As the national leader in it's field, the client's challenge was that their customers' digital experience was frustrating, particularly given the fact that their typical customer is a financial advisor, constantly on the move and needing to access information quickly and easily on various devices.
We researched the existing customer digital experience, and in particular the most commonly used features. Next, we collaborated with the client in re-imagining these and other customer touchpoints. We considered customers' information and utility needs, and then crafted a new, responsive website which presented most commonly used features conveniently, allowing users to switch between desktop, tablet and mobile seamlessly.
Recurring site visits have grown substantially and the average time spent on the site during these visits has also increased. Instances of the site being accessed via mobile has also grown significantly.