CASE STUDY

The Work is under NDA,
Contact for actual designs

Understanding the business model

IIFL Securities is an Indian diversified financial services company that offers a range of products and services to its customers, such as:

1

Research and broking:

Reports, analysis, and recommendations on various asset classes; online and offline trading platforms, advisory services, and depository participant services

2

Financial products

distribution

Distribution of mutual funds, bonds, insurance, alternative investment funds, and portfolio management services

3

Investment banking

Equity and debt capital markets, mergers and acquisitions, private equity, and structured finance

4

Institutional equities

Broking, research, and corporate access to domestic and foreign institutional investors

Broking, research, and corporate access to domestic and foreign institutional investors

Why Now? Urgency?

Building a branch locator page can help IIFL Securities to solve the users’ queries online in a more convenient and efficient way.

Value Proposition

A value proposition is a statement that summarizes the benefits that a company or a product offers to its customers, and what makes it different from or better than the competitors. It is a way of communicating the value that a customer can expect from buying or using a product or service. A value proposition should be clear, concise, and compelling

Target Audience

Certainly! Crafting a target audience slide involves providing detailed information about the specific demographics, characteristics, and needs of the audience that IIFL Securities aims to serve.

Competitors

STRUCTURE DESIGN

Accelerated Growth and Expansion:

Increased brand awareness

Facilitated expansion into new markets

Enhanced Operational Efficiency:

Reduced call center load

Optimized staffing and resource allocation

Improved Customer Experience

Enhanced convenience and accessibility

Seamless omnichannel experience

Staying Competitive:

Meeting evolving customer expectations

Differentiating from competitors

For [customers seeking in-person financial advice], who [value accessibility and local support], our [branch locator section]

is a [feature of our financial services platform] that [provides a convenient way to find and connect with our nearest branches].

Unlike [other platforms that lack localized support], we [offer a network of physical branches strategically located for personalized assistance, consultations, and support].

For [customers seeking in-person financial advice], who [value accessibility and local support], our [branch locator section] is a [feature of our financial services platform] that [provides a convenient way to find and connect with our nearest branches]. Unlike [other platforms that lack localized support], we [offer a network of physical branches strategically located for personalized assistance, consultations, and support].

OVERVIEW

Pain Points of Users

Difficulty finding a branch:

Lack of awareness about nearby locations,

unclear information on online locators,

limited accessibility in certain regions.

Lack of personalized attention:

Feeling like just another customer,

receiving generic advice not tailored to their needs.

Time-consuming experience

Long waiting times
Inefficient service

Intimidating atmosphere

Formal branch design, unfamiliar processes,

and unapproachable staff can discourage visitations.

Demographic Profile:

Age: 25-55 years old (primary)

Interests:

Tech-savvy, ed about

financial markets, seek

convenient and hassle-free

investment solutions

Interests:

Tech-savvy, ed about

financial markets, seek

convenient and hassle-free

investment solutions

Location:

Urban and semi-urban areas in India

Income:

Middle to upper-middle class and

above, with disposable income

for investments

Key User Tasks

  • I want to easily locate nearby branches with clear directions and operating hours.

  • I want to feel comfortable asking questions and discussing finances in a friendly and approachable atmosphere.

  • I want to receive personalized guidance aligned with my specific investment objectives and risk tolerance from financial experts.

  • I want to feel ease while scheduling appointments and want a quick assistance,

  • I want to access all necessary financial services like account opening, portfolio management, and tax planning in one place.

Traditional brokerages

ICICI Direct, Kotak Securities, and Angel Broking

Digital-first platforms

Zerodha, Upstox, and Groww and more...

Hybrid players with physical branch

Axis Direct and Motilal Oswal