TAX FREE SAVINGS

Case Study

THE ASK
The Old Mutual Tax Free Savings Plan (TFSA) allows the everyday South African to put away R30 000 tax free every year.

Old Mutual required an updated online application for the Tax Free Savings Plan. This application needed to be intuitive, functional and comply with company and government legislation. The end goal: ease the burden of the call centre, reduce manual administration and create an straightforward sign-up process.
THE APPROACH
When first approaching the project we gathered information to understand user needs and compiled a user profile. We then proceeded to workshop ideas with our client and come up with wireframes to showcase the user journeys.
THE RESULTS
The TFSA platform achieved better than expected results, passing 1000 online applications in the first month.
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