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Cofunds is one of the UK’s top financial planning platforms with over £20bn of funds under management. We are working with Cofunds to make their platform so simple and intuitive that it leads to …

Cofunds is one of the UK’s top financial planning platforms with over £20bn of funds under management. We are working with Cofunds to make their platform so simple and intuitive that it leads to genuine brand advocacy.

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  • 1. Cofunds is the UK’s largest independentinvestment platform
  • 2. Customers asked ‘Why does nancialservices have to be so complicated’?
  • 3. We agreed.
  • 4. Cofunds depend on digital fortransactions and customer service.
  • 5. Our aim:Make Cofunds so simple and intuitive that it leads to genuine brand advocacy.
  • 6. We spent time learning how Cofunds works.
  • 7. We researched how Cofundscustomers use the platform.
  • 8. Then we designedthe information architecture around user journeys
  • 9. Taking it from this:
  • 10. To this:
  • 11. Useful, Beautiful, Digital.