A loan in three steps
Online credit bank with intelligent loan configuration.
The user journey is short and can be embedded directly on partner sites. The financing offer thus reaches prospects exactly where the purchase decision is made.
- to the loan configuration, also on partner sites
- 3 steps
- to the loan configuration, also on partner sites
Overview
01 · Problem
Loan applicants needed a clear journey via partner sites.
02 · Approach
A guided configurator connected advisory elements with banking processes.
03 · Result
Applicants could go through the loan configuration in three steps, also on partner sites.
Before / after
What changed in the business.
Banks
Digital loan journey for sales partners
Starting point
A bank wanted to make financing offers easy to understand and to accept applications through external sales partners.
How does a loan configurator simplify the digital application?
During the project, a guided loan journey was built, with explanatory inputs, a connection to banking processes and a portal for embedding on partner sites.
For applicants, the path to the configuration stays limited to three steps. For partners, the calculator can be integrated into existing web offerings.
At a glance
Levers and services.
- Services
- ConceptImplementation
- Type of solution
- Configurators, costing & pricing
- Industry
- Banks
Result
Result and assessment.
- to the loan configuration, also on partner sites
- 3 steps
- to the loan configuration, also on partner sites
The user journey is short and can be embedded directly on partner sites. The financing offer thus reaches prospects exactly where the purchase decision is made.
What entrepreneurs can take from this
A financial product is easier to sell when the path to the application is short and starts where prospects already are.
A mechanism, not a promise of results: the effect depends on your starting process.
What this means for you
Building blocks from this case.
This project gave rise to use cases that we now deploy in other companies, adapted to their processes.
Frequently asked questions
Questions about this case.
Your question is not here? In the initial conversation we take 30 minutes for your specific topic.
No. The case study describes the user journey, partner sales and interfaces. Terms and decision logic remain with the bank.
The user journey is short and can be embedded directly on partner sites. The financing offer thus reaches prospects exactly where the purchase decision is made.
The principle yes, the implementation never one to one. A financial product is easier to sell when the path to the application is short and starts where prospects already are. In the initial conversation we check which part of it has the greatest leverage for you.
More case studies
Similar cases.
⅔
less back-office effort
Skilled tradesConfiguratorsCustom-tailored conservatories: Two thirds less back-office effort.
What changed? Back-office effort fell by about two thirds; additional enquiries could be handled better.
View case
Wiring diagram
and shopping list straight from the configuration
Building services & electricalConfiguratorsFrom heating circuit to wiring diagram: Specialist trade plans surface heating systems itself; shopping list and wiring diagram are generated automatically.
What changed? Specialist partners receive a shopping list and a dynamically generated electronic wiring diagram; the owner family is expanding the planner on its own.
View case
100,000+
product variants with live price
Project scope
Industry & series productionConfiguratorsInstant price for every print product: Live costing for more than 100,000 variants, with white label for agencies.
What changed? The configurator answers price enquiries; end customers, agencies and the print shop save time.
View case
Do you lose prospects during the application?
In the free initial conversation we look at your process, show a comparable project and assess where the greatest lever lies.
Free · 20 minutes · online