Services
Services
Visual Design
User experience
User experience
User experience
Branding
Branding
Iconography
Marketing collateral
Client
Client
Instinct Studios
Instinct Studios
Instinct Studios
Date
2014 - 2017
Brief
At Instinct our main clients were investment management firms. Over the course of working with them, we realised one of their main requests was to have a better visual representation of their funds data and move away from boring factsheets. Whether it’s in their new product campaign or want a better way of educating their existing advisors and customers. Soon after this realisation we thought it would be better if we had a white labeled offering of a product that did that out of the box.
Brief
At Instinct our main clients were investment management firms. Over the course of working with them, we realised one of their main requests was to have a better visual representation of their funds data and move away from boring factsheets. Whether it’s in their new product campaign or want a better way of educating their existing advisors and customers. Soon after this realisation we thought it would be better if we had a white labeled offering of a product that did that out of the box.
Brief
At Instinct our main clients were investment management firms. Over the course of working with them, we realised one of their main requests was to have a better visual representation of their fund data and move away from boring factsheets. Whether, it’s in their new product campaign or want a better way of educating their existing advisors and customers. Soon after this realisation we thought it would be better if we had a white labeled offering of a product that did that out of the box.
Factsheets
The industry is heavily reliant on fund factsheets to relay fund information. This is a 2-page static PDF that gives an overview of the product but with no ability to investigate or interrogate the data.
92% of fund factsheets contained one year performance data that was a month out of date.
- A paper by the FCA highlighted the need for greater transparency and for customer information to be clear, fair and not misleading.
- The vision behind Fund Explorer was to provide a digital alternative that gave information up to date and transparent on any device
Factsheets
The industry is heavily reliant on fund factsheets to relay fund information. This is a 2-page static PDF that gives an overview of the product but with no ability to investigate or interrogate the data.
92% of fund factsheets contained one year performance data that was a month out of date.
- A paper by the FCA highlighted the need for greater transparency and for customer information to be clear, fair and not misleading.
- The vision behind Fund Explorer was to provide a digital alternative that gave information up to date and transparent on any device
Factsheets
The industry is heavily reliant on fund factsheets to relay fund information. This is a 2-page static PDF that gives an overview of the product but with no ability to investigate or interrogate the data.
92% of fund factsheets contained one year performance data that was a month out of date.
- A paper by the FCA highlighted the need for greater transparency and for customer information to be clear, fair and not misleading.
- The vision behind Fund Explorer was to provide a digital alternative that gave information up to date and transparent on any device
Process
Based on our experience over the years, we knew what was needed. I was the sole designer working closely with Instinct’s CEO. I was responsible for designing and presenting design concepts to him and the rest of the wider team. Working along side the development team we produced a high-fidelity prototype of the product, and produced accompanying brand guidelines, iconography and a defined process for the white labelling. As Fund Explorer had to work cross platform on the web, mobile and tablet. Each element was carefully considered from a adaptive perspective.
Process
Based on our experience over the years, we knew what was needed. I was the sole designer working closely with Instinct’s CEO. I was responsible for designing and presenting design concepts to him and the rest of the wider team. Working along side the development team we produced a high-fidelity prototype of the product, and produced accompanying brand guidelines, iconography and a defined process for the white labelling. As Fund Explorer had to work cross platform on the web, mobile and tablet. Each element was carefully considered from a adaptive perspective.
Profile
Profile
Performance
Performance
Commentary
Commentary
Breakdown
Breakdown
Regions
Regions
Report
Report
Admin Panel
As well as working on the customer facing Fund Explorer. I had to think of how a client can manage it behind the scenes from brand customisation, uploading and pinning commentary, creating users, user rights to statistics.
Admin Panel
As well as working on the customer facing Fund Explorer. I had to think of how a client can manage it behind the scenes from brand customisation, uploading and pinning commentary, creating users, user rights to statistics.
Admin Panel
As well as working on the customer facing Fund Explorer. I had to think of how a client can manage it behind the scenes from brand customisation, uploading and pinning commentary, creating users, user rights to statistics.
Result
The result was a simple, clean and scalable design that broke down fund data which worked with any brand. We also created a marketing website showcasing Fund Explorer. The response from the industry was positive. This ended up changing Instinct Studios business model from a service company to a product one.
Result
The result was a simple, clean and scalable design that broke down fund data which worked with any brand. We also created a marketing website showcasing Fund Explorer. The response from the industry was positive. This ended up changing Instinct Studios business model from a service company to a product one.
Press Response
Press Response
Video showcase
Video Showcase
Selected Works
Fund ExplorerAn investment information visualisation service.
A day in a life of an adviserBlue sky thinking on how a digital adviser and their client can interact
Archived WorkExplorations, Concepts and work I've done over the years.
Coming soon - FeastfoxThe Booking App For Smart Foodies