Redefining Financial Services with sanlam

Overview

Known for its comprehensive financial solutions, Sanlam caters to a diverse clientele, ranging from individuals to businesses. As part of their commitment to innovation, Sanlam approached us to revolutionise their digital presence.

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The Challenge

Creating an Intuitive and Hyper-Personalised Financial Services Platform

The primary challenge presented by Sanlam was to develop the most intuitive and hyper-personalised financial services platform in Africa. This ambitious goal required us to collaborate closely with high-level stakeholders and engage with customers from varied backgrounds. The dual challenge and opportunity lay in truly understanding the users to create a platform that resonated with their diverse needs.

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Building Trust in Financial Services

Recognising the critical nature of trust in financial services, our focus extended beyond functionality. The user experience had to instil confidence and trust from the first interaction. This aspect was central to the project, emphasising the importance of creating an interface that felt secure and reliable.

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Addressing Accessibility at Different Levels

One of the project's key aspects was catering to users with varying levels of accessibility. From those relying on USSD codes to the digitally savvy, the solution had to be inclusive and seamless for all. This required a nuanced approach to design, ensuring that the platform was accessible to a broad spectrum of users, regardless of their technological proficiency.

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Streamlining User Experience

‍A comprehensive redesign focused on streamlining the user experience. By strategically surfacing key information early in the user journey, we empowered users and facilitated a seamless onboarding process. This approach not only heightened user confidence but also enabled them to navigate the platform effortlessly, facilitating well-informed financial decisions.

Impact and Outcome

The redefined digital presence not only met but exceeded expectations, positioning Sanlam as a trailblazer in the financial services sector. The platform's intuitive design garnered positive user feedback, and the streamlined experience led to increased user engagement and satisfaction.