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Tyba Pro is a robust hybrid solution that empowers clients to make informed and independent investment decisions.​

Goals of the project

Interviews

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•Create a differential value proposition for tyba Pro that builds customer loyalty while optimizing the costs of traditional consulting.

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•Correctly choose the customer target to reach to grow Net New Money.

Deliverables

For the Customer Experience of tyba Pro diagnosis, we built two different tools that helped to know what customers need and how to meet their expectations.

Four User Personas
Customer Journey tyba Pro experience
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Describes in depth what the customer groups are like according to their needs, specific characteristics, and personalities.

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Shows in detail the interactions that customers experience throughout the cycle of the entire relationship with the company

User Research
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The platform must have a supportive and close experience when the user interacts with it.

tyba Pro Client 

tyba Pro Value proposition
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  • Holistic wealth management

  • Improved customer service

  • Tailored investment strategies

  • More Technological capabilities.

Result
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