Driving Digital Excellence in Asset Management
UX, content, data & tech: full digital transformation for Raiffeisen Capital Management
About the client
Under the umbrella brand Raiffeisen Capital Management, Raiffeisen Kapitalanlage-Gesellschaft m.b.H. (Raiffeisen KAG for short) is a 100% subsidiary of Raiffeisen Bank International AG, making it part of the largest banking group in Austria. As of the end of June 2024, it manages assets worth €44.4 billion and, with a market share of 19.6%, ranks among the largest fund management companies in Austria.
We supported Raiffeisen Capital Management in a full-cycle transformation of their web presence - from analysis and concept to implementation and continuous development. Based on user data, market research and a technical audit, we created a scalable, insight-driven platform that now delivers better usability, clearer content, and smart fund data visualization.
At a Glance
Objective
Understand user behavior, reduce drop-offs, and create a scalable digital presence that better supports customer journeys for retail and institutional clients, reflects business goals, and complies with fund-related legal requirements.
Solution
We turned insights from our user data analysis, technical audit and process review into a cohesive digital strategy. The solution is a platform that includes user-centric design, fund data logic and editorial excellence.
Result
We delivered a compliant, scalable platform designed for both retail and institutional users - making fund data accessible, journeys intuitive, and content tailored to each audience group.
Raiffeisen Capital Management partnered with us to rethink and relaunch their digital presence. The project unfolded in four phases: analysis, concept, implementation, and long-term development.
In Phase 1, we audited their existing site and user data, revealing gaps in the customer journey and high drop-off rates. We complemented this with market and customer research and a technical audit, which uncovered immediate areas for improvement.
Phase 2 focused on turning insights into action. We worked closely with stakeholders to define requirements and develop a fully documented concept - UX click dummies, technical architecture, business logic, and measurable goals. A custom tracking concept and editorial guidelines ensured that both content and performance could be optimized long-term.
During Phase 3, we implemented the new site. One of the biggest challenges was displaying complex financial data - particularly fund information - in a way that’s clear to users yet legally compliant. We solved this with API integrations and developed dynamic visualizations tailored to different user needs.
In Phase 4, we transitioned into continuous improvements, including workshops, optimizations, and new digital features like a Fund Finder. What started as a relaunch became an evolving platform - with real business impact.
Phase 1: Analysis
We conducted a full audit of the existing platform: evaluated user data, identified drop-off points in the customer journey, and uncovered technical and content-related quick wins.
Phase 2: Concept
We developed a concept covering UX design, technical architecture, business logic, tracking setup, and editorial guidelines. The foundation for a measurable, scalable, and content-smart platform was created.
Phase 3: Implementation
We built the new platform with a strong focus on customer needs - designed to be user-friendly for different customer groups, legally compliant, and data driven. Key modules were implemented iteratively, ensuring quality and stakeholder alignment.
Phase 4: Optimization
After launch, we supported the client with enhancements, tracking insights, and continuous improvements. Identifying even more potential for user-centered products lead to several implementation projects in the following months.
Summary
About the project
We guided Raiffeisen Capital Management through a full website transformation - based on user data, market insights and technical audits. The result: a scalable platform with smart fund data visualizations, improved UX, and digital product innovation like the Fund Finder.
Services provided
- Market & User Research
- UI/UX Expert Analysis & Design
- Agile Product Development
- IT Architecture, Front-End and Back-End Development
- Process automation & Integration with Existing Systems
- Performance Optimization
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