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Standard Life MyFolio Calculator

[Translate to English:] Standard Life MyFolio Website

/Customer

Standard Life offers a wide range of solutions for making financial provision for retirement. The star product is the Standard Life MyFolios, which can be individually adapted to different goals and living conditions. However, many investors shy away from savings plans - although the assets in the fund-based MyFolios can grow strongly over the long term. To help Standard Life customers understand this, we have developed a simple online tool: the MyFolio calculator.

/Course

To get a glimpse of the future, the MyFolio Calculator requires only a few easy-to-use sliders. In this way, the customer can playfully find out what effects the parameters term, savings amount and investment frequency have on the returns of his or her potential investment. A graph shows the results - and thus not only helps to convince the customer, but also facilitates the selection of the right MyFolio product.

The tool is actively used by both customers and insurance brokers to visualize investment plans. Since it was developed specifically for smartphones, Standard Life brokers are particularly happy to use it directly in the consultation. The tool itself was implemented in the TYPO3 website structure as a custom extension and can be edited in the backend by the website editors.

  • Docker
  • Git
  • JIRA
  • CSS
  • JavaScript
  • Ajax
Standard Life Versicherung TYPO3-Website Relaunch: MyFolio Tool Mobile Screen
Standard Life Versicherung TYPO3-Website Relaunch: MyFolio Tool Screen
Implementation Time:

2 months

Persons involved:

Stefan Oliver Sebastian

/Clarity

The challenge of this project was to accommodate and display the large amount of data, numbers and calculations in a visually appealing design and user interface (UI), but also in a form that makes it fun for the visitor to interact with it. Therefore, our UX team was strongly challenged to design the operation, to test the behavior and to coordinate it again and again with a test group.

Especially for us it was interesting to see how during the course of the project and the intensive coordination with Standard Life, the understanding for the area of financial services, insurances and especially the products of Standard Life increased strongly.

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