Customer experience for digital investment advice

Target-based investing - digitally supported

VP Bank relies on goal-based investing, an innovative concept in advising its clients. Instead of just looking at returns, the focus is on specific life goals: financing children's education or providing for old age. Depending on the goal, a suitable investment solution is found.

A change process with digital power

To enable advisors to implement this new approach in their day-to-day work, smartive has designed and specified a digital platform together with VP Bank. This tool guides clients and advisors through the advisory meeting and anchors the new approach in practice.

Design sprint and user testing

As part of a design sprint with user testing, we designed the most complex elements together with the experts at VP Bank. In user testing, advisors were guided through the process with their customers. The feedback was integrated - for advice that really works.

Simply convincing: UX and UI

Once the most complex parts of the product were clear, the user journey was developed further in close collaboration with Business Development and the consultants. The result: a user-friendly, clear interface that optimally supports advisors in the process. Complex financial relationships can now be easily illustrated.

Technology that fits seamlessly

As part of the requirements engineering process, we precisely recorded and specified all technical requirements. In this way, we ensure that implementation is efficient and without delays and that the digital tool is perfectly integrated into the existing infrastructure.