Old Mutual

Old Mutual

Old Mutual

Finance

Finance

Finance

Our team was brought in by Old Mutual, the oldest financial institution in South Africa, with the goal of transforming their digital experience, introducing a fresh visual identity, and improving the user experience.

Our team was brought in by Old Mutual, the oldest financial institution in South Africa, with the goal of transforming their digital experience, introducing a fresh visual identity, and improving the user experience.

Our team was brought in by Old Mutual, the oldest financial institution in South Africa, with the goal of transforming their digital experience, introducing a fresh visual identity, and improving the user experience.

Client

Old Mutual

Services

Visual Design UI & UX Design Interaction Design

Industries

Fintech

Date

2018 -2019

Personalised Dashboard

Personalised Dashboard

Users can automatically track all their money in one place and get personalised insights on how to save money.

Users can automatically track all their money in one place and get personalised insights on how to save money.

Onboarding Nudge

Onboarding Nudge

We added a personal touch by greeting users with a friendly message that reminds them of what they might have missed while they were away.

We added a personal touch by greeting users with a friendly message that reminds them of what they might have missed while they were away.

Account Managment

Account Managment

Say goodbye to the hassle of switching between multiple apps! We added the ability for users to manage all their accounts in one convenient place.

Say goodbye to the hassle of switching between multiple apps! We added the ability for users to manage all their accounts in one convenient place.

Animated Prototype

One of the customer pain points was how users navigate and take out new financial accounts. Old Mutual offers over 100 different types of accounts, which can be overwhelming for users who don't know what they're looking for. After conducting thorough user research, we discovered that customers had difficulty navigating the various types of accounts and understanding the financial jargon involved. Based on our research insights, we introduced a new money goal-based system that helps users achieve their financial goals more efficiently. With this system, users can tell us what they are saving for, how much money they have available, and how long they need to save for. Based on this information, we can suggest finance products that will help them achieve their goals and even project what they can make out of it. In addition to the new money goal-based system, we also streamlined the account opening process, making it easier and more intuitive for customers to take out new financial accounts. We created a clear and concise interface that walks customers through the account opening process step-by-step, reducing confusion and frustration.

One of the customer pain points was how users navigate and take out new financial accounts. Old Mutual offers over 100 different types of accounts, which can be overwhelming for users who don't know what they're looking for. After conducting thorough user research, we discovered that customers had difficulty navigating the various types of accounts and understanding the financial jargon involved. Based on our research insights, we introduced a new money goal-based system that helps users achieve their financial goals more efficiently. With this system, users can tell us what they are saving for, how much money they have available, and how long they need to save for. Based on this information, we can suggest finance products that will help them achieve their goals and even project what they can make out of it. In addition to the new money goal-based system, we also streamlined the account opening process, making it easier and more intuitive for customers to take out new financial accounts. We created a clear and concise interface that walks customers through the account opening process step-by-step, reducing confusion and frustration.

One of the customer pain points was how users navigate and take out new financial accounts. Old Mutual offers over 100 different types of accounts, which can be overwhelming for users who don't know what they're looking for. After conducting thorough user research, we discovered that customers had difficulty navigating the various types of accounts and understanding the financial jargon involved. Based on our research insights, we introduced a new money goal-based system that helps users achieve their financial goals more efficiently. With this system, users can tell us what they are saving for, how much money they have available, and how long they need to save for. Based on this information, we can suggest finance products that will help them achieve their goals and even project what they can make out of it. In addition to the new money goal-based system, we also streamlined the account opening process, making it easier and more intuitive for customers to take out new financial accounts. We created a clear and concise interface that walks customers through the account opening process step-by-step, reducing confusion and frustration.