Pension in a Click
The solution for small businesses, self-employed professionals and employees
Menora Mivtachim is the leading pension fund in Israel and the largest insurance company in Israel. As part of its online strategy, digital services are now given that obviate the need to contact a representative or an agent. During the years we designed numerous products to to the company, including calculators and simulators that give a visual understanding of investments, pension enrollment systems, pension management systems and more.
The main design challenge is keeping a clear, understandable and engaging user experience amidst all the textual and numerical information while keeping the brand’s values of stability, solidity and modernity.
This is done by stratifying the textual fields, separating them to different consecutive stages and selectively presenting them according to the flow. Brand values are kept by structuring the pages in a conservative fashion and relying on high quality stock photography.
The system has a variety of tools that encompass the entire workflow, including a calendar, meeting schedule, sales and reports.
An incentive interface is included within the system. Employees are encouraged to boost performance and win prizes.
Menora Mivtachim uses an array of online products to help consumers choose their retirement and investments plans. These include:
The solution for small businesses, self-employed professionals and employees
Guide and prepare consumers before their meeting with a pension professional
help consumers make informed decisions.
help consumers make informed decisions.
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