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SBI - personal money management

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SBI - personal money management
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Testo Storyboard

  • Meet Vikas - a software engineer and an SBI customer.
  • Vikas wants to start financial investments but does not know where to begin.
  • On a friend's recommendation, Vikas starts using the SBI money manager app
  • The app calculates Vikas' savings at the end of every month, based on his account debits & credits.
  • The analytics engine looks at Vikas' savings, runs a credit check and recommends an appropriate investment product.
  • Next time Vikas is searching for home loans, he gets a targeted ad from SBI for a Flexi Pay home loan.
  • Vikas clicks on the ad & is taken to a personalized page with details of the home loan, the loan form pre-filled & a list of the extra documents needed.
  • Vikas clicks on submit, his documents are picked up from home & he gets a loan approval within 24 hours.
  • Vikas loves the personalized experience with SBI & tweets about it in his network.
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