When Halifax approached us, they wanted to create a new service that would help unexperienced investors make a decision they could trust. Through a series of quick cycles of research, design, prototyping and testing, we created, built and launched Halifax’s first fully digital investing service.
The project was split in three phases, each one building on the learning of the previous.
In order to help make a choice people were confident in, our service needed to provide some form of education to help them grasp complex investing concepts.
The winning solution simply dropped any graph from the interface. Instead we used simple figures supported by labels that are easily understood (best, worst, average).Finally the values we used where based on their intended investment value. This helped contextualise the numbers to something they could relate to.
Our service needed to be clear on why it was making certain recommendations and why those were the best choice for them.
This was a complex product, since it had to account for different scenarios and flows. Part of my job was to map it all out account for edge cases.