7%

Challenge

More than 90% of UK adults have never sought financial advice. They think it is too expensive, or they cannot afford it, or they do not want to hand over their financial details — and some are simply embarrassed to.

This company was building a personal finance website and app to make wealth accessible to everyone and help people change their financial future. The onboarding and the experience it had were hard going for anyone who was not already financially confident.

Solution

We started with the value proposition, and rebranded the platform to be more approachable on first sight without giving up the credibility a financial product needs.

Then the platform itself. We shortened onboarding so it asked for less, built an AI agent that stayed with the user as a financial partner through the whole process, and gamified the experience so it arrived in manageable pieces rather than all at once.

Alongside that we built the marketing and communications strategy across digital channels, which grew social media followers by 300% in the first two months. Registrations and subscriptions were driven with AI and automation scaling a startup infrastructure — a 7% conversion rate from first contact.