Cindy Hu
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Investment Estimator

Investment Estimator

First Republic Bank

Eagle Invest is an automated, online investment management service at First Republic Bank.

This estimator is part of the Eagle Invest website refresh project, it allows the users to examine the impact of their financial contributions and to review their unique allocation breakdown compared to investors without professional management.


Challenges

Before the Investment Estimator exists, bankers had to rely on Excel spreadsheets to show clients the impacts and benefits of banking with Eagle Invest. It was difficult for the clients to compare and understand all the numbers, also was difficult to save or share results.


Goals

The idea is to create a playful experience for people who are interested in Eagle Invest. With this calculator, they can easily understand:

  • allocation breakdown

  • the difference between saving and investment account

  • the benefit of investing early

  • the benefit of recurring investment


Accessibility

This estimator is responsive to various device types.

The UI meets required contrast ratios for visual impaired users, the experience also available for non-sighted users with voice assistant.

 
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