Questrade: Web Marketing System (WMS)

Design System

Company

Questrade Financial Group

Toronto, ON – Hybrid


Worked on

Design System, Web, Brand,

Marketing, UI/UX, Accessibility



Questrade is set to launch a new Web Marketing Design System to unify and elevate the design of their primary website, questrade.com. The current system, a legacy style guide developed years ago by an ad agency, has struggled to keep pace with the company’s growth. This has led to inconsistencies in typography, spacing, and component variations, making it increasingly difficult to maintain a cohesive design as the brand’s digital presence expands.


The upcoming Web Marketing Design System will address these challenges by providing a centralized, scalable framework for all design components. It will ensure visual and functional consistency across the site, enhance usability, and deliver a seamless experience, especially on mobile devices, which account for a significant portion of user traffic.


Beyond improving the user experience, the new system will equip Questrade with the flexibility to innovate and scale efficiently. It will accelerate the deployment of new features and products, support cross-platform consistency, and lay the foundation for integrating future advancements. This investment reflects Questrade’s commitment to meeting user needs while staying adaptable in the ever-evolving financial services industry.

The challenge

The lack of a unified web marketing design system at Questrade led to inefficiencies, inconsistencies, and reduced brand trust. This issue impacted not just our users but also our internal teams. Designers would invest time creating new pages, only to discover that the required components weren’t available in our CMS, making it impossible to build as intended. The root of the problem was that designers were creating their own components, each with slight variations. What we needed was a unified, company-wide source of truth for consistency and efficiency.


A platform-agnostic design system was essential to streamline workflows, boost consistency, and foster sustainable growth. We understand that for many of our users, Questrade.com is often their first interaction with the brand and our products and first impressions matter. By creating and maintaining a unified system, we can ensure more efficient, higher-quality work that ultimately leads to a better user experience. This not only enhances customer satisfaction, both for end users and internal teams, but also helps Questrade achieve its long-term goals of growth and success.

The Web Marketing System (WMS) aimed to elevate quality, speed, and brand visibility across public-facing web pages. At Questrade, we lacked a true design system for the website, often relying on superficial tweaks to outdated components. This initiative was the first to address these gaps, creating a platform-agnostic system deeply rooted in brand principles, ensuring consistency and scalability across all surfaces.

Getting started

Auditing the Existing Design System: To develop Questrade’s next-generation web marketing design system, we started with a thorough audit of the existing system. We conducted an inventory audit to catalog all components, patterns, and styles in use across the website, giving us a complete view of the system’s assets. A usage analysis followed, identifying inconsistencies, outdated elements, unnecessary customizations, and areas for improvement. This collaborative process provided a clear understanding of the current system’s strengths and weaknesses, forming the foundation for our improvements.


Defining Goals and Vision: Following the audit, we focused on creating a scalable, accessible, and modern design system that would improve responsiveness across devices. Key priorities included enhancing accessibility, modularity, and consistency. A user-centred approach guided our vision, considering the needs of end users and internal teams like designers and developers. With these priorities in mind, we identified key areas for immediate updates and long-term improvements.


Research and Benchmarking: To align with industry standards and best practices, we researched modern design systems and trends. Using atomic design principles, we structured the system into smaller, reusable components such as atoms, molecules, and organisms to ensure consistency and scalability. The original system lacked design tokens, so we introduced them to improve consistency and simplify updates across components for both designers and developers. This research-driven approach ensured the new system adhered to the latest UX frameworks and practices.


Collaborative Plan: We assembled a cross-functional team of designers, developers, and project managers to guide the system’s development. A detailed documentation strategy supported the rollout of updates, which occurred through quarterly milestones and incremental releases. Biweekly sprints allowed for frequent minor updates while minimizing disruptions to ongoing work. The small team coordinated carefully to prioritize upgrades effectively, with developers managing releases to ensure a smooth transition. This approach balanced flexibility and control, allowing for an organized rollout of the next-generation system while aligning with team objectives.

Foundations

The fundamental building blocks for creating consistent

and cohesive user experiences.

Building the foundation

A design system’s components are like individual parts in an IKEA kit. They are small, standardized pieces like screws or dowels that work together to build a complete, unified product.


In the context of product and web design, foundations like typography styles, spacing, and grids act as the core building blocks for creating digital experiences that are consistent and scalable. And just as IKEA provides clear instructions to help you assemble their parts correctly, a design system depends on detailed documentation to guide designers and developers in using its components the right way.


This modular approach is essential for crafting seamless product and web experiences. It allows teams to customize and assemble components to meet specific user needs while maintaining consistency across platforms. Similarly, design systems allow specific elements to be updated or improved, sometimes without breaking the broader user experience or UI, much like replacing individual parts of furniture without dismantling the entire piece. This ensures flexibility, efficiency, and a cohesive brand presence in every digital interaction.

The next-generation design system reimagined typography for scalability, usability, and consistency while retaining the existing typefaces associated with the brand identity. A clear hierarchy was established, defining consistent styles for headings, body text, and captions to ensure readability and visual harmony.

Text styles organized by heading and body size

To simplify implementation, type styles were unified across devices by organizing them by purpose, such as headlines and body sizes, rather than maintaining separate stacks for mobile, tablet, and desktop. This approach streamlined adaptation across screen sizes and improved usability.


The system includes detailed documentation with design tokens and usage guidelines to ensure seamless collaboration between design and development. Rigorous accessibility testing ensured compliance with WCAG standards, and iterative refinements kept the system adaptable, delivering a cohesive and user-friendly experience across all platforms.

Core marketing palette

Questrade’s core brand palette is built around its signature Questrade Green, complemented by dark green, black, white, and a range of greys. This palette reinforces brand recognition, especially in competitive visual spaces where clear attribution is essential.


The core palette is also used in off-platform marketing, such as social media promotions and other high-visibility placements that compete for attention in busy environments. By maintaining consistency across these channels, we ensure strong visual recognition and brand presence.


Questrade also utilizes a secondary colour palette that serves as a complement to the core colours. These supporting colours are used sparingly and only in specific cases.

Off-platform banner placements using Questrade's core colour palette

We are shifting to custom photography to capture real people and authentic experiences. The approach reflects diversity, inclusivity, and genuine everyday moments. Each image tells a story, creating a nostalgic and relatable feel. By moving away from stock photos, we ensure our visuals are true to the Questrade experience.

Grids

Questrade’s new grid system is a responsive web framework designed to dynamically adapt the page layout based on the viewport size, ensuring a seamless experience across all devices. To arrive at this system, we carefully evaluated our website’s content structure, user experience goals, and the need for consistency across our web platforms. By prioritizing responsiveness, we incorporated customizable breakpoints to optimize layouts for desktops, tablets, and mobile devices.


The grid system strikes a balance between flexibility and consistency, allowing for unique page layouts while maintaining a cohesive visual identity. Built with modern design trends and accessibility in mind, it ensures readability, proper spacing, and ease of navigation. Additionally, we considered performance and scalability, ensuring the grid system is lightweight, browser-compatible, and capable of supporting future updates.


Through prototyping, testing, and user feedback, we refined the grid to deliver a foundation that enhances usability and visual harmony, ultimately improving the overall experience for users navigating Questrade’s online presence.

Screen sizes for designers

To ensure seamless collaboration with developers, designers prioritize creating layouts for three key screen sizes: small (375px), medium (768px), and large (1440px). Although 320px is not a standard design width, it remains the minimum supported viewport and should still be accounted for. For the best results, designers are encouraged to create layouts for all specified screen sizes, ensuring optimal responsiveness across breakpoints and a smoother development process.

Responsive web design

We explored responsive layout principles to create a seamless user experience across devices. By leveraging flexible grids, fluid containers, and strategic breakpoints, we ensured content dynamically adapted to different screen sizes from mobile to desktop.


Key considerations included maintaining visual hierarchy, optimizing touch targets for mobile, and prioritizing content to prevent overcrowding. The goal was to deliver a consistent, intuitive interface that enhanced usability while aligning with the brand's design system. Through iterative testing and adjustments, we achieved a layout that balanced aesthetics and functionality, improving engagement and accessibility.

Components

Reusable, standardized components that bring consistency,

accessibility, and efficiency to every page.

After the foundations were set, we then proceeded to create a comprehensive library of UI components that drive consistency, usability, and efficiency across Questrade’s website. Each component was meticulously designed to be modular, responsive, and accessible, adhering to defined interaction behaviours, ARIA standards, and brand guidelines.


These components include elements such as buttons, form fields, modals, tooltips, and more. Each one supports multiple variants and states. Designed for reuse across multiple contexts, they leverage a tokenized design foundation and are documented with clear usage guidelines to ensure accuracy in implementation.


This modular approach enables teams to rapidly assemble interfaces using rigorously tested and pre-approved components. It accelerates development cycles, reduces design debt, and ensures cohesive experiences across Questrade’s digital ecosystem. The result is a scalable and maintainable framework that balances innovation with design consistency.

Patterns

Reusable, standardized components that bring consistency,

accessibility, and efficiency to every page.

Questrade’s website patterns previously lacked the modularity, flexibility, and consistency needed for a scalable, modern web experience, often leading to custom-built layouts that slowed development and created visual inconsistencies. To address this, the pattern library was restructured around modular, content-agnostic components designed with built-in flexibility and responsive behaviour, ensuring they could adapt to different content types, layouts, and campaign needs without requiring redesigns. The result was a more scalable, cohesive foundation that improved design consistency, accelerated page creation, and strengthened the overall user experience across the marketing site.

Tokens

Tokens represent design decisions, converting raw values

into scalable, clear, and meaningful labels.

In the design system, we used design tokens to represent recurring visual decisions like spacing, colour, and typography. By replacing raw values with clearly named tokens, we ensured these choices were applied consistently across the product while also making their purpose easier to understand and maintain. This approach not only improved scalability, but also streamlined collaboration with developers by aligning design language with code.

Token Structure

Tokens are arranged in a clear order to handle different levels of detail. If a semantic token isn’t specific enough, individual components and their parts can use their own tokens. This setup helps keep the token system consistent and easy to manage over time.

Most of the tokens used in the system are semantic, especially for background and foreground elements. When building a pattern or page, background tokens are often paired with matching foreground token (like “on.accent”) to keep colour combinations clear, consistent, and accessible.


Background include things like page sections, buttons, and banners. Foreground elements are typically text and icons that sit on top of the backgrounds. Border tokens are used for things like outlines, helping organize and separate content visually.

An ongoing evolution

At Questrade, revamping the marketing design system wasn’t just about giving it a fresh look. It was about rethinking how to make the system more efficient and scalable for our team. We learned that evolving a design system isn’t a one-size-fits-all journey. Every organization has its own structure, priorities, needs, and pace, so the most effective system is one that supports those realities while encouraging consistency and collaboration.


We started using the system for new projects, but we continued to refine it as we went. The system is still in the process of being fully implemented by developers. As new needs arise, such as adding components or improving existing patterns, we adapt the system accordingly. There are also moments when we intentionally step outside the system, especially for one-off campaigns or marketing moments that call for something more expressive or unique. In those cases we are thoughtful about when and why we break away, and whether those decisions might influence future updates to the system.