Campaign: Banker Desktop

Client: ANZ

Agency: Isobar


 

Awards

Winner:
Best Customer Experience
UX, Interface & Navigation Design

Highly Commended: 
Data Visualisation
Use of New Technologies
 

Judges' Comments

"Banker Desktop was a huge leap forward in creating a more streamlined experience for both the banking customer and the banker servicing them at the branch. The new UX was a result of an audit of existing data and processes to streamline and pull needed information into a simpler, shorter experience."

 

Goals

To digitise a paper based form to capture customers' financial situation and goals, then reduce the time and effort required to set up any ANZ product by at least half, conveying valued information about ANZ's services. A much larger opportunity was also identified: to foster a better relationship between the customer and banker, positioning ANZ as a leader.
 

Creative Solution

Banker Desktop is a unified shared screen experience between the customer and the banker, which enables meaningful conversations with complete transparency. By simply removing the physical and system-based barriers between the banker and customer and making the interface intuitive, Isobar was able to work through the customer’s sensitive financial needs together.
 

Effectiveness

  • Reduction in information required – from 400 to 8 pieces
  • Customers and bankers save 1660 hours daily in Australia alone – 80% increase in productivity for bankers
  • 13 systems down to 1
  • Application time reduced from 1 hour to less than 10min
  • Eradication of paper forms
     

Credits

Agency team

Lauren Skogstad
Mike Fraser
Nathan Welch
Alex Turner
Rose Harvey
Chris Kerr
Olga Sa
Jason Alo
Oli Stubbs
 

What do award judges look for?

Whether it's your first entry or you've done it a hundred times, pick up valuable tips and tricks to improve your chances at a coveted award with IQ's How to Win an Award Course. The next class runs 10 November in Sydney.

See course

Need more info?