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Case study · Investments

Seven questions, and you know where to start.

Bourse Securities helps people in Trinidad and Tobago invest, through stockbroking, mutual funds, bonds, repos and retirement plans. That's a lot of choice for someone with savings and no idea where to begin. We redesigned the website so people can narrow the choice themselves, with a seven-question Selector and two calculators, before anyone picks up the phone.

Bourse Securities homepage hero reading Every Goal, Every Stage, Every Solution
Client

Bourse Securities Limited

Industry

Investments and brokerage, Trinidad and Tobago

Services
Information architectureWebsite designWeb developmentInteractive tools
The brief

A first-time investor can't tell a repo from a mutual fund.

And they shouldn't have to before asking for help. Bourse sells five kinds of investment, from stockbroking to bonds, to people and to companies. The old site listed every product and left visitors to work out which one fit. The new one had to do that work for them, then make it easy to talk to someone.

The results

On Google for "buy shares trinidad"

People used the Investment Selector in its first year

Google mobile results in Trinidad and Tobago, checked 19 October 2026 (Mangools). Selector users from GA4, October 2025 to September 2026.

What we built
  1. An Investment Selector

    Seven questions about goals, risk and time, matched to Bourse products

  2. Two calculators

    Retirement savings and compound interest, each with a growth chart

  3. Market data on the homepage

    The day's TTSE index summary and Savinvest fund prices

  4. Five research tabs

    Bourse Report, weekly reviews, investor education, trade summaries and fund prices

Live on bourseinvestment.com, checked 19 October 2026.

Screens from the Bourse Securities Limited website.

Investment Selector

One question at a time, like sitting with an advisor.

The Selector talks to you the way an advisor would. Are you investing for yourself or a company? In TT dollars or US? For income or growth, and for how long? Seven questions later, it shows the Bourse products that match your answers, with a way to talk to the team.

Investment Selector question one of seven, asking whether you are investing as an individual or a company
Calculators

If you're saving too little, it tells you in red.

The retirement calculator asks your age, what you've saved and what you put away each month, then shows what you'll have and what you'll need. If you're short, a red badge says You're Off Track. The compound interest calculator does the same for a single lump sum, with a chart you can export.

Retirement calculator with total savings at retirement, an off track warning and a growth chartCompound interest calculator with principal, duration and rate fields beside a growth chart
Research and market data

Today's index summary and fund prices, on the homepage.

The homepage carries the day's stock market summary and the latest mutual fund prices. Research Access gathers the Bourse Report, weekly reviews, investor education, daily trade summaries and fund prices behind five tabs, so nobody has to dig through a news feed for last week's report.

Research Access with tabs for Bourse Report, Weekly Review, Investor Education, Daily Trade Summary and Mutual Fund PricesHomepage services section for institutional and individual investors
Campaign pages

A landing page for every campaign.

Bourse runs campaigns for mutual funds, stocks and repos. We built each one its own landing page with a short enquiry form, so a click from an ad lands on the right product and reaches the client relationship team. Every Goal, Every Stage, Every Solution became the homepage message too.

Every Goal, Every Stage, Every Solution campaign page with a Find Your Product buttonCampaign enquiry form asking for product interest and investment amount
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