Digital Dashboard Delivers 80% User Satisfaction; Lead-Gen Site Converts Prospects to Participants
Our long-time client asked ITX to help craft a solution that would draw more participants to its retirement planning tool and encourage more frequent use.
We considered multiple user types and made sure that the new marketing and data visualization solutions would meet their needs. We then created a feature-rich, interactive web application connected securely to the individual participant data with an intuitive, easy-to-use dashboard as the showpiece. The new dashboard provided plan participants with quick, easy access to their 401(k) participant information.
To round out the solution, we built an external, lead-gen marketing site that enabled the client to drive product traction among both direct customers and their employee-users. Combined with product marketing best practices that were embedded into the site, ITX accelerated conversion of site visitors to paying clients.
- With the new Marketing site, ITX delivered the customer-facing communication vehicle our client needed to welcome qualified leads deep into the marketing funnel.
- The refreshed Participant site provided the interactive experience users asked for and helped to generate