SETPro

2025

Compliance, Elevated: How We Helped SETPro Streamline and Shine

When SETPro set out to elevate their brand and streamline operations, they turned to us to create a modern identity and digital infrastructure that reflected their expertise in regulatory compliance.

The goal was clear: build a foundation to help them grow and better serve their clients.

No items found.

About the project

Setpro’s story began when their founder transitioned from running PwC’s electronic documents department to acquiring it and launching her own company. With a deep understanding of compliance, Setpro needed a brand and digital tools to reflect their leadership in the industry. We partnered with them to deliver a refreshed brand identity, a dynamic website, a secure client portal, and an integrated AirTable database—tools designed to enhance their operations and client experience.

The solution

Creating an impactful brand and seamless digital experience required a multi-faceted approach.

We began with branding, developing a clean and professional logo paired with cohesive visual guidelines to align with Setpro’s mission of trust and expertise. Next, we designed a front-end website that balanced simplicity with functionality, ensuring potential clients could easily navigate services and learn about Setpro’s capabilities.

To streamline client interactions, we built a secure back-end portal, giving users direct access to regulatory reporting tools and resources. Finally, we implemented an AirTable database to enhance data management, reducing manual tasks and allowing the team to focus on client success. This comprehensive approach ensured Setpro was ready to scale confidently.

SETPro

SETPro

SETPro

Results

The impact was immediate and measurable.

The refreshed branding positioned SETPro as a modern, authoritative voice in compliance, attracting attention from new clients and stakeholders. The redesigned website saw an immediate volume in traffic, while the client portal improved satisfaction scores by 40%, making it easier for clients to access key resources. Internally, the AirTable database streamlined operations, cutting administrative work by half and freeing up time for more strategic initiatives.

Additionally, full employee training ensured staff were equipped to leverage the new tools effectively, resulting in a 98% successful client transition and adoption rate. With these tools in place, SETPro is now equipped to grow its legacy as a trusted partner in the regulatory compliance space.

No items found.