Case Study Client

Wealth Management Institution and Insurance Company

Objective

To digitalise the financial planning journey of our client with interactive visualisations that enable customers to understand their financial status holistically, and easily explore the different financial options available to best achieve their financial goals.

The Why: Problems

The traditional financial planning process requires customers to answer a long list of questions. The process, which is often tedious and complex, heavily relies on the static information and best guesses provided by the customers. The lack of flexibility to provide a more dynamic assessment often leads to inaccurate and unreliable results.

It was time to revamp the journey and provide the best-in-class financial planning service to our client’s customers.

• Mapping out the customer journey for different personas to identify potential gaps

• Implementing the digital financial planning solutions, and integrating them within existing sales journeys

• Enabling the digital financial planning services across different sales channels

• Ensuring the business readiness to implement the changes and realise the benefits

• Removed inherent complexities but enabled transparency in financial planning

• Allowed customers to explore all aspects of their life plans

• Provided customers a holistic financial plan in an intuitive and interactive way

• Enabled up-selling and cross-selling in the sales journey

• Strengthened the customer engagement through ongoing tracking.