Prosperous future
HSBC Bank
Digital product design
HSBC Bank
HSBC had a requirement for a financial check-up project that would enable their advisors to provide more effective recommendations based on the actual needs of their clients.
Acquiring knowledge of the customer’s financial particulars and offerings is crucial for delivering outstanding advice.
When clients are hesitant to share financial information, have limited time, and face pressure from sales executives, it’s essential to find a place that prioritizes customer needs and builds trust from the beginning. That’s why we believe in the importance of financial health and a conversational approach to add value for our clients.
We conducted a study on the methods used by doctors, psychotherapists, and detectives to establish trust with their clients and gather the required information for diagnosis. Using this information, we developed a conversational approach that is direct and personal, which we then tested with actual users in a real-world setting.
Strategic design
Product design
Conversational design
UX design
Visual design
Strategic design: Francis Restoy & Aitor Gonzalez
UX design: Francis Restoy
Visual design: Aitor Gonzalez
Product Manager: Najla Ochoa
Testing the conversation
HSBC Bank
Through testing conversations with actual users in real-life situations, we discovered that individuals were pleasantly surprised and enthusiastic about the bank’s efforts to prioritize their financial well-being.
Furthermore, maintaining good financial health is important to many top-tier clients, even if their overall health score is high. The process of qualification and the subsequent interview helps motivate the client to make improvements in this area.
Connect needs with product
HSBC Bank
The conversation’s design progressed into a comprehensive product that provides recommendations for improving one’s financial health rating. These recommendations are based on the financial health indicators.
A dashboard has been created for executives, providing them with the most relevant information regarding the client, financial health, and objectives achieved during their conversations.
