How creative animation brought life to Generali's Plan Tracker
Part of one of the world’s biggest global insurance Groups Generali Worldwide provides regular savings plans to help individuals achieve their financial ambitions.
At the outset of the plan, the client’s financial advisers will assess the level of savings over the chosen time period that should allow them to reach their savings goal, whether that be a financially secure retirement, providing for children’s school fees or a holiday home.
A key part of the savings process is letting the client know how their savings journey is progressing as time goes by. To help advisers in this important process Generali Worldwide introduced an interactive tool called Plan Tracker.
Plan Tracker gives advisers the information they need to inform clients on how their savings are performing against the objectives established from the outset, and to determine whether they’re still on course to meet their chosen goals.
Generali asked us to bring this process to life for their clients, so we decided a neat animation would do the trick.
The ‘rocketship’ in our animation highlights how well-laid plans can be knocked off course as a result of a wide variety of events, so plans need to be reviewed and re-assessed at regular intervals – just what Plan Tracker is designed to do.
Now being promoted directly to clients after an enthusiastic response from the adviser population, Generali Worldwide have found a highly effective way of ensuring that those people on a savings journey can be sure to reach their destination.