Harvey's success is based on a personalized approach that has built up a substantial customer base. They are convinced that digital is the key to developing this strategy on a larger scale, and to offering a radically different experience from their sector.

Exploratory research

Shadowing during customer calls

Regular exchanges with sales representatives and founders

Interviews with prospects

Identified personas

Real estate development team

External distributors

Investors

Pain points

Preliminary asset appraisal creates friction when making contact

Tedious purchase file to manage with the customer, especially the signature stage

Complex management of external distributors who have no direct access to the catalog, need to edit mandates and endorsements, frustration at not being able to get their customers to sign online.

Offer investors a complete view of their assets, to make this step more attractive, and increase retention by facilitating post-purchase property management (centralization of documents, performance monitoring).

Digitize the process of signing a contract for the purchase of a property

Empower partners to generate mandates, place options, reserve and benefit from an online signing process.

Creation of HD prototypes, progressive creation of a design system.

Customer area in the form of an asset management tool (Finary style)

Partner area for finding, selecting and reserving lots, with automatic management of marketing mandates, and electronic signature for customers.

Real estate program catalog

In-house backoffice for tracking lot sales, customer database with asset overview, preparation of purchase documents, online signature.

Redesign of the backoffice

Catalog redesign

Complete design of investor area

Complete design of partner area