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Saxo Bank succeeds in digital innovation with a leading investor platform

Overview

Saxo Bank connects people to investment opportunities in global capital markets. As a provider of multi-asset trading and investment, Saxo Bank strives to empower people with a user-friendly and personal platform experience that gives them exactly what they need, when they need it, no matter if they want to actively trade global markets or invest into their future.

The investor platform is the core of the Saxo Bank offering to our in customers and a key differentiator. Staying ahead of our competitors by exceeding market expectations to the customer experience is a constant strategic priority.

Martin ChristiansenHead of Platform at Saxo Bank

Business Objective

Saxo Bank had been developing a new investment platform where investors could manage their investments through their smartphone or computer with additional app functions that offered a number of tools to help with investment decisions.

Saxo Bank wanted to understand the use and satisfaction with the current solution, as well as apply an iterative process as they developed their new solution.

Solution

To get the best overview, UserTribe tested iteratively with a number of investors every step of the development process, from evaluating the existing platform to prototyping until launch. By helping assess elements across the platform, Saxo Bank gained insights into their customers’ opinions: what drove them to use the platform, as well as what they could improve – speeding up development while optimising new functionality, features and content.

With viable human insights coming from both the mobile and desktop versions, Saxo Bank was able to successfully maneuver its platform to be one of the most responsive on the market.

Result

UserTribe was able to provide digital development with the right insights every step of the way by involving their customers in assessing and optimising the new platform. The results talk for themselves as Saxo Bank went on to win the Best Platform for The Active Trader Award 2019.

Saxo Bank

Saxo Bank is a leading Fintech specialist focused on multi-asset trading and investment and delivering ‘Banking-as-a-Service’ (BaaS) to wholesale clients. With their online trading platform, Saxo Bank provides private investors with the same tools and market access as professional traders, large institutions and fund managers – facilitating the global financial markets.

100 bn DKK

daily average turnover

2.100

employees

170

countries active in

125.000+

daily executed trades

Democratising investment

Democratising investment and trading, giving everyone access to global capital markets and equal opportunity to strive in a financial environment.

Unrivalled platform

An unrivalled platform, that enables customizable trading and investment strategies whilst being able to analyse and risk manage wealth with proficient tools

Transparency

Transparency, increasing transparency within the financial services industry through publishing key business figures as well as disclosing dealing practices.

Win-win relationships

Win-win relationships with clients and partners, decreasing costs whilst increasing accessibility and transparency in, among others, the foreign exchange industry.
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