Allowing clients to open accounts using mobile devices was important, especially in the case of a product that is targeted to a younger demographic. However the feedback we received was that clients want the choice and will even move back and forth between devices if needed.

As the target audience for a robot-advisor type platform is a younger demographic than traditional investing products, a quite informal language was used in the screens and messaging. Another key element is the need to explain clearly what the client will need to open the account, how long it will take and what steps will be required afterwards.

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