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.
Solution
- 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.
Results
- 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.
15 days
The working prototype was built in just 15 days of effort.
Live co-development
The Olympe platform can handle multiple simultaneous developers, allowing the bank’s business analysts to build alongside our developers.
Faster-than-ever iteration
Executive sponsors could see a new iteration of the application almost daily.
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