MBSI

Project overview

MB Structured Investments is a London-based financial firm specialising in structured investment products for both retail and professional investors. I was tasked with designing an intuitive app version of their website — one that maintained the clarity and professionalism of their brand while delivering a user-friendly, interactive experience. The goal was to ensure the app was just as informative and easy to navigate as the website, catering to their target audience of experienced investors and financial advisors who require quick access to product information, performance data, and key documents. Particular attention was given to clear visual hierarchy, accessible language, and seamless functionality to support decision-making on-the-go.

Features overview

Mobile App Features – MB Structured Investments

• Product Catalogue at a Glance: Designed a clear and scannable homepage showcasing available investment plans, grouped into categories (e.g. Kick Out Plans, Income Plans) for quick access.
• Detailed Plan View: Built dedicated product pages displaying key investment info including term length, counterparty, linked index, capital risk barrier, tax treatment, and deadlines.
• Reserve Product Workflow: Developed a step-by-step reservation form allowing users to submit investment details such as pension provider, investment type, and estimated transfer date.
• Document Downloads: Integrated downloadable PDFs for each plan — including product brochures, key information documents, and terms & conditions — to support due diligence.
• Responsive, Intuitive Navigation: Implemented a clean and familiar mobile navigation experience with "back" links and a hamburger menu for seamless browsing.
• Action-Driven Interface: Highlighted clear call-to-action buttons like Reserve Now to guide users through the journey from exploration to engagement.
• Consistent Brand Styling: Applied a professional visual language aligned with the firm's tone — ensuring trust, clarity, and compliance were front and centre.

Impact

The result is a clear, trustworthy app experience that makes complex structured-investment products easy to browse, compare, and act on — extending the firm's professional brand into a focused mobile journey.