Swiss Life Advice
An award-winning financial planning tool, designed to be used collaboratively by customer and financial planner.
About the client
Swiss Life’s mission is to enable people to lead a self-determined life. For over 160 years they have been supporting private and corporate clients in securing their financial futures.
⬤ 01. Challenge
Enhancing trust and collaboration in financial planning with the help of technology
⬤ 02. Research
Designing for multiple stakeholders: from executives to consultants and customers
We also identified a need for clarity and structure in the process as well as a consumer-friendly communication when explaining financial concepts to customers.
⬤ 03. The outcomes
A tablet tool that leverages communication, collaboration and saves the consultant 2 hours of work in each session.
A tablet tool that captures and visualizes data in real-time during consultations. The tool allows customers to capture their goals and dreams with drag and drop features, and financial planners can annotate forms and graphs with a sketch function. It also provides clear guidance for various consultation topics.
The tool has been used in thousands of consulting sessions in Switzerland, resulting in a two-digit increase in conversion rate and saving planners about two hours of back-office work per customer. Moving forward, the tool will promote better financial planning behavior, leading to fewer economic hardships.
iF Design Award 2023
"To digitize our paper-based approach, we had to rethink the entire process. [...] we ended up improving the experience a great deal; for both customer and financial planner.”