BigDreams
BajajCapital introduced " BigDreams " for its 61st anniversary, encouraging Indians to achieve their financial goals. The campaign uses planning tools like Systematic Investment Plans (SIPs) and insurance products to strengthen emotional connections by helping users realize their aspirations.
Date
10th Jan 2025
Category
UX, UI & Branding
Location
Gurgaon
Quick Summary
Project Overview:
On 18th Feb 2025, BajajCapital completed it's 61st anniversary where they came up with a campaign called BigDreams. Why BigDreams? The motive behind the campaign was that every person has a dream (be it buying something or becoming something or doing something etc) so to help achieve every Indian their BigDreams BajajCapital is the right partner. We'll ask them to share their dreams with us & we'll help them achieve it via financial planning.
Brief context:
On the occasion of the 61st anniversary, we decided to start this never ending campaing or a campaign which has a potential to sustain for a long-term. This was the main objective and initially we came up with BigDreams Checklist because dreams can be open-ended but to structure those dreams & align those dreams accordingly we need a checklist to fulfill that. But after further feedbacks it was finalized to BigDreams.
Role and Responsibilities:
- Product Designer (responsible for research, design, approvals & feedbacks, development & launch)
- Project duration and the team involved: January 10th, 2025 - February 18
- Team involved: Rohan -UX, Chahat - Product Head, Mayur - Developer, Sarita - CRM
Project Showcase: BigDreams Partner – Celebrating 60+ Years of BajajCapital
Objectives and Goals
Business Objectives
1. Enhance digital engagement by capturing user dreams.
2. Drive financial product sales (SIPs and Insurance).
User Goals
Empower users to articulate, track, and achieve their financial aspirations with ease.
Success Metrics
1. Capture 1000+ dreams monthly.
2. Achieve 150+ SIP enrollments and 500+ Insurance sales monthly.
Design Process
Research
Conducted secondary research on customer behavior and aspirations and internal stakeholder surveys. Insights revealed that clear, structured visualization significantly motivates users to engage more proactively in financial planning.
Problem Statement
"How might we digitally engage more customers by enabling them to articulate and achieve their financial dreams effectively?"
Ideation & Prototyping
Created wireframes and high-fidelity prototypes in Figma, adhering to a contemporary, visually appealing, and minimal design language using a dynamic bento-style layout.
Tools Used
1. Figma (Wireframing, UI design, prototyping)
2. Adobe Illustrator (Graphics and visual assets)
Final Design Solution
Key Features
1. Interactive Dream Submission Form: User-friendly interface allowing easy submission of user dreams.
2. Dynamic Visual Layout: Engaging visuals that highlight user aspirations prominently.
3. CRM Integration: Automated lead capturing, ensuring timely follow-ups by financial advisors.
4. Seamless User Journey: Simple and intuitive flow from dream submission to advisor consultation.
5. The bento layout allowed us to modularize dreams and moments clearly
Outcomes & Impact
Quantitative Results
1. Over 1200+ user dreams captured in the first month.
2. With 55+ NTB SIP enrollments and 40+ Insurance purchases within two months (all DIY).
Qualitative Impact
1. Stakeholders highlighted the increased emotional engagement and digital interactions with customers and employees, attributing much of this success directly to UX improvements and engaging visual design.
Challenges & Learnings
Challenges
1. Tight timeline (~1 week) for design and implementation.
2. Complex integration between user interface (via. WordPress) and CRM systems.
Solutions & Learnings
1. Implemented agile methodologies and frequent cross-team alignment meetings.
2. Enhanced cross-functional communication skills, and deepened understanding of integrated UX design processes.
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Reflections
This project enhanced my capabilities in delivering engaging, user-centered design solutions under tight deadlines. It reinforced the value of collaboration and clear communication across teams for successful UX implementations.
Lead Verification through Gamification — Spin & Win Activity @ Bajaj Capital
