Our relationship with U Ethical is built on exploration, opportunity and possibility. Our engagement focused on re-inventing and visualising the future of its digital branding and creating a web experience to educate and improve our world through ethical investing.
Established in 1985 the fund has steadily become one of the largest ethical investment manager in Australia with over $1 billion under management. Developing a reputation for their unwavering commitment to ethics-driven performance, they are one of only a handful of investment businesses to be a certified B Corporation.
Our collective vision brought together marketing, services, and a platform that led to the creation of various opportunities within the new digital ecosystem.
It starts with a better brand experience online.
What does ethical investment look like when we deliver a better experience to the customer, we had a few ideas. With digital now the new front door and initial touchpoint, we helped to position content that is crisp and clear so customers could engage with ease and easily understand how ethical investing could improve their lives and the world as a whole.
Customers want more transparency and easy access to information.
We made important features easy to access. When new customers need to find information and options, they are easy to discover. Existing customers could quickly access the information and digest the right information at just a few clicks.
Customers wanted access to their investments and portfolios online, so we’ve created one of the best in class portals, enabling instant access to information and folio management.
Users can now easily understand plan options, types of product and the performance potential of each fund without the needing investment experience. Quickly reviewing opportunities funds to meet the needs of wholesale customers and retail investors.
We’ve met customer expectations by delivering a digital experience that is not only simple and easy to use, but gives access to information in the way they want it.
Throughout the engagement, we worked iteratively to continuously best deliver the perfect customer experience.
• 3x Increase in visitors
• +200% Growth in New Clients
• +700% Enquiry growth