Case study
That's The Plan
Type : 
Digital Development
goal : 
Launch new online-first service in Australia
summary

“That’s the Plan” is an online platform that makes it easier for Millennials to start planning for a good life. It is a place for customers to learn about themselves and the financial decisions.

01
overview

The company behind That's The Plan wanted to create a distinct customer experience for its Millennials clients and digital natives.

02
approach

Ex Digital started by doing its research into the financial wellness industry. We identified nuances and insights of what moves Millennials when it comes to planning.

“Though we knew that we wanted to appeal to Millennials, we are not from that generation ourselves. So we relied on XD to research and connect personally with our customers.”
03
results

That’s The Plan pre-launch its online service to selected customer groups in 2020.

47 Days
From start to delivery
15%
Under the budget
✭✭✭✭
Improvement in Customer Satisfaction
04
conclusion

Our team’s diversity and empathy were crucial for connecting with Millennials and younger demographics.
Our upfront research saved our client’s time and money by reducing re-work and post-launch modifications to the online service.

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