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Approaching (ALL) investors
A functional and usable web concept and UI offering, designed for a wide range of investors. Differentiating between professional multi-skilled investors and between those (you & me) that are taking basic and careful steps to protect their investments and manage their personal and family economy.
Main discussions
Navigation and flow designed for multi skilled investors – matching investors' typical behavior with site structure and tools. Creating short-cuts and "one click" options. Predicting user's will and combining data and market view with relevant "calling for action" triggers.
Calling for action – using advanced behavioral techniques to optimize number of transaction and conversion rate (for professionals) and encourage migration from traditional branches toward online offering (for non-experienced).
Personalizing web offering – suggesting strategies, ideas and models to accurately match the customer's portfolio, behavior and characteristics.
Methodology
Benchmarking of major investments and capital market web offerings among leading financial institutions.
Conducting Usability testing, quality interviews and focus groups with the participation of various investors' types.
Contact us for more information about this work 
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