Information is louder than words

Sales technology needs to serve a purpose. HSBC’s challenge was to create a sales tool for Portfolio Advisory Service sales agents that takes into consideration asset allocation and the benefits of diversification. As a global financial institution, the illustrations, data and interface needed to be appropriate and relevant regardless of the location.

Simplify everything to do anything

We understand that knowledge is what can separate you from the pack. Working together to ensure that the right level of customisation and intuitive functionality was achieved, we took the time and care necessary to deliver a product that was tailored to HSBC’s sales agents and the needs of their clients through the inclusion of explanations that we both detailed and relevant.

Dual-purpose tool giving client-facing sales agents quick access key data and educating them while they’re in the field.
Multi-language functionality with eye-catching interactions, intuitive examples, and insightful explanations.
Intuitive, familiar interface. Ideal for “hands-on” clients to see products and solutions in action.
Beneath the apparent simplicity lies an incredible amount of data allowing users to seamlessly tap into the knowledge available.
A financial experience that’s memorable, customised and offers the right information at the right time.
Thoughtful visual delivery of complex financial topics to make a lasting impact and drive sales.

An investment in knowledge pays the best interest

Working with global industry leaders across such a broad range of sectors means that we need to align our skills with the values and philosophy of our clients. We put an intense focus on quality and usability by creating products that give a unique experience that delivers the content you need when you need it most.

A powerful tool for powerful results. Taking into consideration such a vast array of technical and financial content required an in-depth analysis of both the subject matter and the HSBC brand. The result is an essential tool that can be used on multiple devices, by team members worldwide, with confidence in front of clients. Our products are intuitive and easy to use, which means they’re also easy for any business support.