Online income assessment calculator to help customers determine the right financial plan to suit their needs. This project had consisted of metric analysis based on customer spending, saving and an oversight to the motivations and key journeys across the mobile B365 app, group website and usage of products across the bank. The project objective was to align the appropriate BOI products with the customers needs following the assessment completion.
Financial wellbeing was originally conceived as an SME needs assessment calculator for the Think Business web app. It's current version can be found here; This concept began as a guide to startups and evolved to adapt to the personal bank account customers. Your Financial Wellbeing was a group marketing drive to campaign for greater customer awareness of the services around booking an advisor meeting or seminar/podcast by Frank Conway.
As the prototype transitioned to development (staging prototype), a series of expert reviews with various stakeholders risk and business analysts was conducted. User Testing was commissioned through an official recruiter for customer validation with six respondents each BOI premier customers. This test would prove critical to the refinement of cutomer interaction and the error or kickout paths which were determined by the risk mitigation section in the quote forms. Click here to see the actual calculator
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