RBS MarketInvest

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RBS MarketInvest

Investment Platform

An online wealth management platform offering simple and easy to understand investment products for active and long term self-directed investors. The platform simplifies investing by offering tools and guiding users through an efficient, scalable and low cost platform.

The project was delivered by a core multidisciplinary team at Holler London and developed over the course of about nine months.

The task – draw upon an understanding of audience trends, needs and behavior, along side market research, to develop an engaging prototype demo that would bring the MarketInvest concept to life.

My role – work directly with the client, providing strategic insights and planning to support the development and maturation of the prototype demo. Specific tasks included translating market research and audience insights into user experience journeys, functional features, user interface development and wireframes.

The Problem

For those who are confident and active in wealth management, they are looking for more ways to actively manage and profit from their wealth. They enjoy actively managing their finances. They understand risk, they play the parameters, they relish the challenge. They thrive and benefit from being in this position. They like to take control of their money.

While at the same time for many more, wealth management feels complicated and daunting. There is a fear that they are not qualified to make the right decisions. They know they ought to be taking a more active role in managing their finances. Being confronted by an array of different options only helps to further intimidate them. This confusion means they may not always even trust the third parties they approach to seek advice. Wealth management is fraught with emotion leaving them frozen.

The Solution – Give active investors more control, and for all the rest who may be daunted and confused: simplify the options, educate them about the opportunities and empower them to take control.

Simplify » Educate » Empower

MarketInvest has the opportunity to create a step change in wealth management.

Introductory Films

"Meet the Investors" – Introduction to MarketInvest

"What is MarketInvest?" – The pitch to potential customers

Prototype Creative