Case Study: Davy Select achieves a secure, user-friendly investment portal with Communicraft

Davy Select boosts new user registrations and client usage with Communicraft

The customer, Davy Select, faced the challenge of modernizing its online trading and wealth management services. Their existing client portal lagged behind consumer expectations for seamless, user-friendly digital experiences in the finance sector. They tasked the vendor, Communicraft, with creating a secure and easy-to-use web application to serve as a new client portal.

Communicraft employed a user-centered design process, utilizing extensive user research and usability testing to develop the myDavy platform. The solution included interactive prototypes, bespoke recommendations, and forecasting visualizations. The agile development was conducted in close collaboration with Davy's own team. The resulting myDavy portal far exceeded commercial expectations, achieving high new user registration and client usage rates and representing a huge leap forward for wealth management platforms.

Davy Select