Aditya Birla Capital offers a variety of financial products from Insurance to Mutual Funds. It ranks among the top 5 fund managers in India.
Introduce a novice user to the idea of securing their financial future with Aditya Birla Capital.
The business wanted to create a life long relationship with their customers who are new to finance, by offering a consolidated tool that makes it easy to plan and monitor their financial health.
Too many mandatory input fields; intellectual load leading to users leaving the site.
For the tool to produce recommendations, certain information from the user was mandatory. This made the whole process long and tedious for the user.
A visual representation of users and breaking down the process in consolidated 4 step journey
We used progressive disclosure as a technique to keep people motivated and provided value for them to move ahead in the process.
Inability to comprehend implications of aspirations and finances
People oblivious to the concequences to their financials actions and find it difficult to work towards a concrete plan that helps achieve their aspirations.
Visualised financial roadmap / life
Tool visually mapped users goals to provide recommendations based on family structure and helps visualise goals on a timeline
Multiple tools and scattered recommendations
Users went to different websites to calculate their money health across internet. Scattered information made it difficult and intermidating for the user.
One stop financial plan
All recommendations in one place and a lifetime guide. Something that you can come back to.