Helping business owners make sense of the numbers

ST.GEORGE - UX | UI

St.George wanted to deliver a printed EOFY Cash Report to it's Small Business customers, giving them insights and recommendations based on their cash movement. Initial customer feedback revealed that the content may be overwhelming to the less financially savvy. Meaning they don't understand the benefits.

SOLUTION

The content in the printed report was deconstructed and re-architected into a personalised digital experience, progressively revealing information and insights at a level of detail the user was comfortable with.

HIGHLIGHTS VIDEO

Each customer receives a simple, short personalised video overview of top line report data and key insights.

PROGRESSIVE INFORMATION

The user directs the reveal of information through progressive overlay panels, providing a deeper level of insight.

TAILORED ADVICE

A ‘shopping cart for conversation’ allows users to add items of information to a discussion list. The list could be submitted for a business expert to respond with a phone call, primed with an understanding of the user's needs.

KEY OUTCOME

Value any business owner can access

CONTACT