Investment management website and app design

Bestinvest were an established investment management service with 40,000 customers but were having to adapt to market pressure in the form of other large incumbents ramping up their marketing spend and emergence of fintech rivals offering attractive, legacy free and mobile first user experiences.

Bestinvest embarked on a digital transformation programme to refresh their brand, overhaul their marketing and online investment service to align with user expectations and take advantage of the latest technologies.

The online investment web and mobile experiences needed a new UX and UI – not just a facelift but a rethink of the key user journeys of buying and selling their investments as well key account management functions such as updating contact details which up until then had to be done by calling the customer service team.

Legacy technology, siloed teams and compliance were key challenges in this space. We wanted to move fast but we couldn’t start from scratch and had to look at what investment data was available that we could display to customers and making sure that was presented in the most consumable way possible rather than working with an ‘ideal’ that would take too long to engineer.

There were some impressive numbers that helped support our work throughout:

• Traffic increased by 8% year on year
• Leads rose from 4,000 to 50,000 year on year
• Transfer requests increased by 128% year on year

There was also a lot of internal positive sentiment – the marketing and sales teams in particular were galvanised by what they felt was a new marketing website and platform that competed and outperformed their competition.