Turning Investment Confusion into Confidence
Insurance + Investment Product
Simplifying Insurance + Investment Decisions with UX Design
My Role
UI/UX Designer — (End-to-end ownership of layout, information structure, visual hierarchy, and responsive design)
Platforms
Web & Mobile (Responsive)
Project Type
Real product – customer-facing landing experience
Timeline & Status
2 Weeks
Project Overview
SISO Corner is a digital experience designed to simplify a complex insurance + investment product offered by Bajaj Allianz Life Insurance. The product blends long-term wealth creation with life insurance benefits—often difficult for users to understand and compare with traditional mutual funds.
This project focused on designing a clear, confidence-building landing experience across web and mobile, helping users make informed decisions without feeling overwhelmed.
Context
An opportunity to go out with a bang. The message was loud and clear that what users actually struggle with
Problem Space
Insurance-linked investment products are inherently complex. Users often struggle with:
Insurance-linked investment products are inherently complex. Users often struggle with:
Heavy financial terminology
Unclear differences between similar products
Fear of making the “wrong” long-term decision
Low trust due to poor understanding
In the existing ecosystem,
most users:
Compare SISO with mutual funds without enough clarity
Feel overloaded by dense content and tables
Drop off before fully understanding the value proposition
THE CHALLENGE
The challenge was not just explaining the product, but reducing anxiety around financial decision-making.
How might we simplify a complex financial product into an experience that feels clear, trustworthy, and easy to navigate—without oversimplifying critical information?
Key challenges included:
Explaining long-term financial concepts to non-expert users
Balancing regulatory clarity with usability
Supporting comparison without increasing cognitive load
Designing for both desktop and mobile users
Day 01
Day 02
Day 03
Day 04
Day 05 - 06
Explore & Define (Research + Rapid Ideation)
Visual Design & Systemization (UI Direction + Design Execution) for Web and Mobile version.
Refine & Deliver (Polish, Edge Cases & Handoff)
User flow
Flow Structure
“Users don’t drop off because of lack of interest, they drop off because of lack of clarity.”
A structured journey designed to move users from curiosity to confident financial decisions.
0.0
Enter site
0.1
Entry Points
User enters via search, navigation, or campaign intent
0.2
Hero Scan
User scans financial freedom message and key highlights
0.3
Navigation Choice
User selects path via sticky tabs or continues scrolling
1.0
Understand
1.1
What is SISO
User learns product concept through visual storytelling
1.2
How It Works
User explores timeline, investment flow, and expected outcomes
2.0
Evaluate
2.1
Benefits
User scans key advantages through card-based content
2.2
Comparison
User compares SISO with mutual funds to understand trade-offs
3.0
Decide
3.1
Detailed View
User explores deeper product details like returns, tax, and liquidity
3.2
Plan Exploration
User browses available plans based on goals and preferences
3.3
Social Proof
User reads testimonials to validate decision confidence
4.0
Act
4.1
Conversion
User takes action via call, plan selection, or further engagement
LAYOUT PATTERNS
No fluff, consistent, and scannable.
Keepin' it old school,
responsive layout grids.
A standard set of layout grids and breakpoints, was critical in ensuring we could design and build quickly and consistently. So I keep here only two form of layout style 01. Combination of Mobile and Tablet 02. Is for Desktop version
HIGHLIGHTS
Designing financial products isn’t just about explaining numbers,
it’s about designing confidence.
