Charles Stanley Direct App
Share trading and secure payments for a historic wealth management firm.
We delivered share trading and secure payments through a mobile app, transforming the digital roadmap of Charles Stanley, a historic wealth management firm.
Transform the digital roadmap of a historic wealth management firm while maintaining the trust, security and compliance expected by its customers.
Delivered a mobile app with share trading, account payments, in-app messaging and memorable word security alongside PIN protection.
- Transformed existing products and future digital experiences
- Conducted UX and code reviews to improve functionality and security
- Implemented share trading, account payments and customer feedback via in-app messaging
- Introduced memorable word security alongside PIN protection
Rated 4.5 stars on the App Store with 402 ratings, helping customers create a secure financial future.
Digital share trading opened a self-serve revenue stream that captured commissions from customers who would otherwise have avoided phoning an adviser. In-app payments accelerated funds settling into accounts, growing assets under management (the base every management fee is charged on) and lifting lifetime revenue per customer.