
Private Client App
for UK & Channel Islands
iOS • Android • Wireframes • Flowcharts • User Interface • Prototyping

Overview
Investec provides global financial solutions for high net worth, corporate and institutional clients. A bank that believes extraordinary should come as a standard and well known for it's bespoke personal service.
The problem
The private client app was outdated, buggy, inconsistent and lacking key features that clients expect.
We needed to create a personalised app for the UK and Channel Island clients that is easy to use, faster, fresh and easy to continuously update.
Being able to adapt and move forward to deliver updates more frequently allowing the app to keep up with the competition, regulations and tech innovations.
Backed by research, we convinced stakeholders that the best way forward wasn’t to keep adding more features but to take it back to basics. By creating a new app on a new, stable foundation we could create an experience that felt reliable, secure and fast.
My Role: Product Designer
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Collaborate with Product Owners, Developers, Analysts and Content Designers
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Demonstrate high-quality design practices
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Work through an end-to-end design process: Discover, Define, Develop and Deliver
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Create a scalable design system & principle
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Designing wireframes, prototypes and final designs
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Working closely with developers throughout to deliver a product to be proud of.
Discovery
Using findings from user testing and a comprehensive audit involving client services and engineering, we convinced stakeholders that we needed to rework the app from the ground up to create a scalable and future-ready app. Since we were lucky to be both the designers and part of the end-users, we quickly applied our vision and defined our guiding principles (Personalisation, Speed, Security, Readability and Manageability).
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Started collecting and analysing data from the current app to provide direction for the redesign.
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Conducted empathy mapping with developers and the product team to understand our customers and build customer profiles to understand their behaviours and needs.
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Looked at feedback, conduct interviews and surveys to build out features that were in need of an overhaul.
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Define
The Define stage helped gather great ideas to establish features, functions and other elements that allowed us to solve the problems or enable users to resolve issues themselves with minimum difficulty.
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Define the problem
User Stories & Journeys (How our clients move through the app)
Site Map
Story Mapping (Mapping key features)
Best Practices ( How are other banks using these features)
Develop
At this stage we took stock of the current app UI and flows, which helped us to develop a strong brand that is more accessible, consistent and user-friendly.​
Working with the developers ensured that the new and old features were viable and what should be in the first design release.
Deliver
At this stage of the app development, prototypes and designs were created. They were tested with clients, allowing us to refine them using the feedback and data into final solutions. Working closely with the development team throughout helped smooth the transitions into actual working products to test again with our clients, before launching to our clients.
Project results
+22%
The app was built so that it can continuously be improved on a weekly basis. In the first 6 months after launch we increased the app users by around 22%. Since then we have made hundreds of updates and improvement, based on user feedback and data.