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Financial Basics Foundation

Over several years we gave a financial literacy charity a new brand, website, CRM and learning system, so it can reach more young Australians.

Industry
Financial literacy charity
Kind of work
BrandWebsiteCRMEducation journey
Visit financialbasics.org.au
A dot study for Financial Basics Foundation. Move across it.
01 · Habitat

Where Financial Basics Foundation lives.

The Financial Basics Foundation (FBF) is a respected independent charity. It works to improve financial literacy among young Australians.

It offers a wide range of resources for educators, young people, parents, carers and employers of young people.

02 · Pressure

What buyers needed.

FBF wanted a brand that felt more professional and more engaging, so it could teach better.

It was about more than looks. FBF needed stronger digital foundations for what came next, including online learning and resource management.

03 · Adaptation

What we changed.

We worked with FBF on a brand and digital strategy that overhauled its visual identity and digital platforms.

That included a new CRM, better digital onboarding, a website connected to the CRM, and support for online educational games. We also planned a new Learning Management System (LMS) and a reporting framework to track engagement and impact.

04 · Selection

What happened next.

Over a number of years we delivered a new brand, website, CRM and LMS. FBF can now reach a broader audience and bring new students into financial education quickly.

What we built

Inside the work.

4 things that make the Financial Basics Foundation work do its job.

01

New brand

A refreshed visual identity that feels more professional and engaging.

02

Website and CRM integration

The website and CRM work together, with better digital onboarding.

03

Online educational games

Support for games that make learning about money engaging.

04

Learning Management System

An LMS for online courses, with a reporting framework to track engagement.

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