Developing real trust virtually.
From advisors struggling to maintain or cultivate new connections due to Covid restrictions to a new portal where advisors can forge online customer connections effortlessly.
LONG TERM EFFECTS
A convenient, user-friendly portal that makes choosing the right financial advisor online feel more personable.
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.
