GetAssured

GetAssured

GetAssured is a B2B2C personal finance platform on a mission to disrupt the life insurance distribution veterans from Finexis, the team launched their first product GetAssured for Business (an MVP) after just three months of operations. I joined the startup right at its conception and was given the challenge to launch their first product in three months with a team of designers and developers in Vietnam.

Client

Role

Product manager, UI/UX designer

Type

Product management

Year

2017

How might we provide an ideal self-service experience for customers new to financial planning?

Process

Service Design

To speed up the entire design and development process, I decided early on to split the team to work on each major aspect of the product. This means that as the designers were churning out the visual identity, the backend developers in turn started development on the backend system.


To facilitate this and to make sure the teams were working towards a single goal, I first spent some time with our stakeholders to contextualise the product we aim to build.

The service blueprint was then accompanied by user journey maps. Because it is a B2B2C app, we have the facilitate not just the end users but the financial advisors as well.

Outcome

How it Works: Analysis Process

We wanted the whole process of analysing the user’s information to be as friendly as possible. With that goal, we ended up using a lot of conversational cues – a sort of mnemonic to being served by a

financial advisor. We iterated a lot on the flow of the questionnaire and settled on one which balanced out between getting as much information out as possible without losing the attention of the users.

How it Works: Plan Comparison and Purchase

The goal was to ease the user into making a good plan purchase as seamless as possible. Which is why we retain the information on the analysis process to get you started on the comparison much faster. We feel this to be a right move as we felt the comparisons our competitors offer aren’t personal enough with regards to life insurance.

Other work

Want to create something awesome? Drop me an email.

→ hello@lookforluq.com