Investing in the Web and Client Experience

Wed, 07/13/2016 - 11:19 -- admin
Investing in the Web and Client Experience

An industry-leading provider of retirement-account management solutions

With integrations to three different third-party systems, the PAi site is an amazing tool. To provide a seamless experience, visitors can submit quote-requests and login to their accounts onsite -- but each of these activities results in them being shuttled to another system.

PAi nest egg

A visitor-focused approach with conservative Midwestern appeal

We worked with PAi's ad-agency who provided an excellent set of mock-ups to direct the site's appearance.  We added a back-end toolset that streamlines how the site is used:

  • Add content in a "needs review" Status, and automatically alert senior reviewers that content is awaiting approval.
  • Validate that addresses are correct before customer information is submitted.
  • e-Mail list sign-up form that submits addresses directly to their CRM account