Advice - A Financial Tool for Collaborative Use
Digital tool
Swiss Life’s consultants help customers to review their finances and plan for their financial future. They have long relied on paper to explain money matters and capture data. For customers, this makes for an uninspiring experience, and consultants have to manually re-enter all data into digital systems once back in the office.
Swiss Life and Daylight explored ways to make financial education and data capture more engaging and efficient. The result is Swiss Life’s new, tablet-based 'Beratungstool'. Designed to be jointly used by consultants and customers, it facilitates the conversation and helps clients make self-determined choices.
Client / Manufacturer
Swiss Life AG
Zürich, CH
Designer
Daylight Design GmbH
Munich, DE
Swiss Life AG
Zürich, CH
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