Challenge

  • CPI needed to communicate complex, highly technical climate finance data to a global audience – without compromising rigour or credibility and enabling users to explore the breadth of the data easily. Their platforms track global net zero investment, monitoring nearly 1,500 financial institutions across 67 countries, representing about $286 trillion in assets – helping inform policy, investment, and decision-making.

    They faced three key barriers:

    • Working within legacy systems

    Inherited infrastructure and data pipelines limited flexibility, scalability, and performance.

    • Making complexity clear

    The data was analytically thorough, technical, and constantly evolving. CPI needed visualisation approaches that improved understanding to a wider audience while maintaining rigour.

    • Building confidence and control

    CPI wanted to manage and update their platforms independently – and needed a trusted partner who could understand, consult and deliver the full scope of requirements across, UX, data and design.

The journey

  • Finance tracker tool before, second phase and final phaseThe transformation didn’t begin with a dramatic redesign or a single plug-in feature.

    Instead, we focused on incremental improvements to the existing experience – demonstrating measurable gains in clarity and usability. This built trust and created momentum for change.

    From there, we co-created a fully designed experience grounded in:

    • UX best practice and accessibility
    • Clear visualisation frameworks for complex finance data
    • Scalable, resilient data pipelines
    • Cohesive design and user experience principles

    This collaborative process revealed that thoughtful design could deliver far beyond the initial requirements, unlocking broader value across teams and stakeholders.

    Just as importantly, CPI gained the tools, confidence, and ownership needed to sustain and evolve the platforms long term.

Net Zero Finance Tracker

Results

  • Two platforms designed for clarity and long-term impact:

     

    • Intuitive, consistent user experience across both microsites
    • Clear visualisations that make complex finance data easy to understand
    • Automated data updates that keep information current and reliable
    • Faster access to insights for global decision-makers
    • CPI teams empowered to manage and evolve the platforms independently

     

    By transforming how climate finance data is presented and maintained, CPI can communicate insights more effectively to policymakers, financial institutions, and climate stakeholders worldwide.

Climate Action Portal

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