Case Study: Swiss Life achieves more engaging financial planning with Daylight

Swiss Life saves 2 hours per customer with Daylight

swiss life, a financial services provider, faced the challenge of using a paper-based process for financial consultations. This method was not engaging for customers and required financial planners to spend an additional two hours per client manually entering data into backend systems. They partnered with vendor Daylight to digitize and improve this experience.

Daylight implemented a tablet-based tool that made consultations a collaborative, real-time experience. The solution featured intuitive drag-and-drop and sketching functionalities for customers and planners, and it integrated directly with backend systems to eliminate manual data entry. The results included a two-digit increase in conversion rates for young consultants and time savings of approximately two hours per customer for planners. Daylight's work was recognized with an iF Award for its UI design.

Swiss Life