“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.
The company behind That's The Plan wanted to create a distinct customer experience for its Millennials clients and digital natives.
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.
That’s The Plan pre-launch its online service to selected customer groups in 2020.
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.
What do you want to achieve? What is holding you back from your goals?
Start the conversation today and discover how Ex Digital can help you go to the next level.