Challenge

In a highly competitive and saturated credit card environment, getting another card into a customer's hands is a challenge.

In the area of direct sales, particularly at bank branches and events, getting the customer's attention whilst he/she is on the move and in a hurry is an even bigger challenge.

Enter the Citibank iPad App, designed to help Direct Sales Agents perfect and complete their pitch easily and efficiently.

Approach

The structure of the website design is designed such that online users get to see the properties at a glance with highlighted properties in the homepage.

Other features include:

  • Products vertical and horizontal overlays that slide in and out enabling the Sales Person to jump quickly into pitching any product
  • Product Detail Pages with hotspots communicating key Products highlights, benefits and features
  • A Product Recommender Tool with 4 easy questions that profiles the customer and recommends a suitable card or cards
  • A Product Comparison Tool that lets the Sales Person add any card a customer may be interested in and run a quick comparison
  • A built-in Ready Credit PayLite Online Calculator that lets the Customer see the savings he can enjoy
  • A summary of Citibank Privileges that allows the Sales Person to walk through all the generic privileges like CWP, Gourmet Pleasures, Citi Alerts.

Expertise

Site information architecture

Visual design

Copywriting

iOS iPad App Programming

Rewards

Over 30% improvement conversions from Direct Sales Agents using the iPad App.

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