Major Bank in Chile

Revolutionizing Investment: Simplifying for New Investors

Challenge

The challenge focused on revitalizing its investment sector offering by simplifying it to attract underserved segments. The increasing complexity of the market and high demands for financial knowledge represented significant barriers for new investors. Addressing this challenge was vital to differentiate and excel in a competitive environment by optimizing the user experience and expanding the product portfolio, focusing on meeting unmet demands and strengthening its market position. This strategic approach aims not only to retain current clients but also to attract new investors, which is crucial for sustained growth.

Solution

Raven focused on transforming the investment experience by leveraging existing assets and co-creating a unique value proposition. By defining customer archetypes, key strategies, and prototyping, Raven identified segments with potential for saving and investing. The approach included an iterative design that tests and validates the proposition with real users, ensuring its viability and market resonance. Emphasizing the integration of proprietary differentiating products, Raven offers a personalized experience that combines specialized information, complete control over investments, and recommendations to effectively achieve financial goals.

Key

Raven's value proposition, although not yet launched to the market, established a solid foundation for future impact, highlighting benefits such as personalized financial services, improved user experience, and potential increases in customer acquisition. The adoption of this solution could result in significant competitive differentiation, enhancing brand perception and fostering customer loyalty. While concrete results will depend on effective implementation, Raven's proposed strategy promises to position it as an innovative leader in the financial sector.

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