Bestinvest – an investment platform
Bestinvest are an investment platform, primarily selling ISAs, Junior ISAs, SIPPs, and general investments. The main website needed completely redeveloping in Umbraco, their preferred CMS.
The investment search tool was a rebuild of an existing tool which was slow with a poor user experience. I built the new tool using Vue.JS and Algolia. This combination creates a very responsive and easy to use tool, which has proven very popular with Bestinvest‘s customers and even it‘s competitors clients.
I worked within the website and the account area to integrate a Customer Data Platform called Tealium. By informing the tool about key actions by users, we were able to see how key journeys performed and segment by types of customers. Example data might include "How many clients with assets over £1M opened a new account this year?", or "Do older clients find the new account sign-up journey easier?"