Background

NatWest Group were facing challenges with their existing financial health initiatives which were fragmented, siloed, and complex. The banking group approached Davies to develop and deliver a solution which would remove unnecessary data capture, optimise flow, and facilitate handoffs to make follow-up actions easier to process.

How we helped

We delivered a SaaS application that could create a personalised, engaging user experience with dynamic decision-tree logic. The application was designed to run on desktops, iPads, or be used in face-to-face meetings and work to significantly reduce the number of on-screen questions.

With this application, we facilitated the easy capture of goals and key facts with minimal effort, and ensured integration into other applications automated follow-ups with reminders.

Results

• £75m retail bank revenue impact annually
• Reduced completion time via meaningful data capture and automated follow-up actions
• Encouraged easy integration with their video meeting platform
• Maximised time spent with customers which raised bank’s reputation and encouraged customer advocacy and loyalty