Charles Stanley

Delivering share trading and secure payments via a mobile app

A phone peeks out of the top pocket of a blue shirt, displaying the Charles Stanley app.

A digital roadmap for a historic wealth management firm

Charles Stanley has been a leading name in personal investment and finance since 1792. With a strong heritage in wealth management, the business recognised the need to continue evolving its digital experience to meet changing customer expectations and support a new generation of investors.

With two existing mobile applications — My Charles Stanley, designed for clients using its discretionary managed service, and Charles Stanley Direct, supporting online trading customers — Charles Stanley wanted to improve the usability, functionality and future potential of both platforms.

Apadmi was brought in to review the existing apps, identify opportunities for improvement and help shape the next stage of Charles Stanley’s digital offering.

Shaping the future of digital investment

Charles Stanley’s goal was to strengthen its current mobile experience while ensuring its products remained relevant in an increasingly digital investment landscape.

The focus was on understanding how the existing applications performed from both a user experience and technical perspective. This included reviewing the UX, codebase and opportunities to introduce new functionality across both apps.

Focus Areas

  • Improving the overall user journey.
  • Reviewing existing functionality and technical performance.
  • Exploring future features, including registration, payments and account opening.
  • Enhancing security and customer engagement.

Key Improvements

  • A simplified user journey to reduce complexity.
  • Google Firebase Analytics integration to provide deeper insight into app usage.
  • Trading functionality within the Charles Stanley Direct app.
  • The ability for users to make payments into their accounts.
  • Live chat through Intercom integration, helping customers connect with support directly in the app.
  • Enhanced security through memorable word protection alongside PIN access.
A phone rests on a brown chair, displaying the Charles Stanley app.

A transformed mobile offering

The initial enhancements have helped create a more streamlined mobile experience, introducing new functionality while improving engagement and accessibility for users across Charles Stanley’s services.

“Apadmi’s mobile expertise and guidance has helped us to transform our mobile offering and make the most of the services we’ve created. Their streamlined development process ensured our apps offered everything we anticipated and more.”

Paul Searby, Interim Head of Digital, Charles Stanley

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