Digital consultancy - Helping customers manage their financial future

The Davy Group is one of Ireland's leading providers of wealth management, asset management, and financial advisory services.

We have been working with Davy since 2011 and advise and support the Group to enhance and evolve the delivery of financial services to their customers. We have helped design the Davy Select trading and investment platform that provides clients with a suite of sophisticated online tools to manage and grow their investments.

We have supported Davy’s Research practice to disseminate and manage the delivery of insights to customers. We have also redesigned the Davy.ie corporate online presence that presents the Group, its services and team to a global audience.

We provided a range of services that included:

  • Stakeholder consultation to establish and define business requirements and expectations for new digital products
  • Prototyping and development of information architecture and technical specifications for products
  • Consultation with Davy clients to validate product strategy
  • Research and analysis of new digital technologies
  • Design of visual identity and user experience to help customer utilise and manage their accounts
  • Development of templates and front-end specifications for development by Davy's internal IT development team
  • Creation of targeted campaigns to recruit and educate customers
  • Ongoing support for digital initiatives

Davy - Digital consultancy - Helping customers manage their financial future