We couldn’t have been prouder when online investment service Wealthify launched in April 2016. It was the culmination of many months of close collaboration between True and the Fintech start-up. Our working partnership and an ambitious vision to democratise the world of investing spawned a striking new brand, a truly innovative product and a best-in-class customer experience.
So we are all absolutely delighted to have scooped two of the biggest awards in the 2016 Digital Experience Awards.
Against some heavyweight competition including LV= and Nationwide, Wealthify won both the Financial Services and the Digital CX Innovation (The Next Level) awards.
The judges were impressed with Wealthify’s creative design of digital tools that help alleviate misgivings about investing; educating and building trust so more people have the confidence to try the service.
Wealthify’s CEO Richard Theo, said:
“We worked closely with our digital design agency, True Digital, to agree a clear set of core principles – bold, simple, intuitive design using natural, confident and encouraging language and clear and helpful steps. The result is a first-class online experience that is giving people the confidence to make the important move from cash savings to investing and make their money work harder.”
Rich McCloskey, Senior Account Director at True, added:
“Wealthify launched to great reviews in the financial press so I am delighted such an innovative product has been recognised by the digital world too. Bold initiatives like simplifying the investment process, designing a great mobile experience, making suitability questionnaires refreshingly short yet effective, and encouraging referrals as a way to reduce investor’s fees even further are genuinely disrupting the sector for the better.”
If you’d like to know more about our work with Wealthify, please get in touch.