Concept for Pension scheme tool, within the Internet Banking environment. A concept to give clients knowledge about their financial situation and offer them different scenarios depending on their financial situation during their life, for example kids going to college or divorce.

My Role

They asked me to:

  • Visualizing different scenario’s for this tool
  • Drawing several working testscenario’s
  • Work with a third party group using their the technology

'Custom fit' scenario's

The client is offered scenario’s based on their real financial situation. The client can customize a scenario when needed.

Update or change the costs

Make changes to get a different future financial scenario, for example, perhaps you want to make sure that you can also retire at the age of 64, instead of 67