OUR WORK: LifePlus
LifePlus is a holistic financial wellness prototype that showcases how Capco can apply our digital experience capabilities to enhance offerings from our clients to the greater benefit of their customers.
Drawing upon Capco’s experience in strategy, research, user experience design, and content creation, along with our subject matter expertise, LifePlus is a solution built to help our clients’ customers to build confidence and prepare proactively for life’s unexpected events.
Drawing upon Capco’s experience in strategy, research, user experience design, and content creation, along with our subject matter expertise, LifePlus is a solution built to help our clients’ customers to build confidence and prepare proactively for life’s unexpected events.
LifePlus bridges the digital gap between customer and advisor, delivering predictive advice via a personalized experience that reflects customers’ expectations in today’s digital world.
LifePlus provides holistic solutions not found in other financial wellness apps by focusing on four key industry priorities:
- The convergence of banking and wealth
- The integration of insurance with spending and budgeting
- The need for trade-offs in goals-based planning
- The provision of ‘what-if’ analysis beyond wealth management.
Small steps, big picture
Our clients are constantly gaining fresh insights into their customers’ lives and behaviours through the data they collect. This is in turn used for cross-selling and the expansion or refinement of product offerings.
With LifePlus, we use that customer data to do more than simply trigger new product development – leading to enhanced customer loyalty, growth, and revenue opportunities.
To transition customers to a state of holistic financial wellness, LifePlus takes a ‘small steps’ approach. Continuous nudges in the right direction allows customers to establish a healthy relationship with their finances.
LifePlus’ human-centered approach provides financial management recommendations that empower customers to develop long-term, healthy financial habits like planning and saving – allowing them to attain goals they never knew were possible.
Read more Capco case studies With LifePlus, we use that customer data to do more than simply trigger new product development – leading to enhanced customer loyalty, growth, and revenue opportunities.
To transition customers to a state of holistic financial wellness, LifePlus takes a ‘small steps’ approach. Continuous nudges in the right direction allows customers to establish a healthy relationship with their finances.
LifePlus’ human-centered approach provides financial management recommendations that empower customers to develop long-term, healthy financial habits like planning and saving – allowing them to attain goals they never knew were possible.
