A design for product onboarding and retention through education and relationship building.
FIIG Securities is a corporate and government bond broker. We designed a HiFi prototype bond journey that would be the vision for the future state digital experience of the company, building out components of the design as MVP and releasing them to production - All with the target vision in mind.
We created a series of journey maps with one overarching journey map that formed the guide for the initial prototype. The design solution enables the customer to build up a knowledge of the bond asset class and become confident with the brand, to eventually action a trade digitally.
Faced with the difficult challenge of getting users confident with bonds because of a large financial commitment and a need to understand risk, a solution was designed that would show what holding a bond portfolio is like, without having to sign up - leading to sign up when a user opts to save their 'sandbox' portfolio.