Valumonk Investments, a prominent player in the mutual funds sector, approached our creative studio with a vision to transform their online platform. They aimed to provide a comprehensive and automated experience for their customers, offering tools like SIP and EMI calculators, as well as personalized investment advice based on their risk profiling.
The Challenge
Comprehensive Tools
Valumonk Investments needed robust tools like SIP and EMI calculators on their website to empower customers in their investment decision-making process.
Automated Advising
They sought an automated system for risk profiling and investment advice, tailoring recommendations based on each customer’s unique financial profile and goals.
The EOD Approach
In-depth Analysis
We conducted thorough research to understand Velumonk’s target audience, their investment needs, and industry best practices.
Customized Design on Figma
Leveraging insights from our analysis, we designed a custom website on Figma, integrating bespoke brand elements that resonated with Velumonk’s brand identity.
Development of Calculators
We developed customized SIP and EMI calculators, ensuring accuracy and ease of use for customers exploring investment options.
Automated Risk Profiling
Our team implemented an automated risk profiling system, where customers could answer questions to determine their investor type and receive tailored investment recommendations.
Iterative Testing and Feedback
We conducted iterative testing and incorporated feedback from Velumonk Investments to fine-tune the website’s functionality and user experience.
What was its impact on the brand's value ?
Enhanced Customer Experience
The inclusion of comprehensive tools and automated advising streamlined the customer journey, empowering users to make informed investment decisions.
Brand Trust
Valumonk’s commitment to providing personalized solutions and user-friendly tools enhanced trust and credibility among existing and potential customers.
Competitive Edge
The innovative features and tailored advice offered a competitive edge in the mutual funds market, attracting a wider customer base.
Their Social Return and business growth
Increased Engagement
The interactive tools and personalized advice drove higher engagement on the website, leading to increased customer satisfaction and loyalty.
Business Scalability
The scalable nature of the automated systems allowed Velumonk Investments to cater to a growing customer base without compromising on service quality.
Positive Word of Mouth
Satisfied customers became brand advocates, spreading positive word of mouth and attracting new investors to Valumonk’s platform.
Conclusion
Through strategic design, development of customized tools, and implementation of automated systems, we transformed Velumonk Investments’ online platform into a dynamic and user-centric hub for investors. This not only elevated their brand value and social return but also contributed significantly to business growth, market differentiation, and customer satisfaction.
