Finance

Financial Services companies are facing rapidly growing online alternatives for clients to be educated about financial markets and products, hear directly from individuals about their experiences and share their thoughts and questions. Because of these trends, online marketing approaches continue to show the greatest return on investment but significant confusion exists regarding the best approaches to take. Most financial services companies we work with are looking to:

• Enhance user experiences online to improve usability and performance against key conversion metrics
  
• Increase the velocity of knowledge creation and transfer within the company. Learn more - Enterprise 2.0 whitepaper
  
• Given the regulatory guidelines, find the right way to credibly create communities for the education of customers and agents