Your Personal Economy / HSBC Premier
A better looking, more useful, more personable, financial report.
Financial reports are one of the bread and butter services that all banks provide, not just HSBC. They come at a hefty price tag and don't always look that great. Usually consisting of pages and pages of white paper full of computer jargon and financial blurb.
We set out to achieve four things: To be more premium. More useful. More digestible. And more human.
Rather than just re-designing the report. We came up with a creative concept for the report, changes to the structure of the report, adopting the language, along with a whole new look and feel.
Working with a creative strategist and copywriter we created an editorial layout that was flexible enough to cover over 27 different templates.
We altered the language and structure of sentences to sound more human and friendly. Including personalised titles & headings to feel more personable.
Its format was changed to look more like a coffee-book magazine. Something that people wanted to pick up and read.
We created infographics to help digest all the numbers. Unpacking complicated stats and figures into digestible chunks of information.
Plus, changing the complete structure and UX of the report. Creating a better user experience by ensuring relationship managers could easily amend and add to their clients reports.
The report was successfully launched across 4 regions. Involved amending the back-end of HSBC's system, training relationship managers, and making sure every branch had printers and the right tools in place to deliver our vision.
This really was a game-changer in the world of financial planning. Changing customer's perceptions of an over-priced and dry service. And giving relationship managers something they were proud to be selling to their clients.
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Role: Art director & design
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Agency: Saatchi & Saatchi
Copy: Nat-Lee Joe
