Summa Financial Technologies

Summa Financial Technologies is a fintech company that provides next generation digital solutions for the investment management space. The Summa platform captures data from a wide range of sources, while also providing analytics, conditional workflows and reporting to all members of a firm. Furthermore, their multi book of record platform provides a digital audit trail across systems and an infinite set of business intelligence rules. As a result, they are able to give financial services firms the power to adapt to changing environmental forces on a constant basis, in addition to allowing firms to innovate rapidly and efficiently. Summa is based out of New York, San Francisco, Amsterdam, and Milwaukee.

Working with the Summa leadership team, we were able to understand their target audience and the type of messaging they wished to get across to them. Then, we refined their existing design assets and created a new look that would help them stand out in the fintech space.

Once the new design assets had been established, we set the Summa team up on the Lingo app, which would allow us to define a set of design guidelines for them and easily organize their assets.

As a fintech company, Summa not only aggregates large amounts of data for their customers, but they also provide them with meaningful ways to use it. One of the concepts we really liked in relation to this was the idea of using dots to signify the various data points they collect for their customers.

We wanted to hammer home the idea that Summa brings order to their customers’ data, so we organized the dots into different shapes, or “waves.” This concept allowed us to come up with a variety of new and unique wave patterns that still felt visually similar to each other.