Zwitserleven is a large Dutch insurance company and pension fund. Their ambition is to be the most innovative insurer in the Netherlands, so they actively invest in corporate startups to benefit from their learnings. They invited us to get on board as co-founders with FinancieelVitaal: creating insight and control after retirement finances.
InnoLeaps was tasked with creating the first concept of FinancieelVitaal. They found the two top questions amongst their clients:
A lot of people have a hard time finding the answers. Limited long-term financial awareness and complicated, splintered information gets in the way. To top it off, the tone of voice insurers use can create extra distance. As a result, 80% of their clients are unaware that their current plan is insufficient to maintain their standard of living after retiring.
Insight into income and expenses
Choose your retirement page
Arrange everything online
With the two burning questions in mind, time to find out how to visualize the answers for users. We improved the visualization through a series of iterations. The tricky part is the balance. Users need enough information to get the full picture, but can get overwhelmed when given too much.
A first design was translated into a clickable prototype. Challenging ourselves to create different versions helped to continuously validate assumptions. The team successfully pitched for funding using our prototype at a demo day.
FinancieelVitaal is Zwitserleven’s first step to replace the current portals with a future-proof, easy-to-use solution. As co-founders, we are involved in ideation, design and development. An innovative platform that can improve the future of 500.000 people, preparing for takeoff.
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