Recreating and reinvigorating an investment app and website

Client

NikkoAM

Client

NikkoAM

Client

NikkoAM

Year

2021

Year

2021

Year

2021

Sector

Fintech

Sector

Fintech

Sector

Fintech

Deliverable

Web app, website

Deliverable

Web app, website

Deliverable

Web app, website

Project overview

Nikko AM, one of Asia’s largest fund management firms, offers investment solutions for both institutions and everyday investors. Their New Zealand team approached Engaging Partners to redesign GoalsGetter — a direct-to-consumer fintech platform (web app), as well as their consumer facing website. The existing experiences needed a refresh across all areas including brand and UI, content and UX.

Project overview

Nikko AM, one of Asia’s largest fund management firms, offers investment solutions for both institutions and everyday investors. Their New Zealand team approached Engaging Partners to redesign GoalsGetter — a direct-to-consumer fintech platform (web app), as well as their consumer facing website. The existing experiences needed a refresh across all areas including brand and UI, content and UX.

Project overview

Nikko AM, one of Asia’s largest fund management firms, offers investment solutions for both institutions and everyday investors. Their New Zealand team approached Engaging Partners to redesign GoalsGetter — a direct-to-consumer fintech platform (web app), as well as their consumer facing website. The existing experiences needed a refresh across all areas including brand and UI, content and UX.

Challenge

After 12 months in market, GoalsGetter showed steady performance but struggled to engage users. The app was clunky, not mobile-optimised, and was losing traction. Nikko AM wanted to reinvigorate the platform with a stronger brand identity and UI, better usability, and more intuitive journeys to attract and retain customers.


Challenge

After 12 months in market, GoalsGetter showed steady performance but struggled to engage users. The app was clunky, not mobile-optimised, and was losing traction. Nikko AM wanted to reinvigorate the platform with a stronger brand identity and UI, better usability, and more intuitive journeys to attract and retain customers.


Challenge

After 12 months in market, GoalsGetter showed steady performance but struggled to engage users. The app was clunky, not mobile-optimised, and was losing traction. Nikko AM wanted to reinvigorate the platform with a stronger brand identity and UI, better usability, and more intuitive journeys to attract and retain customers.


Process

  • Key user journeys were mapped and detailed user flows created, which were tested and iterated based on feedback.

  • In-person user testing validated improvements such as goal creation customisation and highlighted the importance of clear feedback throughout the different journeys.

  • A refreshed UI and design system were developed elevating the product, ensuring brand consistency across both the app and website.

Process

  • Key user journeys were mapped and detailed user flows created, which were tested and iterated based on feedback.

  • In-person user testing validated improvements such as goal creation customisation and highlighted the importance of clear feedback throughout the different journeys.

  • A refreshed UI and design system were developed elevating the product, ensuring brand consistency across both the app and website.

Process

  • Key user journeys were mapped and detailed user flows created, which were tested and iterated based on feedback.

  • In-person user testing validated improvements such as goal creation customisation and highlighted the importance of clear feedback throughout the different journeys.

  • A refreshed UI and design system were developed elevating the product, ensuring brand consistency across both the app and website.

Solution

The redesigned app and website launched with a new visual identity, bespoke illustrations, and carefully crafted content. Functional use of colour highlighted actions and provided visual feedback, while the app delivered a more user friendly experience with step-by-step flows and a mobile-optimised experience.

Solution

The redesigned app and website launched with a new visual identity, bespoke illustrations, and carefully crafted content. Functional use of colour highlighted actions and provided visual feedback, while the app delivered a more user friendly experience with step-by-step flows and a mobile-optimised experience.

Solution

The redesigned app and website launched with a new visual identity, bespoke illustrations, and carefully crafted content. Functional use of colour highlighted actions and provided visual feedback, while the app delivered a more user friendly experience with step-by-step flows and a mobile-optimised experience.

Results

Results

25%

increase in goal conversion rate

25%

increase in goal conversion rate

25%

increase in goal conversion rate

Significant growth in app users

Significant growth in app users

Significant growth in app users

50%+

increase in website pages per session

50%+

increase in website pages per session

50%+

increase in website pages per session

50%

increase in average session duration

50%

increase in average session duration

50%

increase in average session duration