WalletJoy Rootstrap Case Study

How Rootstrap HelpedWalletJoy Set Their Direction & Launch A Personal Finance Site Like No Other


Refine and clarify brand direction, including determining target audience

Expedite launch process with additional, highly qualified developers

Put together a final product that their internal team could maintain

Design website front-end that’s user-friendly and aesthetically pleasing


Rootstrap worked with WalletJoy to do extensive user testing throughout the website-building process. Countless interviews were conducted with members of the target audience to determine what their largest pain points were and how WalletJoy could solve them.

We’re confident that what we’re building solves a real user need. And it's validated by the research and testing that we've done with Rootstrap as a partner.


Product Lead at WalletJoy

From this, they decided to focus their content on major life events that often strain people financially, such as weddings and the birth of a child. The site included lots of illustrations to put users at ease.

The needs of the project were constantly changing as the brand took shape. When WalletJoy chose WordPress for their backend, as their in-house team was strongest with that platform, Rootstrap had no problem pivoting to accommodate them.

WalletJoy Rootstrap Case Study Wordpress

The Rootstrap team was able to step up and provide strategic guidance. We ultimately decided to go with WordPress, and Rootstrap was able to readjust pretty quickly and get us the talent that we needed.


Product Lead at WalletJoy

Everything was designed to be simple and user-friendly with thorough documentation for the entire process, allowing WalletJoy’s internal team to ultimately take over the project once the initial push was complete. However, Rootstrap’s team was fully prepared to keep supporting WalletJoy for as long as they needed.

Rootstrap provided WalletJoy with three developers who were able to develop an early version of the website within about 3 months -- far faster than WalletJoy’s team could’ve done alone.


With a strong brand focus and sleek web design, they’re ready to focus on monetization for this year and beyond. 

Initial signs look promising with the site seeing user retention figures that are exceeding WalletJoy’s internal expectations.

Rootstrap has been incredibly flexible and extremely hard working. They've proven time and time again that they're willing to put in the hours to get it done.


Product Lead at WalletJoy

If you need a digital product, or just an extra developer or two, to transform your Financial organization, please contact our Rootstrap team now for a consultation.






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