- Matt Fisher - Senior Content Strategist firstname.lastname@example.org
Customers were signing up for My Portfolio, an online tool that allows customers to see all their financial information in one place, without knowing what it was.
Many found the experience overwhelming and abandoning it. The drop-offs cost the bank money because My Portfolio is hosted by a 3rd party vendor that charged the per subscriber for a full year's service.
- User testing indicated that customers would be more likely to use My Portfolio long term if they knew what it was and how it worked before signing up.
- Create a micro site that displays the first time customers click on the the My Portfolio sign-up link.
- Educate customers on My Portfolio's features and benefits
Client reported a "significant" decrease in dropped accounts