Edward Jones financial advisor customer platform
Edward Jones financial advisor customer platform
Edward Jones financial advisor customer platform
Building the future of financial networking during a global crisis.

Building the future of financial networking during a global crisis.

Addressing the business challenges of a pandemic to build a portal that empowers users to learn, connect, and grow trust in their financial advisors.

FEATURES:

The updated experience converted a remarkable 54% of new prospects to leads.

Edward Jones financial advisor on a video call with a family.

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. 

Images of the Edward Jones portal on mobile and desktop
Images of the Edward Jones portal on mobile and desktop
Images of the Edward Jones portal on mobile and desktop
Phone screens with Edward Jones financial advisors on them meeting with clients.
Phone screens with Edward Jones financial advisors on them meeting with clients.
Phone screens with Edward Jones financial advisors on them meeting with clients.
screens of the edward jones mobile application
screens of the edward jones mobile application
screens of the edward jones mobile application

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. 

After we launched this addition to their website, 54% of Edward Jones new prospects converted to leads.