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Wesleyan - a company that specialises in financial advice - was in need of a new, clean and more dynamic website for the “Careers” sector. The result was a more intelligent search engine and pages more content focused where jobs can be found and filtered and information read with a personal approach.

While at Dare, we had two separate tasks, the first was to produce the Careers website and the second to create and validate a product concept for the investments and pensions schemes app.

For the first one we’ve analysed the digital ecosystem, identifying key areas for development and suggesting foundations for a digital design language, to improve consistency and future proof the digital platforms.

We addressed all elements creating an engaging, intuitive and rewarding user experience - whilst regularly testing modules in full page templates to ensure they work well in a variety of combinations. The second task was to produce a digital financial assistant that would help Wesleyan meet their financial needs and goal by creating a visual dashboard using existing CRM data where customers can easily monitor their financial performance and explore the goals they set with their Financial Consultant.

Provide tools that allow customers to model future scenarios and save them as new objectives and to modify goals and update products to any changes in their circumstances and finally to give Financial Consultants real-time access to their customer’s updates and activity.

Part of the benefits were notification service that would nudge customers to stay on track with their financial targets, visual achievements to offer ongoing analysis on spending and investment data and finally customers, FCs and Wesleyan will save time and manage risk before, during and after consultation. There would be more opportunities to engage existing customers between appointments and the chance to tap into the latent market opportunity among younger people.

Increased customer knowledge and confidence would boost upsell opportunities, enhancing loyalty and strengthening Wesleyan’s brand. Internal testing was conducted on the lo-fi prototypes to gain an understanding on the effectiveness of the journey. Two test subjects were used to give a variation of opinions across both prototypes. Each was walked through the journeys for the retirement objective. Two test subjects were walked through the retirement journeys and asked to test both lo-fi prototypes against those objectives.

Testers liked the clean and simple to navigate Logical solution for managing their financial objectives and felt some things were missing such as notifications about changes made, projected expenses post-retirement, a timeline view for previous and future expenses, clearer view of monthly payments and the option to speak with your FC, especially when making changes to objectives. These recommendations were taken under consideration when designing the final wireframes and designs.

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Design Director ○ Jamie Mac

Lead Design ○ Michelle Charlton

Digital Customer Experience Manager ○ Gemma Hinnet