Capturing the next generation of customers.
Over the past 80 years, Forsyth Barr has evolved from simple stockbroking to sophisticated investment advice for Kiwis from Cape Reinga to Bluff. The firm has enjoyed huge success based on its peerless reputation, but its web and app platforms were beginning to show signs of age. A renewed focus on technology would be required to deliver on its commitment to clients.
Native app and website development ran side-by-side with a brand refresh to ensure the platforms looked as good as they performed. For both the public and (secure) client areas of the website, we rationalised and clarified the overall information architecture to provide clear and consistent access to the information that mattered most. We also did a mountain of work on the integration of APIs that pulled critical data from Forsyth Barr and Thomson Reuters.
Forsyth Barr’s truly integrated platform is built in a way that can be extended into the future.
A beautifully simple interface allows clients to explore their holdings, catch up on market news and results, and browse Forsyth Barr’s award-winning research, thanks in no small part to user testing with clients and advisers which helped us refine the initial release. On top of all this, we created a new digital publishing tool for Forsyth Barr’s award-winning analysts to deliver digital research.
Right on the money
Forsyth Barr now has a truly integrated platform that’s built in a way that can be extended into the future. It’s more modern, fully responsive, and faster. Thousands of clients have been migrated, and a team of New Zealand’s best financial analysts are now publishing content more efficiently. Our Agile delivery team continues to release ongoing enhancements based on feedback from financial advisers and clients.