Raymond James

THE CHALLENGE

Raymond James competitors were flooding the marketplace with content about wealth management. They came to us to flood them with ideas on how to make them stand apart from the crowd with a customized, streamlined tool to generate leads and direct consumer engagement.

THE INSIGHT

Consumers don’t want a flood of information; they want a life raft. They want information tailored to their individual retirement needs, their goals, their dreams – themselves. And they want actionable solutions.

THE SOLUTION

Move both consumer and client farther down the customer journey faster than ever before. How? By creating an interactive questionnaire experience that streamlines the retirement planning process by allowing the customer to have ownership over the what, so a Raymond James representative can more expertly assist with what’s next.

THE RESULT

Engagement far-exceeded expectations, proving that a critical differentiator plus the use of visual cues and tactile triggers equal maximum audience conversion.