At the core of the new proposition strategy, an important principle was set: Bestinvest must empower people to make better ‘tomorrow’ decisions today with confidence.
We set out to help give people the tools and the understanding to move towards their financial goals, whatever they might be.
With Bestinvest, Investors can do much of the usual stuff like buy and sell a diverse range of shares, funds and exchange-traded funds (ETFs) or invest in a Ready-made Portfolio (built by investment experts).
What really makes Bestinvest a unique and compelling service is free investment coaching with qualified financial planners, and smart planning tools that allow you to set tangible life goals, simulate possible outcomes and plot a path towards making them a reality.
We were guided by the experience principle of ‘making possibility playful’ in response to a very real insight that many investors find it difficult to invest in a future because of the many options.
Hi Mum! Said Dad worked closely with Evelyn Partners to make this a reality.
Our teams collaborated with real users and key stakeholders along the way. It was key that we were able to tap into the vast knowledge held by the experienced team at Evelyn Partners as well as map what underpinned the service at Evelyn Partners HQ.
The new designs and features were regularly tested with real users throughout the process. Iterative user testing helped us evolve the direction early and often and ensured that the result resonated with target users and gave it the best chance of achieving our business objectives.