Insights

ANZ Plus, 2023 - 2024

After drawdown, customers lacked visibility into their loan progress, making it hard to stay engaged or optimise repayments. 

My task was to design real-time insights to promote financial wellbeing and empower confident loan management.

Interest
rate

Interest
rate

Interest
rate

Financial wellbeing behaviours are driven by surfacing information that helps customers live well with their loan today. These customer priorities guide the insights made.

Money

Accounts

Payments

Property

Support

Loan Repayment

22 March 2023

+$3,057.00

15 Days

Today

+$500.00

Transfer from Everyday Funds

+$500.00

15 Days

Rate Change

6.14% p.a.

22 March 2023

$1,206.94

Interest

$1,206.94

Getting Ahead

Explore Options

Loan Progress

Track Your Loan

6.8%

Estimated Equity

$145,678

Transfer

Manage

Loan Balance 􀅴

-$559,183.43

Redraw Amount $10,357.93 􀅴

􀆉

Property

Home Loan

Money

Accounts

Payments

Property

Support

Loan Repayment

22 March 2023

+$3,057.00

15 Days

Today

+$500.00

Transfer from Everyday Funds

+$500.00

15 Days

Rate Change

6.14% p.a.

22 March 2023

$1,206.94

Interest

$1,206.94

Getting Ahead

Explore Options

Loan Progress

Track Your Loan

6.8%

Estimated Equity

$145,678

Transfer

Manage

Loan Balance 􀅴

-$559,183.43

Redraw Amount $10,357.93 􀅴

􀆉

Property

Home Loan

Money

Accounts

Payments

Property

Support

Loan Repayment

22 March 2023

+$3,057.00

15 Days

Today

+$500.00

Transfer from Everyday Funds

+$500.00

15 Days

Rate Change

6.14% p.a.

22 March 2023

$1,206.94

Interest

$1,206.94

Getting Ahead

Explore Options

Loan Progress

Track Your Loan

6.8%

Estimated Equity

$145,678

Transfer

Manage

Loan Balance 􀅴

-$559,183.43

Redraw Amount $10,357.93 􀅴

􀆉

Property

Home Loan

Carried over the well-received loan progress insight to ANZ Plus to maintain continuity and build on existing customer value.

Money

Accounts

Payments

Property

Support

Loan Repayment

22 March 2023

+$3,057.00

15 Days

Today

+$500.00

Transfer from Everyday Funds

+$500.00

15 Days

Rate Change

6.14% p.a.

22 March 2023

$1,206.94

Interest

$1,206.94

Getting Ahead

Explore Options

Loan Progress

Track Your Loan

6.8%

Estimated Equity

$145,678

Transfer

Manage

Loan Balance 􀅴

-$559,183.43

Redraw Amount $10,357.93 􀅴

􀆉

Property

Home Loan

Money

Accounts

Payments

Property

Support

Loan Repayment

22 March 2023

+$3,057.00

15 Days

Today

+$500.00

Transfer from Everyday Funds

+$500.00

15 Days

Rate Change

6.14% p.a.

22 March 2023

$1,206.94

Interest

$1,206.94

Getting Ahead

Explore Options

Loan Progress

Track Your Loan

6.8%

Estimated Equity

$145,678

Transfer

Manage

Loan Balance 􀅴

-$559,183.43

Redraw Amount $10,357.93 􀅴

􀆉

Property

Home Loan

Money

Accounts

Payments

Property

Support

Loan Repayment

22 March 2023

+$3,057.00

15 Days

Today

+$500.00

Transfer from Everyday Funds

+$500.00

15 Days

Rate Change

6.14% p.a.

22 March 2023

$1,206.94

Interest

$1,206.94

Getting Ahead

Explore Options

Loan Progress

Track Your Loan

6.8%

Estimated Equity

$145,678

Transfer

Manage

Loan Balance 􀅴

-$559,183.43

Redraw Amount $10,357.93 􀅴

􀆉

Property

Home Loan

'Getting Ahead' showed how extra contributions put customers ahead on their loan, while reinforcing a financial safety net and encouraging healthier financial habits.

THE TEAM

Value Stream Lead:

Gordon Rennie

Product Owner:

Chei Ear

Delivery Lead:

Paul Mizzi

Analysts:

Aaron Makin, Indhumathi Krishnamurthy

Engineers:

William Peroche, Shawn Webster, Maria La Porta, James McKay, Anh Vu, Anton Zambzhytski, Ha Vo, Long Le, Mohamed Elbanhawi

3D & Motion:

Garett Mayow, Emily Pritchard, Nick Weller

Product Design:

Jessie Lai

Design Systems:

Sam Berriman, Julia Ghent