CMC Invest | An investment company for everyone

Jenna Patrick

UX Researcher
UX Designer
UI Designer
Contentful
Figma
Miro

CMC wants to be the chosen investing platform for hard working people who want to invest for their future, their families and build financial security. With the goal to To empower every customer to achieve their financial wellness.

CMC Invest have a long running relationship with the agency The Crown and Co, i worked with them to develop the next iteration for the website. With a successful app launch and a better understanding of who the CMC Invest customer was, they were ready to uplift the website to feel better aligned with other financial service providers and solve their growing customers needs.
We wanted customers to feel that CMC Invest is on their side, transparent, accessible, informative and here with customers every step of the way.
Example of updated design
Example of updated design
We started with an extensive discovery stage which consisted of a full site audit, data deep dive and a website and content review. For every hypothesis we presented off the back of this, we supported this with real feedback and data. We pulled together one pagers of jobs to be done, areas to continue testing and learnings we hoped to capture as part of our ongoing work for CMC Invest. As well as a redesign the platform was also migrating to Contentful, which gave us the opportunity to upscale the design system with new modules and variants. Tweaked to provide a seamless experience between app and website. We borrowed UI and patterns customers were already used to, but adapted them for website.
Snapshot of site audit, customer data, persona work and feedback collected
Snapshot of site audit, customer data, persona work and feedback collected
Hi-fidelity wire-framing
Hi-fidelity wire-framing
Snap shot of design library
Snap shot of design library
The brand started to develop quite holistically alongside the design, we wanted more space for the content to breath. Short and sweet where possible with engaging animation to help tell a story succinctly.
Example of redesign
Example of redesign
We also overhauled what we called ‘self service’ on the site, we wanted customers to feel encouraged and supported throughout their investing journey.
For example we introduced a module that allowed customers to tailor the information on certain pages, which would then take them away to the Learn hub to find out more. Clear labelling to Guides, 101’s and The CMC Community were available to the customers throughout to enable customer to invest confidently. https://www.cmcinvest.com/en-gb/
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