Screen Shot 2019 05 15 at 10.17.17 PM - Case Study : Financial Investment Services

A Fortune 500 financial services company needed a way to improve adoption for its online customer portal. This meant giving them the ability to gather key customer intelligence from opinion labs and survey data.

With these insights in-hand, they can better understand what customers think of new brokerage, retirement, or trading widgets. This ultimately enabled them to have quicker, more fruitful discussions with management and more efficiently iterate on product improvements.

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