Addressing the business challenges of a pandemic to build a portal that empowers users to learn, connect, and grow trust in their financial advisors.
The updated experience converted a remarkable 54% of new prospects to leads.
When Edward Jones approached Thrillworks, they were facing the unprecedented social barriers that came with a global pandemic while customer needs remained the same. They had to find a way to keep their personal touch without being in the same room.
Through collaboration, we built a portal where clients could browse available financial advisors, watch introduction videos, book appointments, and ultimately, build trust. The experience was friendly and seamless.