

AIB partnered with Vizolution to evolve its Direct Customer Financial Planning journey.
The financial planning journey would typically take place in person, either in branch or at the client’s home, which would be inconvenient for the customer or inefficient for the business. The financial planning process was two-staged:


AIB used Vizolution’s technology to develop and deploy a wealth management journey which enabled customers and agents to exchange information and participate in a convenient and efficient remote financial planning session.
The Impact



The Impact


