Transforming client experience journeys with an enhanced listening program

An independent investment management firm is dedicated to improving the investment experience and helping people get more out of life.

With a digital engagement model and global audience, the company needed an effective source of information to measure, analyze, and improve user experiences across their operations. With a variety of different programs and objectives, it was important for them to be able to quantify and prioritize the highest-impact opportunities that would lead to revenue growth, quarter over quarter.

Read the case study and find out how Medallia Digital Experience Analytics helped the investment company make significant improvements to customer satisfaction and Net Promoter Scores, helping them evolve their thinking about how to best transform and personalize client experiences.