EquiClaim

Digitising the complexities of Australian financial regulation, for everyone.

UX design
User Research
Design Systems

The challenge, the approach and the outcome.

The challenge

Equiclaim helps everyday Australians tackle the complexities of financial regulation. They asked us to help them digitise and simplify a new application process for their customers, along with the strategy for taking their service online for the first time.

The approach

We kicked things off with a one-day intensive workshop alongside Equiclaim and key technical partner. This collaborative session jump started the process, allowing us to define product strategy, user needs, and a technical roadmap – all within a single day. This streamlined approach ensured we rapidly delivered a release plan for a Minimum Viable Product (MVP) that prioritised the core user goal: initiating the application process digitally.

The outcome

We complimented the product strategy work by building a user-friendly website connecting the new claim process to a CRM for easy application management and automation of back-end processes - ultimately elevating the customer experience by allowing the Equiclaim team to focus their attention on the highest value tasks. We produced a branding toolkit for use in their current marketing and a clear roadmap for the Equiclaim team to continue building services into the future.