Building a digital investment platform for everyone.
Financial innovation and education, all-in-one experience.
Building wealth is for everyone. This is mission the client was after when they set out to develop this innovative product. The brief entailed a new brand identity, website and app. Guiding the client through the four key phases of research, design, build and launch was a significant undertaking. This process is outlined below and left the client incredibly pleased, especially with our expertise and guidance.
Auckland, New Zealand
2020
Finance
1,000+
Brand and digital visual presence development
The initial brand identity was undertaken in collaboration with an agency called Tried and True. We then commenced the initial user research, wireframes and sitemap. From here, the digital identity was developed to fit alongside the new brand identity. A bespoke design system was then developed that had to work functionally across both the web and app platforms. With the system approved and in place, the web development commenced using the HubSpot platform. The large, distinctive, yellow and personal images were a key element in the design of the site. Custom illustrations were also used to help showcase the experiences associated with funds and the benefits of preparing for the future financially.
App UX, UI and user journey flows
With the website well into development, the product was the next undertaking. The app was the key to the entire project and the UX was essential. We had to take a complex, detailed and regulated experience that is usually guided by an investment manager, and make it a totally seamless with no one but the user involved. Before designing anything, intensive research had to be completed consisting of persona development, user research, workshops and key stakeholder meetings. From here, the user flows were crafted in Whimsical to give the team a blueprint of how to construct the app. The same design system previously developed was then rolled out to create the app UI. A full, working prototype was then completed within Figma to make sure the client, the design team and the development team were all on the same page. The client was ecstatic with the outcome, and it was passed off for development.
35%
Improved onboarding process
25%
Increase in user retention
84%
Increase in time spent on website
“The initial launch of the GoalsGetter platform was focused on providing digital advice to customers and providing direct access to Nikko AM products which had not previously been possible. Although it met these objectives we had not focused on the different ways customers would want to interact and how we can help lead them through the process.
Through workshops with Engaging Partners we defined personas for our target customers and mapped out customer journeys which then allowed us to understand the UX and nurture requirements.
The collaboration was excellent across all teams and the success implementation would not have been possible without it. We are very happy with the outcome and feel the new website is much easier to use, better aligned to our Nikko AM brand and the nurture provides the information to allow customers to complete their journeys and therefore increase conversions.”
James Rogers
COO | Nikko AM New Zealand
App development, testing and launch
The client had their own internal development team. We worked closely with them to develop, refine and test the alpha version of the app. This ensured that the app was meeting the set specifications and the prototype that was developed in Figma. After many development meetings, the app was then polished enough to be launched as a beta. Qualitative and quantitative user testing was then completed to make sure the UX and UI was functioning as intended. With outstanding results, the client was happy with the success of the beta and the app was officially launched in conjunction with the website. The results were overwhelming, with huge initial signups and continued users being active within the app. This was monitored through constant discussion with the fund managers, due to the nature of the financial sector being incredibly regulated.
Additional functionality after the launch
The client was so ecstatic with the results and outcome of the initial launch, that they wanted to add more functionality to the app. Joint accounts and financial advisor functionality were then added. The same processes as previously were used to research, design, build and then launch these new app releases. At this point, the UX of the app was very intricate and detailed, with a multi-level map of different users and access points for the different users that were now able to flow through the app.
