Through in-depth research and stakeholder workshops, we identified key gaps in usability, integration, and tool discoverability.
From unclear campaign flows to limited personalization options, these challenges were holding back both user efficiency and the platform’s market competitiveness.
The redesigned platform is simpler, smarter, and more scalable, delivering streamlined onboarding, powerful new campaign tools, and a modernized interface. The result:
Improved task completion rates, fewer support tickets, and a platform that meets best-in-class standards in the financial marketing space.
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(2016-25©)