Guide product discovery
Replace long comparison tables with questions that explain the differences customers actually care about.
Storycards for banking
Turn complex banking products into guided decisions.
Create interactive journeys that help customers compare options, prepare for an application and reach the right team with better context. Give every business unit room to create inside approved brand and compliance rules.
StorycardsConcept demo
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Where are you in your home buying journey?
Better product understanding before the application starts.
Prepare qualified conversations
Collect goals and preferences before a branch, advisor or digital application handoff.
Keep every journey governed
Protect approved language, components and publishing while product teams maintain current content.
Banking journeys built around real customer intent.
Use Storycards before an application, inside education campaigns or as a guided layer across product pages and digital banking services.
01
Account finder
Match everyday needs and service preferences to relevant account paths.
View workflow
- Ask for
- Account purpose, service channels and everyday usage.
- Show and connect
- Explain relevant account categories and continue to the bank’s comparison or application page.
- Measure
- Finder completion and application-page clicks.
02
Mortgage readiness
Help prospective borrowers prepare priorities, documents and advisor questions.
View workflow
- Ask for
- Buying stage, property status and preparation needs.
- Show and connect
- Show a document and question checklist before an advisor booking. Keep affordability checks with the bank.
- Measure
- Preparation completion and booking clicks.
03
Savings goal planner
Turn a goal and time horizon into an educational plan with practical next actions.
View workflow
- Ask for
- A savings goal and time horizon, without account credentials.
- Show and connect
- Build an educational action checklist and link to the bank’s current savings information. Do not project returns.
- Measure
- Completed plans and savings-resource clicks.
04
Financial wellbeing check
Use reviewed questions and content to help customers understand habits and support options.
View workflow
- Ask for
- Self-reported habits and the topics a customer wants to understand.
- Show and connect
- Offer bank-reviewed learning resources and support contacts, without making a credit assessment.
- Measure
- Completed checks and resource selections.
05
Business needs assessment
Route small businesses by payment, cash flow and service needs before a conversation.
View workflow
- Ask for
- Business stage, payment channels and cash flow needs.
- Show and connect
- Create a conversation brief for the bank’s small business team.
- Measure
- Completed briefs and sales-contact requests.
06
Product education story
Explain loans, deposits or digital services through a short interactive narrative.
View workflow
- Ask for
- Product topic and answers to short comprehension questions.
- Show and connect
- Explain terms with examples and link to current product disclosures.
- Measure
- Lesson completion and questions answered incorrectly.
Prepare a mortgage conversation around the buyer’s next move.
A bank can turn a broad mortgage inquiry into a useful advisor brief. Ask about the buying stage, adapt the preparation list and route the visitor to the bank’s appointment or application system.
The launch brief
- What the visitor shares
- Buying stage · Preparation need · Chosen destination
- How the path changes
- First-time buyers see preparation resources. Home movers answer whether they have found a property. Existing borrowers choose the reason for a review, which changes the advisor checklist.
- Where it goes next
- Send the agreed response fields to an advisor booking or CRM workflow. Applications and affordability checks remain in the bank’s systems.
- What to measure
- Track completion and appointment clicks. Connect booking outcomes from the bank to assess which journeys lead to attended conversations.
Educational example only. No borrowing estimate, credit decision or financial advice is provided.
Build the experience. Keep control of the details.
Design the questions, results and responsive layouts in the Studio. Reuse components across products, give teams clear editing permissions and connect the finished journey to your systems.
Professional visual creation
Start with AI or an approved template, then refine every layout, state and breakpoint in the Storycards Studio.
Explore the Studio→Brand and publishing control
Protect components, fields and interactions. Decide who can create, review and publish each experience.
Explore brand governance→AI-assisted starting points
Turn an approved brief or source into an editable first version that stays inside your component and permission system.
Explore AI creation→Structured first-party data
Define interaction events and response fields, then connect consented data to the approved destinations in your stack.
Explore integrations→Measure and improve
See completion, choices and drop-off points so teams can make focused changes to the live journey.
Explore analytics→Build with Storycards
Bring us the journey you want to build.
Bring one customer journey, one product brief or one existing experience. We will help you map what to build and how it fits your operating model.
Talk to our enterprise team