Retirement investment platform: Driving customer satisfaction to 92% with interface optimizations

Project overview
Swiss residents looking to invest relatively small sums (under one million Swiss francs) to secure extra funds for their retirement don’t have many viable options. Banks charge exorbitant fees for asset management, and most investment software tools available on the Swiss market don’t cater to the needs of users in the 50+ age group.
Our client, Plattform Säule Schweiz (PSS; now called Finpact), noticed this underserved investor segment — and saw a business opportunity. That’s how the idea for its retirement investment assistant platform was born.
This platform would allow investors in the 50+ age group to build their retirement funds in a cost-effective, convenient way without going through a bank. It would empower users to plan investments on their own or do so with the help of the company’s advisors.
To ensure the interface is indeed intuitive, fast, and responsive, PSS needed an expert in frontend development and human-centered design. That’s why the company turned to us.
Services


Challenges
Our client’s main challenge was ensuring the interface remains intuitive for the platform’s target audience, Swiss residents in the 50+ age group. As portfolio management involves a lot of analytical data, we had to turn complex stats into easy-to-grasp insights with real-time visualizations. Registration and investment planning also had to be optimized for target users.
As a regulated digital Swiss asset manager, PSS also needed the platform to comply with stringent regulations. To that end, we had to implement a comprehensive, secure document hub to provide users with all required documents.
Finally, the platform’s existing structure needed some reworking to improve user experience. So, during the project, we had to enhance certain user flows and add new components, such as file uploading, form validation, and new charts for portfolio performance analytics.
An extensive discovery phase helped us zero in on our client’s key needs and requirements:
Strategic business needs
01 Deploy a fast, responsive retirement investment platform with UI/UX optimized for the target audience, Swiss investors aged 50+
02 Improve user flows based on additional user testing
03 Maintain compliance with applicable Swiss regulations within the platform
04 Achieve a user satisfaction score of at least 85%
05 Secure a customer engagement score of at least 80
Technical requirements
01 Conduct comprehensive user testing to optimize the platform’s structure for the target audience
02 Develop a fast and responsive interface optimized for all device types (mobile, desktop, tablet)
03 Implement a convenient and secure document hub for files like tax and account statements
04 Add easy-to-grasp charts for portfolio performance with support for real-time updates
05 Implement video conferencing features to enable users to call their advisors
06 Secure a system usability scale (SUS) scale of at least 80
07 Ensure a task success rate of at least 85% among the target audience
08 Reach the application performance index (Apdex) score of at least 90
Our iterative, data-driven approach to design and development will turn your product into a powerful experience


.webp)
Solutions
After the discovery phase, we got to planning, prototyping, and developing the frontend. To meet our client’s requirements, we settled on Angular as the main technology for powering the interface. Its cross-platform capabilities and performance-optimized syntax, along with better scalability, proved useful as the solution secured a 92 Apdex score within the first year.
To improve user experience, we tested our interface with the target audience. Based on multiple rounds of testing, we iteratively refined the user flows until the platform secured a CSAT score of 92% and a usability score of 89 with early users. Our many improvements, such as ZIP code autofill in the registration form, also helped increase the task success rate to 93%.
Available under three subscription tiers, the platform won over users with intuitive yet comprehensive portfolio performance charts, streamlined registration, and simple investment planning. As a result, the product secured an 84% customer engagement score within the first year



Simple registration
We optimized the registration form to minimize the number of steps required to complete registration while maintaining our client’s regulatory compliance. For example, we added city autofill based on the ZIP code. The form was also enhanced with file uploading and comprehensive validation rules to prevent incorrect data entry.
Thanks to all these improvements, the registration process takes less than four minutes, ensuring our client complies with KYC requirements under Swiss law.

Investment planning
The initial investment planning is part of the registration process. Thanks to a short questionnaire, users can set their investment goals, budget, and strategy — all within four minutes. At the same time, users can review and adjust their goals and strategy at any time in their profiles.
Thanks to our focus on visual communication in implementing investor profiles, the time on task for portfolio adjustments was brought down by 54% compared to the first interface iteration. The task success rates for these workflows, in turn, reached 94%.

Portfolio overview
This dashboard is the heart of the platform: it allows customers to review their portfolio’s performance in real time, with a detailed breakdown for each instrument and asset used. Based on user research, we suggested and implemented multiple improvements for the dashboards’ data analytics and visualizations to ensure any user can grasp the insights at a glance.
The charts and graphs we implemented provide a simple yet detailed overview of the investor’s portfolio performance in real time, enabling better decision-making. Early user feedback particularly praised our focus on intuitive visual communication in this dashboard, helping the solution earn a CSAT of 92% later on.

Responsive interface optimized for the target audience
We leveraged Angular’s powerful cross-platform web development capabilities to ensure the interface shows optimal performance on any device, regardless of the screen size. At the same time, we streamlined the platform’s multiple user flows to make the platform easy to use even for users without any prior experience in investment or portfolio management.
Thanks to the optimized platform structure and enhanced focus on visual communication, the interface helped the platform score a CSAT rate of 92%. The enhanced user experience also helped drive customer engagement to 84%

Document hub
In line with the client’s regulatory requirements, the platform allows users to review tax and account statements and download them in PDF format. We optimized document access and retrieval for convenience. To ensure data remains secure, in turn, we identified and mitigated potential security vulnerabilities in the frontend code.
Thanks to our optimizations, customers can easily locate and access all vital documents — without worrying about the security of their data.

Video conferencing
According to user research, the platform’s target audience wanted to be able to contact a personal advisor at any point in their journey. So, we integrated video conferencing tools to enable investors to do exactly that, all while ensuring connection security and UX intuitiveness.
Our attention to intuitive user flows allowed this feature to secure a 93% task success rate. Users also reported satisfaction with the video conferencing feature’s high performance, even during busy times of the day

Tech stack
Impact
With our help, PSS grew its platform into a premier digital Swiss asset manager, with assets spanning over 2,000 securities invested across 20 countries and 160 industries.
Our streamlined, responsive frontend development and UI/UX optimizations bore fruit. Our client saw tangible results, such as:
We can optimize it for better user experience, scalability, and performance while developing an interface that drives engagement.


Related case study
Connect with us
.webp)
We are a tech partner that delivers ingenious digital solutions, engineering and vertical services for industry leaders powered by vetted talents.