Simplii x Promotional Offer User Research
Strategic Research for Financial Product
Approximately 109K Simplii clients with High-Interest Savings Accounts have not engaged with Balance Build Offers (which provide bonus interest on any additional funds deposited) over the past nine months, leading us to identify the reasons for their lack of participation and increase engagement to boost deposits.
The result will be evidence-based insights into client behaviors, motivations, and barriers, enabling Simplii to design more compelling offers and engagement strategies that drive participation and deposit growth.
ROLE
User Researcher
TIMELINE
4 Weeks | June 2025
Industry
Digital Banking
METHODOLOGY
Survey
Mockup
Data Analysis
Qualitative Coding
STUDY OVERVIEW.
RESEARCH GOAL.
The 3 main goals of the study are to:
Identify the segments of clients who are not participating in these offers.
Understand the reasons behind the lack of engagement from clients with the HISA offers.
Determine which incentives would increase client engagement.
Research Method.
Survey
Sample Size: 180 Simplii clients
Participant recruiting platform run through Alida
Promotional Offer Mockups
PROCESS.
Project Onboarding
Study Planning and Conducting
Study Analysis
Research Results Share-out
Next Steps
RESULTS.
Understand the reasons behind the lack of engagement from clients with the HISA offers
Question: What factors influenced your decision not to take advantage of our marketing campaigns for High-Interest
Savings Accounts, such as Balance Build Offers?
Determine which incentives would increase client engagement.
Question: Why Simplii Financial offers do not meet your financial goals?
