CHALLENGE
In a highly competitive and saturated credit card environment, getting another card into a customer's hands is a challenge.
In the area of direct sales, particularly at bank branches and events, getting the customer's attention whilst he/she is on the move and in a hurry is an even bigger challenge.
Enter the Citibank iPad App, designed to help Direct Sales Agents perfect and complete their pitches easily and efficiently.
APPROACH
We outlined 5 typical lifestyle personas of Credit Card Users as a conversation starter and developed these key features for the iPad App:
- Products' vertical and horizontal overlays slide in and out enabling the Sales Person to jump quickly into pitching any product
- Product Detail Pages with hotspots communicating key Products highlights, benefits, and features
- A Product Recommender Tool with 4 easy questions that profile the customer and recommends a suitable card or cards
- A Product Comparison Tool that lets the Sales Person add any card a customer may be interested in and run a quick comparison
- A built-in Ready Credit PayLite Online Calculator that lets the Customer see the savings he can enjoy
- A summary of Citibank Privileges that allows the Sales Person to walk through all the generic privileges like CWP, Gourmet Pleasures, and Citi Alerts.
EXPERTISE
- Site information architecture
- Visual design
- Copywriting
- iOS iPad App Programming
RESULTS
- Over 30% improvement in conversions from Direct Sales Agents using the iPad App.
