Old Mutual InvestRight Website

Encouraging customers to plan, save and invest.

We were asked by Old Mutual to rebuild the InvestRight tool, which we originally created in 2008, to be responsive.
What we did

UX design

UI design

Web development

Old Mutual InvestRight is designed to help customers meet their financial goals. We created two useful interactive tools, the one calculates how much one needs to save, the other is a guide on selecting the most suitable Old Mutual funds.

We updated the UI design to be inline with the new Old Mutual brand guidelines.

The tools are built with HTML, CSS and Javascript to allow full functionality on all browsers and devices. An optional voice-over accompanies each page to give extra information on how to use the tools.

The Investment Tool results screen offers an interactive graph, which adjusts based on user inputs. The results data is seamlessly linked to Old Mutual’s online application form by clicking apply online.

Investment tool
Fund selection tool

Refresh have created 2 great online tools for OMIGSA (www.needright.co.za and www.investright.co.za), and a website for my church (www.pbc.org.za). I can confidently recommend the quality of their work, speed of operations, and designs.

Mark Pretorius

Head of digital marketing, Old Mutual Investment Group

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