TD Investing is one of the UK’s most prominent online investment providers, part of a global corporation that delivers a range of share dealing, SIPP and other investment solutions.

We were required to help the UK team improve its customers’ online experience as well as develop a strategy to migrate their website to a new platform, with minimal risk to their current organic performance.

The approach

Our first approach was to develop a number of internal training sessions with multiple product owners within the company. The topics included all aspects of conversion rate optimisation, the tools and strategies needed as well as a tailored review of the current website.

Once the training sessions were completed we then sat down with the developer and content teams to create a migration strategy to the new technology platform. This required us to audit the site’s current data, highlighting potential bottlenecks that should be addressed. We also worked with them to develop a CRO strategy and testing plan to improve customer experience and conversion rates.

The results

The immediate impact was the ability for the team to develop a successful CRO strategy providing a more effective website which helped improve their customer’s user experience, increasing conversion rates by 30% within two months.

The site migration project is ongoing, but the team now have core SEO requirements at the forefront of the new development and we’ll continue to work with them during this process to ensure there is minimal risk to their current organic traffic levels, post migration.