Do your new customers often seem overwhelmed by the complexity of your products? Now you can give them not just a catalog but an interactive portfolio-building tool. Live product data and scenarios customized to their profile will make it easy for them to construct the portfolio they want.
- Swiss private bank’s presentation of investment products in PowerPoint was overwhelming to prospects.
- Static slides made it difficult to compare costs and returns of products.
- Prospects often walked away without making a decision: negative impact on bank’s revenues.
- An interactive product exploring application
- Gain/loss simulations based on customer’s individual age, gender, and investment style.
- Prospects could continue using application on their own mobile phone by scanning a QR-code.
- The bank can capture prospects’ profile and leverage it to present the most relevant product portfolios
- Prospects feel more engaged.
- Enhances the image of the bank as being digitally savvy.
The working prototype was built in just 15 days of effort.
The Olympe platform can handle multiple simultaneous developers, allowing the bank’s business analysts to build alongside our developers.
Executive sponsors could see a new iteration of the application almost daily.