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Edward Jones
When Edward Jones faced social barriers from the global pandemic, they needed to maintain personal touch without in-person meetings. We collaborated to create a portal where clients could browse financial advisors, watch videos, book appointments, and build trust.
Service
Investment services
Client
Edward Jones
Year
2020
To maintain personal touch remotely, we created a portal for clients to browse advisors, watch videos, book appointments, and build trust.This seamless experience led to a 54% conversion rate of new prospects to leads
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