Finance & Insurance
Design is the
New Currency of Trust.
In Finance and Insurance, trust is non-negotiable. A clear, secure, and transparent interface is the bridge between the complexity of your products and your customer's peace of mind. We design that bridge.
The Customer Challenge
A Wall of Friction and Jargon A new customer tries to open an account or get an insurance quote. They're immediately confronted with a 10-step onboarding (KYC) process, financial jargon they don't understand, and a design that seems insecure for entering their personal data. The result? Abandonment mid-process. You spend a fortune on CAC (Cost of Acquisition) for customers who never convert.
The Internal Challenge
Operating on Legacy Systems Your credit analyst or insurance broker works on a slow dashboard, developed a decade ago. To approve a simple policy, they need to consult three different systems. The result? Low productivity, high operational costs, risk of human error, and slow customer service, which frustrates both the team and the end customer.
Simplifying the Complex
to Drive Action
We transform complex financial products and policies into simple and accessible digital experiences. The focus is to eliminate anxiety and friction from the journey, making financial management an easy and secure task for the end user, whether using online banking or an investment app.
Optimized
Onboarding
We reduce registration friction to maximize conversion.
Digital Trust Building
We create interfaces that communicate security and transparency.
"Finan-speak" Translation
We simplify jargon and processes into intuitive flows.
Clear Data Visualization
We transform statements and portfolios into actionable dashboards.
Quote Acceleration
We design intelligent forms that facilitate contracting.
Financial Accessibility
We ensure your platform is easy to use for everyone.
Digital experience,
your next revenue driver
Experience Design
Ready to elevate your product with Experience Design?
We design MVPs that don’t just work — they win users, validate ideas, and attract funding.
Efficiency and Modernization
of Internal Tools
The biggest lever of profitability in FinTech and InsurTech is operational efficiency. We redesign your internal tools and legacy systems so your analysts, managers, and brokers can work faster and with fewer errors.
We create risk and performance dashboards that transform raw data into business intelligence, enabling your management to make more assertive decisions. At ConvertSales, we understand that ROI in Finance is twofold: it comes from reducing operational costs through an efficient internal UX and from increasing revenue through a customer experience that ultimately generates conversion and trust.
