Investors TFI in numbers
Data as of 30 December 2022
The need for a modern and easy-to-use tool
Investors TFI fully understands how important it is to have a modern tool that presents the company's activities transparently and allows for effective information campaigns.
"We offer over 20 investment funds under various strategies. This gives you a wide choice. We wanted our new website to focus much more on presenting solutions that meet specific client needs. It was also important to create an extensive educational section providing knowledge both for those who are starting to invest in funds and for more advanced investors who want to create their own portfolio of funds and therefore learn the differences between the individual products" - Director of the Marketing and Communication Department of Investors TFI S.A.
e-point was chosen due to our experience in designing and building portals for the financial industry, including entities offering investment funds.
Work on the new website has included:
- Changing the information architecture and a clearer presentation of content
- Modernisation of the graphical interface
- Adapting functionalities to current trends
- Implementing a tool that we find easy to use
- Developing a mobile-friendly portal
Some legal requirements and difficulties faced by website moderators
Adaptation to legal regulations
In the case of companies from regulated industries, it is crucial to consider the imposed legal requirements. Presenting information on the funds and the company’s activity must be consistent with what the law dictates. Legal regulations are subject to frequent changes, which requires the need to adapt the scope of the information presented.
For this reason, the website must provide maximum flexibility in the manner and scope of how it presents this content.
Quick response to dynamic events dictated by the market
Every business day, the Transfer Agent sends information on quotations to the funds, and valuations are uploaded to the portal automatically. The editor needs to have an efficient tool that allows it to respond to emergency situations. An intuitive tool is essential in this case.
One command centre for an extensive product portfolio
Investment funds offer a number of different products, so it is quite a challenge to place them all within a single command centre. For example, the Investors TFI Employee Capital Plans (PPK) website layout was previously different due to the inflexibility of the previous CMS. This negatively influenced the customer experience and the work of our editors, who were unable to create many visually coherent websites.
What was our strategy?
The project was created by a number of interdisciplinary teams:
- Design and Concept - Senior UX Designer and graphic design team
- Implementation - Frontend and Backend Developers and testers
- Hosting team
- Project Management - Project Manager, Lead Developer, Systems Architect.
We worked under a fixed-price model, and completed the implementation in 5 stages: