The touchscreen application provided a playful aid in the dialogue between advisor and customer, from key topics such as income, expenses, short and long-term projects, to professional and personal situations.

Financial data and goals are displayed and compared in a playful way. This allows smooth discussions regarding steps to take during and after the meeting. After the meeting, a report is printed for the client and the data is passed on to the advisor to allow a personalized follow-up to build a strong long term relationship.

Atracsys Interactive has worked with specialists and clients to develop the best possible application which is user-friendly, flexible and adaptable to any situation.