The Question…
How do you take a highly complex concept and create a user-friendly online experience?
What we did…
Covestor’s big idea is peer-to-peer investment; a unique business model where experienced investors can share market knowledge with less experienced traders for mutual benefit.
Using our experience of making complicated business models accessible we identified that:
• The back end of the site had to be incredibly robust to handle the high volumes of complex information, ensuring accuracy, clarity and security. Without it, Covestor would have no credibility.
• The site architecture had to be clear and easily navigable for both newbies and old hands
• The UX had to enable organic development of an online community that would work for all levels of investor.
We then developed a dynamic new brand identity to position Covestor as a serious and professional, but contemporary and cutting edge business.
What happened…
Covestor launched in 2008 and now over $100 million dollars in securities are shared through the service. Its members are located in more than 40 countries and hold positions in over 4,000 different securities.
Simon Veingard, Director of Covestor said: “As soon as we met Clicked, we knew they were the team we had to work with – and what a great decision it proved. Working to a demanding timeframe, the team delivered an outstanding front end to Covestor’s website, managing complex usability challenges to produce a simple to use and distinctive looking design. Friendly and professional throughout, the team were a pleasure to work with.”
What was next…
Based on the success of the original Covestor business model, we’ve helped Covestor develop the new sub-brand and website for Covestor Investment Management. The new site has featured in all the top financial publications, including The Wall Street Journal, Business Week and the Financial Times.
