PostFinance is taking another big step towards becoming a digital powerhouse with four new digital investment products. The products appeal to different customer groups with different needs. What they all have in common is that they are 100% online. Nose used interaction design to ensure a consistent customer experience for information, completion, onboarding and use.
Bank customers' perception of digitalisation is primarily in terms of the emergence of new touch points and their use. Conversely, they expect banks to offer their services around the clock through a variety of channels. The interactive experience is a key element in building customer trust.
A Matter of Trust
PostFinance has consciously chosen not to use a robo-adviser solution. Instead, the investment committee monitors macroeconomic developments and adjusts the investment strategy for customer portfolios accordingly. Digitisation is made by people. The interaction design ensures a transfer of trust from the investment committee to the customer.
PostFinance has consciously chosen not to use a robo-adviser solution. Instead, the investment committee monitors macroeconomic developments and adjusts the investment strategy for customer portfolios accordingly. Digitisation is made by people. The interaction design ensures a transfer of trust from the investment committee to the customer.
Financial products have long been something virtual. They become tangible above all in info graphics.
Information Design
We expanded the catalogue of interface elements and placed a special focus on the development of comprehensible infographics and charts. By visualising the various investment strategies and performance expectations, the different forms of investment were made transparent.
We expanded the catalogue of interface elements and placed a special focus on the development of comprehensible infographics and charts. By visualising the various investment strategies and performance expectations, the different forms of investment were made transparent.