

  • Internal sales team interviews helped guide which existing platform functionality users would expect to see.

  • Research into 20+ competitor solutions helped to confirm our feature offering would be competitive.

  • Competitor research revealed feature differentiation opportunities.

Discovery & Research

This stage involved identifying what we already knew about the users needs and problems, and uncovering any additional frustrations. This involved:

  • Internal sales team interviews helped guide which existing platform functionality users would expect to see.

  • Research into 20+ competitor solutions helped to confirm our feature offering would be competitive.

  • Competitor research revealed feature 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.

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 validate content hierarchy, section ordering, and interaction flows, while also exploring how customers could customise the template for different event formats and branding needs.

This approach reduced risk by resolving structural and usability questions early in the process.

Wire-framing

Wireframes were used to quickly explore how attendees would move through the registration experience and consume event information. They helped validate content hierarchy, section ordering, and interaction flows, while also exploring how customers could customise the template for different event formats and branding needs.

This approach reduced risk by resolving structural and usability questions early in the process.

Modular UI Library

I created a universal UI library to scale template design while remaining brand-agnostic. A minimal, professional foundation allowed companies to customise colours, logos, typography, and imagery via the platformโ€™s brand manager. This enabled each page to feel on-brand, familiar, and trustworthy.

Modular UI Library

I created a universal UI library to scale template design while remaining brand-agnostic. A minimal, professional foundation allowed companies to customise colours, logos, typography, and imagery via the platformโ€™s brand manager. This enabled each page to feel on-brand, familiar, and trustworthy.

Documentation & Handoff

The Figma design documentation covered:

  • Breakpoints and responsiveness

  • Functionality requirements

  • Interaction rules and states

  • Design system component specs

  • Edge case examples

Documentation & Handoff

The Figma design documentation covered:

  • Breakpoints and responsiveness

  • Functionality requirements

  • Interaction rules and states

  • Design system component specs

  • Edge case examples

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