Advice - A Financial Tool for Collaborative Use

Digital tool

Swiss Life’s consultants help customers to review their finances and plan for their financial future. They have long relied on paper to explain money matters and capture data. For customers, this makes for an uninspiring experience, and consultants have to manually re-enter all data into digital systems once back in the office. Swiss Life and Daylight explored ways to make financial education and data capture more engaging and efficient. The result is Swiss Life’s new, tablet-based 'Beratungstool'. Designed to be jointly used by consultants and customers, it facilitates the conversation and helps clients make self-determined choices.

Client / Manufacturer

Swiss Life AG

Zürich, CH

Design

Daylight Design GmbH

München, DESiddharth Dasari, Eduardo Pereira, Johanna Gieseler, Mara Weber, Julia Schwarzfischer, Sabine Müllauer, Pascal Soboll

Swiss Life AG

Zürich, CHAnja Wagner, Marius Gafner