A finance site does not need to feel cold to feel credible. The credibility problem is almost always a clarity problem, and clarity is a design problem we can solve with a content model.
For Northwind Capital we wrote the information architecture first, then the words, then the layout. Every fund page is generated from the same fields. The compliance review now touches one schema, not forty pages.
Compliance reviews one schema instead of forty pages. That is a design outcome, not a tooling outcome.
The shape of the model
- A fund has a name, a strategy, a vintage, and a set of metrics.
- A metric has a label, a value, a footnote, and a review state.
- A page is a fund plus a layout, nothing more.
The layout is where the design lives. The model is where the clarity lives. We try not to confuse the two.