Case Study: AXA boosts retirement awareness with Valtech’s personalized retirement simulator

AXA reaches 9 million customers with a retirement simulator built by Valtech

AXA, a major global insurance, savings, and asset management company, faced the challenge of inspiring its younger customers to plan for retirement. The company partnered with vendor Valtech to leverage its service design expertise and create a prototype for an engaging retirement simulator aimed at users aged 30-35.

Valtech designed a mobile-responsive application that provided an educational and fun user journey. The solution used a personalized Q&A game with different personas to engage users and calculate their potential retirement income shortfall, all within a cheerful, off-the-wall interface. The prototype successfully generated leads by raising awareness and inciting users to contact AXA for advice. It was so well-received that it was translated and deployed to four new countries, broadening the target audience to include people aged 35-40.

AXA