Overview
Reducing operational costs, and elevating both customer and adviser satisfaction.
Customer Quote :
"Fair play, this is a massive step up from the borderline Apple 2e system you were running before. The last setup was like Peter Warfields 7th Form Computer Science project circa 1982. Now it’s Buck Rodgers in the 21st Century."
The Problem
Manual, paper-based workflows were inefficient and costly, with advisers and customers struggling through outdated systems and inconsistent brand experiences.
Manual, paper-based processes were costly and inefficient
Application journeys lacked flexibility and clarity
Advisers needed a way to collaborate with clients remotely
The existing system was outdated and inconsistent across brands
The Solution
The tool reduced costs by $1355 per application, improved adviser satisfaction and NPS scores.
User-Centric Design: Journey mapping and user interviews informed feature prioritisation
Mobile-Responsive UI: Designed with flexibility and accessibility in mind
Share Functionality: Enabled advisers to send applications to clients for completion
Non-Linear Navigation: Allowed multiple users to save and resume progress
Digital Signatures & Payments: Enabled paperless, secure transactions
Design System: Created a tokenised Figma system to unify Fidelity Life, Westpac, and NZHL
The Results
Launched successfully as a scalable, future-ready platform.
Reduced Operational Costs: Automated underwriting saved $1355 per application
Boosted NPS & Adviser Satisfaction: Positive feedback and measurable score increases
Faster Onboarding: Streamlined journeys improved completion rates
Scalable Design: System supports multiple brands and future enhancements
Live Product: Successfully launched and in use across Fidelity Life’s network
More Works
(SG — 02)
©2024
Overview
Reducing operational costs, and elevating both customer and adviser satisfaction.
Customer Quote :
"Fair play, this is a massive step up from the borderline Apple 2e system you were running before. The last setup was like Peter Warfields 7th Form Computer Science project circa 1982. Now it’s Buck Rodgers in the 21st Century."
The Problem
Manual, paper-based workflows were inefficient and costly, with advisers and customers struggling through outdated systems and inconsistent brand experiences.
Manual, paper-based processes were costly and inefficient
Application journeys lacked flexibility and clarity
Advisers needed a way to collaborate with clients remotely
The existing system was outdated and inconsistent across brands
The Solution
The tool reduced costs by $1355 per application, improved adviser satisfaction and NPS scores.
User-Centric Design: Journey mapping and user interviews informed feature prioritisation
Mobile-Responsive UI: Designed with flexibility and accessibility in mind
Share Functionality: Enabled advisers to send applications to clients for completion
Non-Linear Navigation: Allowed multiple users to save and resume progress
Digital Signatures & Payments: Enabled paperless, secure transactions
Design System: Created a tokenised Figma system to unify Fidelity Life, Westpac, and NZHL
The Results
Launched successfully as a scalable, future-ready platform.
Reduced Operational Costs: Automated underwriting saved $1355 per application
Boosted NPS & Adviser Satisfaction: Positive feedback and measurable score increases
Faster Onboarding: Streamlined journeys improved completion rates
Scalable Design: System supports multiple brands and future enhancements
Live Product: Successfully launched and in use across Fidelity Life’s network
More Works
(SG — 02)
©2024
Overview
Reducing operational costs, and elevating both customer and adviser satisfaction.
Customer Quote :
"Fair play, this is a massive step up from the borderline Apple 2e system you were running before. The last setup was like Peter Warfields 7th Form Computer Science project circa 1982. Now it’s Buck Rodgers in the 21st Century."
The Problem
Manual, paper-based workflows were inefficient and costly, with advisers and customers struggling through outdated systems and inconsistent brand experiences.
Manual, paper-based processes were costly and inefficient
Application journeys lacked flexibility and clarity
Advisers needed a way to collaborate with clients remotely
The existing system was outdated and inconsistent across brands
The Solution
The tool reduced costs by $1355 per application, improved adviser satisfaction and NPS scores.
User-Centric Design: Journey mapping and user interviews informed feature prioritisation
Mobile-Responsive UI: Designed with flexibility and accessibility in mind
Share Functionality: Enabled advisers to send applications to clients for completion
Non-Linear Navigation: Allowed multiple users to save and resume progress
Digital Signatures & Payments: Enabled paperless, secure transactions
Design System: Created a tokenised Figma system to unify Fidelity Life, Westpac, and NZHL
The Results
Launched successfully as a scalable, future-ready platform.
Reduced Operational Costs: Automated underwriting saved $1355 per application
Boosted NPS & Adviser Satisfaction: Positive feedback and measurable score increases
Faster Onboarding: Streamlined journeys improved completion rates
Scalable Design: System supports multiple brands and future enhancements
Live Product: Successfully launched and in use across Fidelity Life’s network
More Works
©2024