Omega Plan
Omega Plan is a payment aid program for customers with an active loan that had a profound impact on their business due to COVID-19.
Forecasting global economy behavior, the Collections team created a Payment Restructure plan, which helps current customers, increasing the term of their loan and decreasing the amount of monthly payment during the first installments according to a defined segmentation.
Since Konfío’s loan-application process is 100% digital (and most of the time customers complete it without any help from a human) we are aiming for a self-service experience on this aid program, where customers would be able to activate this plan without customer service help through their dashboard.
Goal
- Design a user-friendly but mostly self-service experience within customer dashboard.
Konfío’s mission: to help and to empower Mexican SME’s become key throughout the COVID-19 pandemic.
Challenge
The most challenging part of this project was to translate a long product requirement document and technical language regarding loan restructure into a two-line copy length.
In order to drive customers to a real self-service experience, I found out that concepts such as loan restructure and accrued interest needed to be explained without complications, besides providing detailed information about their loan restructure, for instance, terms & interest rates.
Process
Copywriting (Spanish only)
- Describir en dos líneas el plan: Ajusta tu capacidad de pago al aumentar el plazo de tu crédito, conservando la tasa interés.
- Explicar el detalle de nuevo plazo: Tu nuevo plazo es la suma de los pagos restantes más los que agregaste.
- ¿Qué son los intereses devengados? Pago por (monto) correspondiente a los intereses que se generaron a partir de (fecha de corte).
- Explicar qué son los pagos crecientes: El monto de la mensualidad incrementa de manera gradual.
Screens
carlavivani.wordpress.com 