Clay

BACKGROUND

Please describe your company and position.

I am the Associate Creative Director of Vestmark

Describe what your company does in a single sentence.

Vestmark is a leading provider of portfolio management solutions and outsourced services for financial institutions and their advisors.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Clay to accomplish?

• UX/UI Web Design
• Branding

SOLUTION

How did you find Clay?

Online Search

Why did you select Clay over others?

• Great culture fit
• Portfolio & Process

How many teammates from Clay were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Clay’s scope of work included the end-to-end redesign of Vestmark’s company website, encompassing both UI and UX to modernize the overall digital experience, improve navigation, and better communicate our product offerings and value proposition. In parallel, Clay led the development of a refreshed brand system, establishing a cohesive visual identity aligned with our strategic direction.

Key deliverables included:

• Website UI/UX design, including page layouts, component systems, and responsive design standards
• Updated information architecture and navigation to improve usability and content discoverability
• Development of comprehensive brand guidelines, outlining typography, color palette, imagery, and design principles
• Creation of brand assets, including visual elements, iconography, and design components for use across digital and marketing materials
• This work resulted in a unified, modern brand and digital experience that supports both marketing and product storytelling.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

The project had a meaningful impact on both our external presence and internal workflows. Clay helped us transform our website into a much more modern, intuitive experience with clearer messaging, making it easier for prospects to understand who we are and what we offer.

The refreshed brand system also brought a level of consistency and polish across all of our marketing and sales materials that we didn’t have before. It elevated how we show up in the market and gave our team a strong foundation to build from.

Internally, the new design system and guidelines have made it significantly easier to create on-brand assets quickly, improving efficiency across the team. Overall, the work has been highly leveraged across our website, conferences, and client-facing materials, and continues to support how we communicate Vestmark’s value every day.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Their project management was a key reason we chose to work with Clay. We were operating on an extremely tight timeline, and without their structure and organization, we wouldn’t have been able to move as efficiently as we did.

They clearly outlined each phase of the project, held weekly check-ins to keep us aligned, and communicated frequently on Slack to provide real-time updates. The team was highly responsive and proactive in addressing our needs throughout the process.

What was your primary form of communication with Clay?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

Clay's creative process and design quality were a big reason we chose to work with them. Everything felt thoughtful and well structured, and it was clear they have a strong grasp of best practices. The team is incredibly talented and easy to work with, and their collaborative approach made a large project on a tight timeline feel very manageable.

Are there any areas for improvement or something Clay could have done differently?

There aren’t any areas for improvement. The only advice I’d offer is to come into the engagement with a clear understanding of your objectives and provide as much context and background as possible. Doing so helps ensure you get the most out of the collaboration with Clay.

BACKGROUND

Please describe your company and position.

 I am the President of a software company 

Describe what your company does in a single sentence.

The company provides enterprise software for talent acquisition, upskilling (sales enablement and L&D), and employee insights — powered by AI avatars that enable conversational roleplay, feedback, and analysis.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Clay to accomplish?

• B2B SaaS UX design
• B2B SaaS UI design
• Design system

SOLUTION

How did you find Clay?

Referral

Why did you select Clay over others?

• High ratings
• Pricing fit our budget
• Great culture fit
• Good value for cost
• Company values aligned

How many teammates from Clay were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

We partnered with Clay to design a sleek, user-focused MVP for our AI-powered web app. The engagement included a full discovery phase with stakeholder interviews, research planning, and technical discussions. Clay then led UX/UI design—from wireframes and product requirements to visual mockups, animations, and final design assets. Their team delivered a polished interface that supports user onboarding and showcases our AI capabilities. The project spanned ~4 months with clear communication and regular milestones throughout.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

• Delivered MVP on time and within budget (~4 months)
• Completed 100% of scoped deliverables including PRD, UX wireframes, UI mockups, and final asset handoff
• Achieved full internal stakeholder alignment with sign-offs at each project milestone
• Established a scalable design framework for future product iterations

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Clay’s project management was outstanding. They delivered every milestone on time and proactively tracked progress against our agreed-upon timeline and budget. Communication was seamless—responses over email and Slack were consistently prompt and thoughtful. We also had regularly scheduled virtual check-ins that kept everything aligned and ensured no surprises. Their combination of structure, flexibility, and responsiveness made the process incredibly smooth.

What was your primary form of communication with Clay?

Virtual Meeting

What did you find most impressive or unique about this company?

Clay was outstanding across the board. Their ability to quickly grasp our vision and translate it into a beautifully executed product was impressive. From detailed scoping and structured project management to bold, visionary design work, everything they delivered had a “wow factor.” They brought creative leadership, professionalism, and intuition to every phase — making them feel like a true extension of our team.

Are there any areas for improvement or something Clay could have done differently?

No, Clay was fantastic.

BACKGROUND

Please describe your company and position.

I am the Chief Operating Officer of Be GLAD

Describe what your company does in a single sentence.

Be GLAD provides professional development services in the area of K-12 education to states, districts, and schools. We promote language acquisition, high academic achievement, and college and career ready skills.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Clay to accomplish?

• Enhance User Experience and Accessibility
• Increase Lead Generation and Conversion
• Strengthen Branding & Messaging
• Restructure & Improve Back-end Functionality

SOLUTION

How did you find Clay?

• Online Search
• Clutch Site

Why did you select Clay over others?

Highest Quality

How many teammates from Clay were assigned to this project?

11-15

Describe the scope of work in detail. Please include a summary of key deliverables.

Be GLAD partnered with Clay to successfully complete a comprehensive website refresh aimed at aligning our site with the evolving needs of our business. The project focused on improving the user experience (UX) and user interface (UI), particularly to enhance the effectiveness of selling our online training products.

The newly designed website not only caters to both desktop and mobile users but also features streamlined navigation, a seamless post-purchase process, and a user-friendly platform for educators to easily access and engage with our high-quality content. This refresh effectively reflected our shift from in-person to online training services.

Key deliverables included an engaging new homepage that significantly boosted conversion rates, an optimized training products page that presents and sells our training courses more clearly, and the integration of our sister company, Uplevel, into the platform.

Clay also helped us enhance the display of customer reviews, streamline third-party integrations, and improve the site's overall performance across all major browsers. Rich media elements, including video, were incorporated to better showcase the value of Be GLAD's training programs, with Clay providing both front-end and back-end development.

The results exceeded our expectations. We saw notable increases in conversion rates and user satisfaction, and the design reflected our mission to empower educators through the highest quality digital experiences.

Throughout the project, Clay maintained clear communication and collaboration, ensuring that our goals were fully understood and executed. We are extremely pleased with the final product and would gladly recommend Clay to any business looking for a trustworthy and talented agency to partner with. 

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

• Increased Conversion Rates - The redesigned homepage and improved product pages resulted in a 25% increase in overall conversion rates for online course sign-ups.
• Enhanced Mobile Traffic Performance - Mobile responsiveness improvements led to a 35% increase in mobile traffic conversions, as more users were able to easily navigate and complete purchases on mobile devices.
• Higher Customer Satisfaction - User feedback surveys indicated a 95% satisfaction rate with the new website’s ease of use, navigation, and post-purchase course access.
• Increased Lead Generation - Improved UX and clear CTAs resulted in a 25% increase in leads generated from the website.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Clay demonstrated exceptional project management throughout the entire project. They consistently delivered key milestones and items on time, adhering to the schedule we had set from the outset. Their approach to managing the project was both professional and organized, ensuring that we stayed on track while also allowing flexibility when we needed to adjust our timeline.

One of the things that stood out most was how responsive they were to our needs. Whether it was addressing feedback, answering questions, or providing guidance, Clay’s team was always quick to respond and showed a deep understanding of our goals.

They took the time to listen and adapt their approach to suit our vision, which helped foster a productive partnership. Their clear and transparent communication made us feel confident that they were on top of every detail, and they consistently kept us informed about progress, challenges, and next steps.

Overall, Clay’s project management was exemplary. They were attentive, proactive, and dedicated to delivering a website that exceeded our expectations. 

What was your primary form of communication with Clay?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

 What I found most impressive about Clay was their ability to combine creativity with a strong strategic focus. They truly understood our business goals and worked to ensure every aspect of the website refresh aligned with those objectives. Clay's attention to detail, especially regarding UX and functionality, was remarkable.

Additionally, their communication style set them apart. They brought a level of expertise and professionalism that made us feel confident at every stage of the project. This combination of creativity, strategic insight, and excellent communication made working with them a unique and highly positive experience.

Lastly, the team we worked with was amazing. Every team member we interacted with was talented, humble, kind, and professional. 

Are there any areas for improvement or something Clay could have done differently?

Eight weeks into our project, there was a change order to the statement of work that increased the cost beyond our initial budget. However, Clay handled the situation with great professionalism, offering us several options and demonstrating flexibility to accommodate our needs.

They worked closely with us to ensure that we found a solution that aligned with our goals. In the end, we were very satisfied with the additional work Clay provided, and we believe the extra investment was well worth it.

BACKGROUND

Please describe your company and position.

I am the Director of a fintech growth services company

Describe what your company does in a single sentence.

Growth services for Fintechs

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Clay to accomplish?

• Branding
• Web Design
• Social Media Assets

SOLUTION

How did you find Clay?

Online Search

Why did you select Clay over others?

• High ratings
• Work Quality

How many teammates from Clay were assigned to this project?

6-10 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

• Visual ID of the brand
• User Research
• UX/UI
• Web Design
• App Design
• Messaging and Positioning

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Through our collaboration with Clay, we have witnessed several significant and measurable outcomes that underline the success of the project:

• Brand Recognition: Post-launch, our website traffic surged by 40%, and social media engagement doubled, indicating a stronger brand presence.
• User Engagement: We saw a 30% increase in average session duration on our site and a 20% decrease in bounce rates, showcasing the effectiveness of the UX/UI improvements.
• Customer Satisfaction: Feedback has been overwhelmingly positive, with customer satisfaction ratings increasing by 25% following the redesign.
• Conversion Rates: The clearer, more engaging user interface has boosted our conversion rates by 15%, a testament to the design’s alignment with user expectations.
• Cohesive Brand Image: The brand book has been instrumental in streamlining our marketing efforts, making it easier to maintain brand consistency across all channels.
• Market Positioning: The new brand identity has solidified our positioning within the industry, contributing to a perceivable elevation in our market status.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Working with Clay has been an exemplary experience, especially in terms of project management. Their team demonstrated an exceptional commitment to timeliness and responsiveness, which significantly contributed to the success of our project:

• Timely Deliveries: Clay was meticulous in adhering to project timelines. Every phase, from the initial research to the final delivery of the web design, was completed on or before the deadline. This punctuality was crucial in maintaining our project schedule and enabled us to launch our rebranded website ahead of the planned date.
• Responsiveness: Clay's team was highly responsive throughout our collaboration. They were quick to reply to our inquiries and provided frequent updates, ensuring we were always informed and engaged in the project's progress. Their ability to listen and adapt to feedback was particularly impressive, demonstrating a genuine partnership approach.
• Adaptability to Needs: Clay excelled in adapting to our evolving needs. During the user research phase, they encountered some unique challenges specific to our target audience. They quickly devised alternative strategies that were more aligned with our objectives, showcasing their flexibility and problem-solving skills.
• Proactive Communication: The project management style was proactive. Clay anticipated potential issues and addressed them before they could impact the project timeline. Their forward-thinking approach helped avoid delays and ensured a smooth workflow.

What was your primary form of communication with Clay?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

Clay's work quality was impressive.

Are there any areas for improvement or something Clay could have done differently?

No.

BACKGROUND

Please describe your company and position.

I am the CEO of Spike

Describe what your company does in a single sentence.

Spike is developing an essential utility for traders, offering reliable banking services that facilitate seamless crypto trading activities across multiple exchanges

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Clay to accomplish?

• Conduct product research
• Develop identity and branding assets
• Develop UI/UX designs for mobile app and home page

SOLUTION

How did you find Clay?

Referral

Why did you select Clay over others?

• High ratings
• Pricing fit our budget
• Great culture fit
• Good value for cost
• Referred to me
• Company values aligned

How many teammates from Clay were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Clay designed the brand and UI/UX of my fintech mobile app. They delivered:

• A comprehensive user interface for iOS and Android
• A complete design system

On the brand side, they delivered:

• A logo
• Brand assets
• A complete style guide

Clay also worked closely with our developers to guide them on design implementation.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

• The delivered designs were world-class.
• The designs helped us achieve the level of quality compared to some of the best fintech consumer apps. 
• Our onboarding and initial users acquisition boosted significantly.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

• The project has been delivered on time and on budget. 
• All needs covered with at most professional attitude.

What was your primary form of communication with Clay?

• In-Person Meeting
• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

Clay's skilled personnel understood the fintech domain and had excellent management skills and delivery capabilities.

Are there any areas for improvement or something Clay could have done differently?

Their services aren’t super affordable, but well worth the spend. Otherwise, nothing really.

BACKGROUND

Please describe your company and position.

I am the CEO of goLance

Describe what your company does in a single sentence.

we are. freelance platform

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Clay to accomplish?

• Redoing our company website
• redesigning our interface

SOLUTION

How did you find Clay?

Online Search

Why did you select Clay over others?

pprtfolio

How many teammates from Clay were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

We did a $50k project with Clay. They did a review of our site and delived us one of the most pathetic proosla/deliverables I have ever seen. They basiscly said they looked at our site and all the pages they could do improvment. Nothing spiscific and absolutly no value. After the the $50k they sent me a boilierplate proposal for $550k. 

We spent $50k and got absolutly noting of value and I don't belove we were teated very well after we made the second (large) payment. 

I would be very carful working with there people and I would reject their large upfront comittment. Not sure if they could they could perform. My team was unhappy to continue, and I felt cheated. big firm with lots of experience promoting their work but mistrated us, in my opinion. 

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

we were supposed to get a detaield review and direction of our redesign, We got ntither, just a lot of fluff and attitude. 

Describe their project management. Did they deliver items on time? How did they respond to your needs?

no, we feel cheated 

What was your primary form of communication with Clay?

Virtual Meeting

What did you find most impressive or unique about this company?

nothing 

Are there any areas for improvement or something Clay could have done differently?

yes, delivering some value

BACKGROUND

Please describe your company and your position there.

Upli is a mobile app that Upli makes it possible for users to achieve their dreams through smart money management, education and setting goals.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire Clay?

We hired Clay to redesign our Logo and brand colors. We also had them redesign our entire app UI/UX.

SOLUTION

How did you select this vendor?

We took suggestions from our Public Relations firm, and some of our developers also had suggestions. We talked to abut 6 firms and choose Clay in the end.

Describe the project in detail and walk through the stages of the project.

We started the project with a robust review of our category and competitors. Next we talked to current users about their experience with the app. We also held a workshop where we brainstormed some new ideas based on user feedback. When we were done with the designs, we once again put them in front of users to get final feedback before deploying out to Apple and Google.

How many resources from the vendor's team worked with you, and what were their positions?

We had a Project Manager, Partner Design Lead and a team of about 4 other designs who worked on the project.

RESULTS & FEEDBACK

Can you share any outcomes from the project that demonstrate progress or success?

We could not be happier with the final product and the design solution they delivered for us. the feedback we have received from investors and partners has been 100% positive and has opened up so many new doors for us. The designs Clay created simplified a very complicated set of features and delivers a wonderful experience for our users.

How effective was the workflow between your team and theirs?

They worked as an extension of our own team. They truly cared about the product and its design as much as we did. If was super collaborative.

What did you find most impressive or unique about this company?

The design talent here is second to nobody.

Are there any areas for improvement or something they could have done differently?

No.

BACKGROUND

Introduce your business and what you do there.

I’m the vice president of products for i360, a data analytics firm that also provides a wide array of software to search and act on the data we provide.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Clay?

We wanted to completely overhaul our portal, which is our central product. It’s a query and action tool that our customers use.

SOLUTION

What was the scope of their involvement?

They helped us overhaul the usability and UI/UX for our web-based application. They used .NET Core, Angular, and various database technologies. We initially had a beta product, and we asked them to work on a specific area of the product which was limited in scope. We needed them to listen to our use cases that we had around that area and then help us within that limited realm, seen through the interactions that our customers have within that area, and identify which workflows could be re-envisioned and optimized. Then they translated not only workflow diagrams but some basic wireframes.

What is the team composition?

Our primary point of contact was a UX lead.

How did you come to work with Clay?

Our senior in-house UI designer was tasked with evaluating a number of firms. I gave him a specific criterion and he came up with a list of 15-20 firms for me to review. I narrowed that list to about six that I wanted to send a one-page RFP to, which laid out our beta product. We were willing to spend a little bit of money with various firms to see who would work. Clay was the first one we tried and we were very happy with them.

What is the status of this engagement?

We started working together in September 2018 until January 2019.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

They were a good fit and they were able to understand our use cases and where our customers would be coming from. As a result, we scaled up to set the basis of our UX guide for a complete redesign and created workflows and wireframes for several of the major components. They’ve given us a backlog of hundreds of wireframes and a guide, and that’s going to be months of work for us to implement. We haven’t even begun to put the mockups they provided in front of beta testers or full customers. However, the reactions have been very positive from everyone that we’ve reviewed them with.

How did Clay perform from a project management standpoint?

Project management was good. I think Clay is one of the better firms I’ve worked with because that understand that there’s a creative process that we need to be able to understand. They appreciate that the process has to be directed and lead to deliverables that we can act on. It was a really good balance. We had a weekly conference call and a shared Slack channel. We communicated either daily or every other day.

What did you find most impressive about them?

We serve a unique nonprofit, so one of the challenges is understanding the use cases our customers have. There are applicable parallels in some commercial products out there. It’s not common for people to pick up on those parallels quickly, but Clay did. They simplified it from a UI perspective and they picked up on the use cases and the parallels to some of the commercial work they’ve done. It didn’t take them long to get there.

They also processed the volume of information we threw at them and turned it into quality deliverables quickly. There was clearly a creative process occurring. They’re a very bright team.

Are there any areas they could improve?

Communication was sometimes a challenge. Around the holidays, we lost a little bit of productivity time. They went off in a direction that wasn’t as useful when we could have used that time in another direction. That was just a breakdown in communication that may not have occurred if it wasn’t the holiday period. We needed to maintain focus and have better communication during that time.

Do you have any advice for potential customers?

Communicate. Take the time to write out exactly what it is you’re looking for. It allows them to create some really good and precise workflows.

BACKGROUND

Introduce your business and what you do there.

I’m the co-founder and creator of a product called Prism, which is a mobile bill pay experience for American consumers. It was acquired by a company called Handle Financial, where I am now the head of product for Prism.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Clay?

We were looking to revamp our payment experience.

SOLUTION

What was the scope of their involvement?

Our payment experience is the core of what we do, so doing it really well is very important. We hadn’t really touched or iterated it for a while, and had since learned a lot, received customer feedback, and collected data from support cases.

They took the high-level problem statement we had, as well as some of the nuances of what we do, synthesized that information and worked on early iterations and mock-ups. They’re particularly good at iterating, listening, and taking our feedback along the way which is super helpful.

They excel at building a phone-based interface and are very up to date on the current trends and modern apps features. They helped us layer that angle into what we do. They helped us solve our problems, but also helped us to convey our functionality in a way that aligns with industry standards and user expectations.

What is the team composition?

We primarily interacted with the project manager and their director of design. I’m unsure of exactly how many designers contributed, but there were several.

How did you come to work with Clay?

We had worked with them when Prism was still independent after I’d been referred to them by a fellow iOS developer. We really liked their work so they helped us with several iterations of our app experience as well as our consumer-facing website. As we had worked with them before, there was a level of trust on our end that they could handle whatever we threw at them during this project.

How much have you invested in them?

We spent between $25,000–$50,000.

What is the status of this engagement?

We worked with them on this project from February to April 2018.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

Our engineering team is starting to work on actually implementing the design, but in the user testing that we have done, everyone has been thrilled with it. Their cost is high, but we’ve continued to find that the value they provide is worth it. I’m keen on using them again in the future as new and different needs arise.

How did Clay perform from a project management standpoint?

We interacted with them once or twice a week, depending on where we were within the project, as well as via a private Slack channel. Having the time to chat live was really helpful in walking through their latest iterations and giving immediate feedback.

We didn’t have strict deadlines. There were a few situations where we weren’t quite satisfied with what they had done, but they were more than happy to go back to the drawing board and iterate. Similarly, there was another point where they wanted to spend a little more time on a specific area to iterate and work on it. As we weren't schedule driven, we were flexible and taking an extra two or three days was not critical. We were more focused on the overall quality of it.

What did you find most impressive about them?

Overall, I am extremely satisfied. They helped us arrive at a solution and an interface that we are extremely proud of and are very much looking forward to getting into our customer’s hands.

We continue to be impressed by their ability to dive into a problem area or space that they may or may not be familiar with and pull out the essence of what our challenges are, or what we are struggling with, then really help us map out what needs to be done.

Do you have any advice for potential customers?

They’re very receptive to feedback. If they deliver something that you are not happy with or you feel it isn’t solving one or more of your requirements, be willing to communicate that with them. They hold themselves to a very high standard.