The challenge

StartOnPurpose, a leading US-based financial consultant, set out to launch a distinctive platform to help small and medium businesses access critical financial support. The vision was clear; the execution was demanding - it required real expertise in both UI/UX design and SEO, delivered under an unusual constraint: limited information sharing.

In financial services, a platform has to be both genuinely user-centric and discoverable online, which means balancing intuitive design, compliance, and strategic visibility all at once. Without that balance, even the most innovative tool struggles to reach and serve the audience it was built for.

The solution

We built a Strategic Platform Enablement Framework to deliver an end-to-end solution tailored to StartOnPurpose goals - designing for both users and search within the client's compliance boundaries.

UI/UX conceptualization with audience insight. We worked closely with the client to define the platform's interface, grounded in a deep understanding of how SMB users actually think and behave.
Full experience-architecture development. We evolved the initial UI demonstration into a complete platform design - intuitive navigation, efficient user flows, and a cohesive experience built around SMB financial-access needs.
SEO within compliance boundaries. We developed a bespoke SEO plan that balanced discoverability against restrictions on public information sharing - precise keyword targeting and content optimization that respected the client's compliance limits.
Scalable, user-centric execution. We delivered a platform framework built to adapt and evolve with the client's business objectives, ensuring relevance and longevity in a competitive market.

The outcome

The hard part of this engagement was doing excellent design and SEO with deliberately limited information - and the framework was built precisely so that constraint didn't compromise the output.

The result was a streamlined, user-friendly platform that lets financial consultants efficiently evaluate and process SMB support requests while maintaining compliance and protecting sensitive features. The design served the client's mission and positioned the platform for long-term scalability and visibility.

What our client says,

“As everyone is time-strapped with shifting initiatives to match real-time competitive results, Markivis stands apart as a service organization because its leadership is always adapting, improving, and innovating. It doesn't have a "once and done" attitude to its coding and website design recommendations, but a tactical approach that can work as businesses evolve. In this way, Markivis becomes a valued, highly involved partner in helping businesses exceed their growth expectations.”

Susan Schreter
CEO, StartOnPurpose

FAQ section

How do you do SEO under information-sharing restrictions?

By building a bespoke plan that targets precise keywords and optimizes content within the client's compliance boundaries - achieving discoverability without exposing restricted information.

What is a Strategic Platform Enablement Framework?

Markivis's end-to-end approach combining audience-led UI/UX conceptualization, full experience-architecture development, compliance-aware SEO, and scalable execution that evolves with the client's business.

Who is StartOn Purpose?

A US-based financial consultant that built a platform to help small and medium businesses access critical financial support.

A Platform Solution for StartOnPurpose Through Design and SEO

The challenge

The solution

The outcome

What our client says,

FAQ section

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