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Case study · Investments and unit trusts

Your unit trust balance and statements, opened with your face.

We built UTC's eStatements portal in 2017. The UTC Smart App puts that same account on customers' phones, with today's fund prices, their balances and their statements one tap away. It's on the App Store and Google Play as Unit Trust Corporation.

Young professional checking his phone in an office lobby
Client

The Unit Trust Corporation of Trinidad and Tobago

Industry

Investments and unit trusts, Trinidad and Tobago

Services
App designApp developmentSystems integration
In the stores as

Unit Trust Corporation

What customers can do today

Six things a unitholder can do from their phone.

  1. Register with their UTC number

    Checked against UTC's own records, then confirmed with a code sent to their email

  2. Log in with face or fingerprint

    Switch it on once and skip the password after that

  3. Check today's fund prices

    Bid and offer prices for every UTC fund, uploaded daily by UTC's team

  4. See their balances

    Fetched live from UTC each time the app opens, never stored on the phone

  5. Open their statements

    One tap from the home screen opens their eStatements, already signed in

  6. Use one account everywhere

    Register on the web or in the app and the same login works in both

Home screen with total balances in TTD and USD and quick access to fund prices, eStatements and UOn
Home
Net Asset Value screen with bid and offer prices for each UTC fund
Fund prices
Move Money menu with Fast Transfer, Send Money, Receive Money and Account Transfer
Move Money
My Account screen with personal details, settings, support and social links
Account
In app store review now

Move Money, the next release. Customers will be able to send money to another UTC account by scanning a QR code, move funds between their own accounts and see their full transaction history. A photo ID and selfie check confirms it's really them before any money moves.

Full case study coming soon

How we put a new app on a connection UTC has trusted since 2017.

The full story, with the sign-in design, the staff portal and the Move Money release, follows once it's live.

Next case study

Central Bank of Trinidad and Tobago · A modern site for the central bank.

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