Service areas

Experience Design
Prototype
Usability Testing

About

Aditya Birla Capital offers a variety of financial products from Insurance to Mutual Funds. It ranks among the top 5 fund managers in India.

The challenge

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.

novice users

emotion towards finance

Our process

problem

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.

solution

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.

solution

assistant widget

Introduced a conversational element to provide assistance.

intuitive forms

Designed simple interactive forms with progressive disclosure.

problem

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.

solution

Visualised financial roadmap / life

Tool visually mapped users goals to provide recommendations based on family structure and helps visualise goals on a timeline

problem

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.

solution

One stop financial plan

All recommendations in one place and a lifetime guide. Something that you can come back to.

way forward

COOKING APP

Little Chefs

BOOKING WEBSITE

Royal Opera House

RESEARCH PORTAL

Godrej