Category: Finance

Projects

• Financial Onboarding Portal (B2B2C SaaS Salesforce)

  

  The international insurance firm financial department decided to to redesign and enhance the existing agent onboarding system using the out-of-the-box Salesforce Experience Cloud features.

  B2B2C, Finance, Innovation, Vision & Exploration

• User Research for Membership Programme

  

  A UK insurance and travel company recently introduced a membership program aimed at their customers over 50 years old. The Digital Marketing Team wanted to learn more about what these users like and how they act, so they could improve their overall experience.

  B2C, Enhancement, Finance, Innovation, Insurance, Vision & Exploration