The Challenge

In Australia over 40% of Australians consider access to financial advice to be out of their reach. The reality is that the average cost of a full financial plan is typically in excess of $2,500. However the irony is that those who feel that they cannot afford the assistance of a financial advisers could likely benefit the most from it.

Financial Index Group wanted to find a way to close the gap between high wealth individuals and those that saw financial advice as out of reach. If they could create a way to make financial advice accessible to such a broad market segment they felt they could really shake up the industry.

Findex Group have been no strangers to technology and realised that by partnering with a forward thinking and innovative technology based company they could build something that allowed customers to engage with Findex in a low cost manner.

Our Approach

Findex Group chose Aptiture to work with on their idea as we presented them with fresh ideas and innovative ways to engage their target market, and because we were able to demonstrate significant experience in designing user experiences and interaction patters for financial service customers.

In the first stage for the project we ran a number of workshops where we refined concepts, established high level requirements, and specified systems and platforms which would require integration.

We conducted in depth analysis and drew upon insights to develop a comprehensive strategy centred around the concept of disruptive innovation and challenging traditional financial practices.

We conducted a number of interviews with users within target demographics to determine the viability of the solution and to test the idea.

Additionally Aptiture set to task on developing a brand which would suit the platform.