The Project

We as consumers have grown accustomed to seamlessly usable platforms in every aspect of our lives, and we expect the finance sector, an inherently complex institution, to follow suit.

Online trading and wealth management platforms have often lagged behind.

Davy tasked Communicraft with creating a completely secure and easy-to-use platform for their clients to view and manage all of their investments in one place.

We would harness the value of data to provide clients with bespoke recommendations and forecasting visualisations that are based on inputted goals, and we would harness the value of user research and usability testing to create a meaningful, aesthetically appealing, and easy-to-use user-experience.

We worked closely with Davy stakeholders to meet this challenge.

Our Solution

For over five years we have worked with Davy to build this online platform for Davy clients.

The value of a product or service is increasingly determined by the experience it provides to the user. With financial apps there is the risk of cognitive overload. It is not enough for an application to provide all the necessary tools to help users meet their goals. User-centered design means that we never lose sight of the user and what he/she is experiencing while meeting those goals.

This involves ongoing user research and user testing

Our UX and Design Teams created interactive prototypes to test if our features meet with stakeholders and users needs, and the degree of ease with which these new features can be used to achieve user goals effectively and efficiently.

Through a series of agile sprints our Angular and frontend developers work in collaboration with Davy's back-end development team to deliver these new features. 

Usability testing is employed to measure the performance of these new features using defined key performance indicators (KPIs). Through our agile process we can readily adapt and iterate if needed to optimise the myDavy experience.

Outcome

• myDavy provides clients with the seamless personalized user experience that comes from careful and ongoing user research and usability testing.
• myDavy has exceeded commercial expectations and represents a huge leap forward for trading and wealth management platforms in Ireland and internationally.