Colonial First State
Beautiful design, precise engineering.
Challenge
Colonial First State (CFS), a foundational name in Australian wealth management, faced a significant gap: their digital presence did not reflect their market reputation or meet the modern expectations of Australian investors.
The core challenge was two-fold:
- Mismatched Reputation: CFS needed a digital ecosystem that matched its established status and credibility in the financial market.
- Poor Digital Experience: The existing digital platform failed to provide a robust, engaging experience necessary to attract new clients and retain current ones, leading to potential attrition and stagnation in funds under management.
Solution
As Head of Design, I led a four-phase comprehensive transformation spanning strategy, design, and technical implementation to deliver the new digital ecosystem. This rigorous approach began with Discovery, aligning stakeholders and synthesizing competitive and user insights, which then informed the Design & Implementation phase. We developed the entire experience architecture, established a new design system with over 60 reusable components to ensure a flexible CMS experience, and continuously refined the solution through prototyping and user testing, providing detailed design specifications for agile development and seamless technical deployment.
Results
- $11.8 Million increase in Superannuation funds under management (FUM)
- 21% uplift in overall website engagement
- $320 Million in retained FUM
- 4% decrease in attrition compared to the previous year, proving that our user-centered design and technical implementation successfully met critical business objectives.








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