- 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
Establish the main objectives of the project and the times and methods of execution and sharing.
Explore design solutions to design the best user experience.
Verify the quality of the design, with a view to constant improvement.
Study as-is and users to set project requirements to support the business.
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.
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.
CV, location, financial news, skin and splash page for the promotion of the commercial offer, appointment requests.
The Private Banker also has access to PDV materials for printing, brochures, presentations, uploaded directly from Central Marketing.