Bringing style and simplicity
to the complex world
of pensions and investments.
NN TFI
Desktop
Mobile
2020
[ around the web ]
See online[ PROJECT SUMMARY ] NN TFI was looking to streamline its process of purchasing complicated investment products – with a new UI approach that’s fresh, timeless and true to the company’s brand. Read on to learn how their new solution was bang on the money.
Industry:
Banking & Finance
Products:
Desktop and mobile app
Market:
B2C
[ HIGHLIGHTS ]
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Part of NN Investment Partners, NN TFI is among the three largest investment fund companies in Poland
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NN TFI manages more than PLN 21bn for over 400,000 individual clients, companies, foundations and universities
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NN Investment Partners has more than 1,100 employees in sixteen countries in Europe, America, Asia and the Middle East
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The Dutch company has been present in Poland since 1997 and serves 15 million customers
[ around the web ]
See onlineScope of work
Flying Bisons is a great partner. They’ve got knowledge and expertise and they’re open to new ideas. End users appreciate the intuitive customer journeys implemented by Flying Bisons.
Magdalena Markowska
Marketing and E-Commerce Director, NN Investment Partners
[ Business need ]
Pension or investment?
For someone weighing up their investment options in Poland, there are a couple key decisions to make. One is whether to put money directly into a fund or save it through a pension product. The other is whether to choose IKE or IKZE, voluntary social insurance regulated by the Polish government, and in the case of investment, a specific fund from the NN TFI offer.
To help users better understand the various options and stages, NN TFI was looking to streamline its process – with the goal of simplifying the purchasing decisions thanks to a sleek, clear UI. This could not only make the life of NN TFI’s customers easier, but also bring in tangible benefits to the investment fund’s business.
[ Strategy ]
A dive into finance
What’s the best place to start a highly complex project like this? At the beginning, of course. For our team, that meant gaining a deep understanding of the problems, concerns, and decision-making process of someone choosing an investment fund.
We widened our knowledge of the customer journey through extensive qualitative research and in-depth interviews. And we held a series of workshops, where we developed three main user segments and designed dedicated purchasing processes for each.
[ Approach ]
A completely
new experience
The project allowed us to deploy our full design process, which meant we were involved in everything from defining goals to optimising results.
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UX and wireframes
To create the best possible end product, while minimising project risk, we divided our process into two main areas: wireframing and user interface design.
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Colour scheme
The primary colour remained the same. We simply picked a couple of additional hues to work with the original.
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Typography
We were limited to using just the NN group font. But it fitted perfectly into the new visual style, thanks to its minimal form and modern vibe.
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User interface
We created a clean and modern interface that keeps the user’s attention focused on the site’s main features. The biggest challenge here was to make something so complicated seem incredibly simple, while adding a contemporary flavour to the visual language that respects the brand guidelines.
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Mobile version
The mobile site had the same goals – and posed the same design challenges. The goal was to keep things as minimal as possible while still maintaining efficiency. And we took an approach that’s more adaptive than responsive.
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Making data mean something
Finally, the last step included making sure that the gathered data is useful. Anyone can install Google Analytics and start collecting data. But the key is to implement correct settings and filters, and to make sure all data is accurate and aligned with business goals.
This step was especially important. Arguably, a data-driven process is the only sustainable way to increase conversion rates and build long-term relationships. And it’s not about simply collecting data. It’s about generating value from the data. Because the most critical business decisions should be based on data you can trust.
Thanks to Flying Bisons’ innovation-forward style and focus on finding solutions, complicated products are marketed in an attractive, simple way. Customers can expect a committed, personable team.
Magdalena Markowska
Marketing and E-Commerce Director, NN Investment Partners
[ Strategy ]
A completely new design
Thanks to many thought-through design changes, NN TFI added style and simplicity to their digital interfaces.
The product of our cooperation is something that looks nice. Sleek. But the visual values — although important — are only the surface. Beneath it is the most important part — a better customer experience, that’s clearer, simpler, more straightforward to understand.
As a result, NN TFI gained an interface that will make users happier — and, in the process, support generating revenue.
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