Real tailored insights
Since this tool was conceived within the product and marketing departments, one of its main goals was to serve as way to approach potential customers and help give that first handshake that will build trust and gain visibility agains the competitors.
But as an experience designer, one of my main concerns was to offer real value versus being only a customer data gathering gimmick, so we focused big part on our efforts in building a matrix of many different piece of advices that would be mapped to real calculations made based on users input, giving them a final set of insights that would help them to improve their financial situation, customers or not.
The team I worked with was key to achieve this as they had the knowledge that I needed in order to meet that goal.