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Refreshing Betterment’s brand system

When Betterment entered an interim phase before a full-scale rebrand, I led the effort to breathe fresh air into the brand’s visual identity. The goal was to create a system that balanced trust and credibility with a renewed sense of energy and optimism. This wasn’t just about tweaking colors and typography—it was about building a cohesive, inspiring brand that empowers customers in their financial journeys.

Opportunity to evolve

Betterment’s brand is known for its reliability and professionalism, but there was an opportunity to make it feel more approachable. The design system leaned on darker colors and heavy typography, which at times came across as too robotic. Over time, inconsistencies across touchpoints made the system feel less cohesive, signaling the need for a refresh that better aligned with the brand’s mission and values.

The interim period gave us the perfect chance to address these challenges. It was time to evolve Betterment’s identity to be more optimistic and human while preserving the credibility and trust that are essential in financial services. Beyond just refreshing the look, we needed a design system that was scalable, cohesive, and flexible enough to adapt to a rapidly changing market.

Before the brand refresh

"Get ahead of your taxes with this quick trick" text in bold font.
Several orange magnifying glasses arranged on a light gray background.
Promotional graphic with text 'Our Product Roadmap' and a world map with dotted patterns in the background.
A dark gray circle with a diagonal line through it, flanked by blue quotation marks on both sides against a light gray background.
Text reading 'HELLO, INVESTOR' on a dark background.
Blue calculators arranged on a light background
Illustration with a globe, arrows, sun, beach umbrella, cloud, switch button, and graph lines on a chart.
Red speech bubble with three white horizontal lines
Three-tiered cake with white frosting and purple accents, topped with a purple heart decoration, on a yellow background with a green refresh icon.
Circular yellow bar chart against blue background with clouds, text bubble shows '90%' and 'This is a stat.'

Reimagining a trusted brand

This refresh was all about balancing vibrancy with approachability. Every design decision was guided by Betterment’s mission to make people’s lives better. The color palette got a boost with brighter, more optimistic tones like yellow, while darker hues were softened to feel more inviting. Typography was updated to be clean and approachable, prioritizing readability while leaving behind the overly bold styles that could feel a little shouty.

Iconography blended 3D and flat elements, creating a visual language that was distinctive, polished, and relatable. Layouts were reimagined to put storytelling front and center, with imagery and messaging taking the lead. The result was a cohesive design system that didn’t just look great but also created a foundation for Betterment’s growth, and eventual rebrand.

By combining 3D and flat icons, we created a unique library of design elements to pull from.

Illustration of a blue flower emerging from an open blue envelope on a yellow background.
Illustration of a blue hand reaching downwards with an empty palm on a blue background.
Illustration of a pyramid with a flag on top, surrounded by clouds, on a yellow background
Blue and yellow circular chart on a green background
3D illustration of the Earth with green continents, encircled by two green arrows, symbolizing global movement or recycling.
Blue cartoon flower with green leaves on yellow background
Yellow sunburst shape on a light beige background.
Blue background with a white eye symbol, containing a central gold and black circle.

Designing for optimism

As lead designer, I guided the project from strategy to execution, ensuring the refreshed system came to life across every customer and internal touchpoint. With a strong foundation in place, we updated the website and in-app designs with brighter visuals, dynamic layouts, and improved typography, creating a more engaging and approachable experience.

Email templates and social media assets were reimagined to reflect the brand’s new energy, while internal presentation slides were redesigned for consistency and professionalism. Every detail reinforced Betterment’s renewed focus on optimism and trust, building a brand that feels cohesive and inspiring at every interaction.

Illustration of a blue and white beach umbrella with "Gianna’s Beach Retirement," white sneakers labeled "Seth’s Fresh Kicks," and a purple toy car named "Kim’s Electric Car." Each has a button labeled "Deposit."
Illustration of a light bulb on a blue background with text reading "Now Hiring" and "Social Media Designer."
Infographic showing a comparison between cash reserve rates.
Illustration of concrete stairs with a blue flower on the left, a five-star rating icon, and an upward arrow on a yellow background.
A man in a suit smiling, alongside a speech bubble saying "Let's talk Betterment Safety Net." A cloud, a sun icon, and a yellow tag labeled "Advice" are also present. The username @nickholeman is visible.
Text saying 'Keep your balance high and your fees low' with yellow bar graph columns rising from left to right, some topped with clouds, on a light blue background.
Monthly contribution slider set at $520 per month with a green toggle showing automatic renewal arrows on a blue background.

Why it works

Distinctive visual identity

The innovative pairing of 3D and flat elements established a style that is not only unique but also ownable in the competitive fintech space. This combination balances innovation and simplicity, making the brand both memorable and relatable.

Enhanced flexibility

The updated toolkit streamlines the design process, making it easier and faster to execute across a wide range of platforms and use cases. This flexibility ensures consistency while adapting seamlessly to new challenges and opportunities as the brand grows.

Stronger brand connection

The refreshed system embodies optimism and humanity, creating a brand that feels approachable and trustworthy. By aligning more closely with customer expectations, the new design builds stronger emotional connections while reinforcing Betterment’s reputation for reliability.

Person holding smartphone displaying app interface with icons of a globe, cloud, and financial documents, labeled 'Betterment.'
Person using a laptop displaying a financial website with the text 'Turn life goals into money goals', alongside icons and a button, on a wooden table with a glass of water.
Blue bar chart on a blue background with text "The secret to your money’s growth." Message below reads "Turn on compound interest, every 2 weeks • $100.”
Yellow background with a blue speech bubble containing text saying 'Financial Literacy Month Tips and Tricks. Guidance from someone.' Below is an illustration of a light bulb.
Graphic featuring a man in a suit with text, 'Let’s talk Betterment Safety Net.' Includes speech bubble, cloud, yellow label 'ADVICE,' and username '@nickholeman' on a green and blue background.
Abstract image with a 3D scene featuring a mountain with a red flag, surrounded by speech bubbles saying 'Celebrate with us' and 'While we celebrate you.' Multicolored confetti on a light blue background.
Illustration of a blue toy car with text "Wherever you're headed, let's get there together," a green toggle switch labeled "Auto-deposit on," and a yellow circle in the background.
Illustration of a blue and white beach umbrella, yellow sun with a heart, and blue background with clouds and a speech bubble.
A stopwatch with a green section, a speech bubble saying 'Get started in 3 minutes,' and a 4.8-star rating with '4.8 rating on the app store' text.
Promotional banner for Betterment Checking offering automatic cash back rewards, featuring a 3D sneaker image. Text highlights 5% cash back for a $60 sneaker purchase. Includes legal and promotional text.
Promotional graphic for Betterment Checking with cash back offers; includes sneaker, makeup palette, and donut icon showing respective cash back percentages: 5%, 2%, 3%.
Mobile banking app interface showing total balance, cash and investment summary, deposit button.
Mobile banking app interface showing account balances and investment categories with options for checking, cash reserve, general investing, safety net, and retirement. Includes a deposit button.
Illustration of budgeting concepts: a beach umbrella with 'Every 2 weeks • $100,' a house with 'Every week • $450,' and a piggy bank with 'Every month • $25.' Background is light blue.
Promotional image for a financial app
A blue background with text "Our robots are standing by." Below, a chart with rising bars and gears represents financial growth and automation. Labels include "Tax-Coordinated Portfolios," "Tax-Efficient ETFs," and "Tax Loss Harvesting." A calculator icon is also present.
Blue background with white text saying "Keep your balance high and your fees low." Yellow bar graph with white clouds.
A blue background with text "One investing app to track them all" above a smartphone screen displaying an investment app interface. The app shows a total net worth of $24,671.00, with individual account details: My Investing Account at $7,465.00, Retire by the Beach at $14,526.00 ("On track"), and an External account at $2,280.00.

Michele Byrne!

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