Use Case

Digital customer wallet for HNWI

We partnered with US Premium Financier to design a digital customer wallet for their high-net-worth clients. The solution presents complex product information in a simple, easy-to-use digital interface that can be accessed anytime, anywhere.

1 Challenges

Client summaries were a time intensive process to prepare for the business.
Data is presented to clients offline (paper-based), showing information at a point in time.
Complex and detailed documents were not easily digestible.
Clients had no simple way of messaging their account manager.

2 Opportunities

Connect to clients through digital channels to create new touchpoint and build relationships.
Present product value proposition in a user-friendly way to improve retention and up-sell.
Minimise operating costs of client administration with a digital platform that streamlines processes.

3 The Solution

A digital customer wallet with 24/7 access to investments and benefits.
Direct communication channel to account manager.
Scalable solution to integrate different product manufacturers in the future.
Full back-end portal for simple management and updating by client services team.

AXELL’S ENGAGEMENT MODEL

With our proven innovation process, we help our clients
design and launch fit-for-purpose solutions.

Discover

We look inside (assets assessment)
We look outside (market analysis)
We look ahead (trends research)

Design

Desirable solution (customer centric)
Feasible solution (deliverable)
Viable solution (cost-effective)

Partner

Selected partners (innovation leaders)
Experience together (commitment)
Tech diversity (broad portfolio)

Build

Rapid prototyping (time to market)
Lean prototyping (fail fast)
Diverse team (interdisciplinary)

Adopt

Best practice sharing (learn & improve)
Data analytics (user driven)
Commitment (strategic investment)

Backed by an Advisor Portal

The prototype featured wireframes for the back-end work flow for the financial advisors and account managers inside the business. A simple, intuitive user experience with integration of tasks, messages, and automated actions were designed to ensure the platform was embedded into business processes.

Client Testimonial

Axell quickly understood our complex business products and processes, and brought a fresh approach to how to solve our business challenges. They were able to design a prototype solution with an implementation plan in a matter of weeks. We’re now excited to see it come to life.

Use Case

1

Challenges

2

Opportunities

3

The Solution