Project Name
Proposal Generation System
ABOUT THIS PROJECT
Proposal Generation System
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OVERVIEW
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The objective of this project is to revamp the Proposal Generation System (PGS) through a workflow redesign that addresses the actual needs of agents, brokers, and bankers for self-learning and effective interaction with customers.
Project Details
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OVERVIEW
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The objective of this project is to revamp the Proposal Generation System (PGS) through a workflow redesign that addresses the actual needs of agents, brokers, and bankers for self-learning and effective interaction with customers.
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Challenge & Opportunity
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The workflow and user experience (UX) do not meet the actual needs of agents, brokers, and bankers. Additionally, the user interface (UI) has not been updated to align with the group’s guidelines. This discrepancy presents an opportunity to improve the system to better support users in their roles.
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Solution
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To understand the pain points and actual needs of the users, we conducted interviews with agents, brokers, and bankers. This insight allowed stakeholders to gain a clearer understanding of the necessary improvements. The revamped system will provide a better experience for agents, brokers, and bankers, enhancing their ability to self-learn and interact with customers during financial planning and proposals presentation processes.
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Project Highlight
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The redesigned workflow resulted in a smooth journey
The new features introduced allow agents to compare different products instantly