Key Highlights

Challenges of the Existing Platform

The existing platform lacked personalization, clear navigation, and strong visual hierarchy. Users struggled to compare products or understand AI-driven recommendations. The interface failed to convey the brand’s mission of financial empowerment, leading to a drop in engagement and trust — especially among first-time financial product users.

Business Objective

To reposition BankSathi as the most trusted, user-first financial discovery platform. Key goals included improving onboarding, enhancing lead generation, streamlining the credit card buying journey, and offering an educational, engaging experience. The redesign aimed to boost user retention, product conversions, and overall brand credibility.

Solutions

We designed a simplified, intuitive interface with a focus on financial literacy and product comparison. AI-powered recommendations were prominently integrated to build trust and relevance. A modular product categorization with smart filters improved navigation, while a cohesive visual and content system reinforced the brand’s tone of empowerment, clarity, and trust for users of all financial literacy levels.

The experience we created

Advisor Mobile Application

BankSathi launched a dedicated Advisor Mobile App to empower its network of financial advisors who connect potential customers to the finance team. The app provides real-time access to business performance, bonus tracking, rewards, and top-selling financial products. Advisors can easily refer customers, manage leads, and boost earnings through a structured incentive system.

The app also includes training modules, product information, and regular contests to keep advisors informed and engaged. With gamified elements and intuitive tools, it enhances advisor productivity while ensuring they deliver accurate, personalized financial guidance. This mobile platform plays a key role in scaling BankSathi’s reach across diverse markets.