Digital Retirement Advice Experience

Innovation in a covid crisis leads to retirement sales using online video & chat.

Client

Aviva

Project

About Aviva

Aviva is a UK-headquartered insurance, wealth and retirement group, helping customers plan for retirement and manage long-term savings and investments.

Skills involved

Digital Strategy Conversation Design UX Design Website Development Content Production

Aviva — Digital Retirement Advice Experience

01 — The Challenge

Where it started.

When COVID-19 made face-to-face retirement planning conversations impossible, Aviva needed a fast, trustworthy way to keep selling complex retirement products entirely online.

02 — The Work

What we did.

We designed a digital experience built around video and conversation design, giving customers a guided, human feeling way to explore retirement options and speak with an adviser without leaving home.

03 — The Impact

What it delivered.

The pivot to online video and chat helped Aviva keep retirement sales moving through a period when traditional channels had stalled completely.

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