What we made
Investing is no easy process, and Intridea was tasked with solving the innate UX challenges that come with bank transfers, communicating with users of varied technical proficiency, as well as designing a site that’s friendly, simple and straight-forward.
From start to finish, from desktop to mobile (and all viewports in-between), Vested’s Payment Process Flow is smart and easy to understand.
Vested’s Measure of Success is an Elegant, Intuitive Payment Processing Flow:
Transferring money from multiple bank accounts is a complex process. The sensitive nature of personal fund handling is made easy and comfortable for the user with Vested.org. Whether you prefer investing via phone or from your desk—the payment flow is consistent, easy, and smooth on any device.
The intuitive investment experience masks a complex backend. Vested.org’s investment flow uses multiple account types (savings and checking) and ACH transactions; each transaction type happens on a different timeline. Using the Bancbox API, Intridea built the backend that verifies investor identity, facilitates these transactions, and tracks investments as they mature.
Every user creation, purchase, disbursement, and interest payment is also updated on Salesforce via the API. Vested.org investments can be tracked in real time via the Salesforce dashboard, equipping Calvert Foundation with real time reporting and a flexible dashboard for tracking metrics.
