CLIENT
BANCA GENERALI
YEAR

2017

SERVICE
  • Experience Design

Transform Digital Banking

Brief and goals

In order to transform digital technology into a strategic business lever, reviewing the relationship and interaction model between Consultants and Customers, Banca Generali involved Softec in a co-design process to completely redesign the customer’s multi-touch experience.

The Objective Design process focused on improving Customer Experience, providing customers with digital tools to interact quickly and securely with the bank, and to enhance training and collaboration between Banca Generali consultants.

The five phases

of the

Design Process

DEFINITION

Establish the main objectives of the project and the times and methods of execution and sharing.

DISCOVERY

Explore design solutions to design the best user experience.

MONITORING

Verify the quality of the design, with a view to constant improvement.

ANALYSIS

Study as-is and users to set project requirements to support the business.

DESIGN

To plan, together with the stakeholders, the form and function of the digital product or service.

An App for an easier life

The innovative App Digital Collaboration allows Banca Generali’s costumers to consult, from mobile or tablet and in a simple and fast way, the investment proposals agreed with the consultants.

https://www.youtube.com/watch?v=xV1kwXYbOIk

BG Store:

an Hub to have

all your apps at hand

The BG Store App was created with the aim of providing Banca Generali with a collecting hub for all the apps related to the banking services made available by the Bank. The customer is accepted, from the first access, by the reference Consultant, contacted directly by the app itself.

CONSULTANT PERSONAL PAGE

Integrated with the Bank’s Intranet, it allows you to customize the content of predefined touchpoints from the Central Marketing.

RELATIONSHIP WITH THE CUSTOMER

The tools available on the back-end allow you to communicate with the customer quickly and easily by sending commercial material, invitations to events, digital business cards, collect and manage appointment requests.

UPDATE

CV, location, financial news, skin and splash page for the promotion of the commercial offer, appointment requests.

CONSULTING

The Private Banker also has access to PDV materials for printing, brochures, presentations, uploaded directly from Central Marketing.

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