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

industry
Fintech
team size
10
country
Switzerland
Client Name
Plattform Säule Schweiz (PSS)
Retirement investment platform: Driving customer satisfaction to 92% with interface optimizations
Retirement investment platform: Driving customer satisfaction to 92% with interface optimizationsRetirement investment platform: Driving customer satisfaction to 92% with interface optimizations
Retirement investment platform: Driving customer satisfaction to 92% with interface optimizations

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.

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

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%.

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

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.

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

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%

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

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.

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

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

Retirement investment platform: Driving customer satisfaction to 92% with interface optimizations
Retirement investment platform: Driving customer satisfaction to 92% with interface optimizations
Investment Assistant Platform | Darly Solutions Portfolio
5.0 avg rating

Testimonials

The responsiveness, attention to detail and high-level communication from Darly Solutions was outstanding. Communication with the team was all online and was absolutely seamless. They were highly responsive, worked to tight deadlines and provided great feedback and communication throughout the entire project to ensure it remained on schedule and all quality requirements were being met. They exceeded all of our expectations, from design through to delivery.

Kieran Donovan
Kieran Donovan
Managing Director, Corporate Advisory Firm

LLC Darly Solutions's team performs well since the collaboration started. They are fluent in specific programming languages, they are also fluent in English, and they have a great response time. What is most unique and impressive about Darly Solutions is that everyone in the team is inherently communicative and understands the expertise of their respective fields. The team is very agile and can predict stress situations in which we work together to fix and maintain.

Carol Arao
Carol Arao
Product Owner, Software Development Company

Darly Solutions' work so far inspires confidence, as they're skilled and trustworthy. The health platform is incredibly happy with their work. The team at Darly is communicative, responsive, and responsible. I’d recommend them to people looking to do more than build a simple little software.

Jürgen Bröker
Jürgen Bröker
Executive Director, Healthcare Platform Co.

By collaborating with Darly Solutions, there is a significant improvement in the project's quality of codes compared to their original codebase. They lead efficient project management and keep the client updated with their reports. They're a flexible team that delivers promising results. They don't just do as they're told, they actively participate in the design process, which is going to yield us a much better platform in the end.

PJ Fisher
PJ Fisher
Head of Tech, Software Consulting Firm

Darly Solutions was able to develop the site with all functions running. The team was responsive throughout the engagement. They excelled at scheduling and delivered projects on the specified timeline. The whole team was a pleasure to work with. I am very glad that I entrusted them with my project, this is the best company for me!

Inna Netudikhata
Inna Netudikhata
CEO, Mama Travel

The quality of their work is very high, and we get very good customer feedback on what our site looks like. They're very reliable and have a great overview of the technologies they're using. They meet our deadlines and are very accurate with their time estimations on a project. In addition, they're responsive and great with communication with a great command of English — it's very easy to talk to them. Moreover, we've integrated them into our development and scrum process, where we have daily stand-ups with their project manager and developers through Slack.

Felix Leontyev
Felix Leontyev
Head of Technology, PSS AG

LLC Darly Solutions are highly skilled at UI/UX and follow very good engineering standards, and have been very professional in its approach to all the work to date (including the initial consultancy, which was the deciding factor). They have taken ownership of the work in way that demonstrates how much they value the work they are doing and consequently the work we are doing. I am gaining confidence that the decisions they make are good decisions and that this will result in a product that will exceed our initial expectations.

Gordon Lang
Gordon Lang
CTO, Vidina Solutions Ltd

Darly Solutions developed the app in a quick manner, and the code quality was excellent. The professional team was committed to building a successful product. The code quality was good, and the app has been built in a little more than 1 month, which is a result I'm very happy with. They were laid back but professional at the same time.

Piotr Nowakowski
Piotr Nowakowski
Founder, 79 Characters, Inc.

Darly Solutions’ work helped my business tremendously. They were able to identify key areas for growth and improvement. The team was communicative and professional throughout the entire engagement. LLC Darly Solutions is a solutions-oriented vendor that drives results. They’re really professional and they know what they’re doing. The team knows how to identify my problems and solve them.

Maiza Simeon
Maiza Simeon
Founder, Food App Startup

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