The result of our long-term cooperation with NN TFI is a new project aimed at designing complex purchase paths for investment funds and pension products. Creating an entirely new UI approach, fresh and timeless, and above all streamlining the purchasing process of complicated investment products, was the main challenge here.
11.2018 – 10.2019
Scope
Discovery, Research, Strategy, UX, UI, Analytics, Quality Assurance
Industry
Fintech, Investments
Time frame
11 months
Platforms
The starting point for our team was to understand the decision-making process when users are deciding investment fund, including its concerns and problems. We have expanded our knowledge about customer journey through qualitative research (analysis of user behavior recordings) and in-depth interviews. In the next step, during a series of workshops, we developed three main user segments for which we designed dedicated purchasing processes.
The user deciding to buy an investment product faces several decisions. The first is the choice between placing money directly on the fund or saving it by a pension product. In the next step, the user decides to choose IKE or IKZE — voluntary social insurance regulated by the Polish government, and in the case of investment, wants a specific fund from the NN TFI offer. Our task was to streamline this process and enable the user to understand the various stages and thus simplifying his purchasing decision.
We worked in a full design process, which helped us
to manage the project from defining goals to results optimization.
To provide the best quality and to minimize the project’s risk,
we always divide the design process into two main activities:
wireframing and user interface design.
The primary color remained the same. We just picked up couple of additional hues based on it, so that they fit with the original one.
#F08B00
#FFAE03
#E67F0D
#FFE7C3
#FFF2D7
#242424
#565656
#E0E0E0
#FAFAFA
We could only use the NN group font, which, thanks to its minimal form and modernity, fits perfectly into the new visual style.
The clean and modern interface allows you to pay attention to the main things on the site without wasting your attention. The biggest challenge was to make this complicated thing look super easy, and reimagine the visual language with a contemporary flavor while still matching the strict brand aesthetics and existing products.
The same goals and challenges as for desktop but we also aimed to make it as minimal as possible while keeping efficient. Approach is mostly adaptive rather than responsive.
Anyone can start collecting data by installing Google Analytics, but what is more important is to have the correct settings and filters in place to ensure data accuracy. On top of that, the data collected should be aligned with the business goals and objectives.
Our long term goal is to work in the data-driven process only. Analytics and CRO are our current primary focus. We believe that a data-driven process is the only sustainable way of increasing conversion rate and building long term relationships.
The data-driven process is not about collecting data. It is a process of generating value from the data. The most critical business decisions should be based on data that you can trust.
“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. 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 at NN Investment Partners
Their expertise in e-commerce design stood out during the collaboration, but what truly makes them a great partner is their commitment to the success of the projects they take on. Other highlights include a positive attitude and motivation when given creative freedom.
Flying Bisons helped us ensure that all of our teammates were on the same page, despite some slight differences. We weren’t just a bunch of people working on the same task, which was refreshing. They also directed our focus for marketing, as we identified our target customers and how to communicate with them.
Our customer acquisition cost went down by about 50% and our sales skyrocketed. This was the impact of the engagement with Flying Bisons who added a great deal of value to the project on many different stages.
Flying Bisons understands client’s needs and the specifics of a project in no time and helps you to achieve the goal as planned. They have the ability to keep things simple and back their rationale even when the idea is not in line with clients initial thoughts.
If your business allows you to experiment and try new options, Flying Bisons is a great partner. They’ve got knowledge and expertise and they’re open to new ideas.
