For financial advisors to succeed, they need the right tools at the right time. When the leading provider of SaaS solutions for financial services reached out to Extractable, their mission was to anticipate this need for today – and tomorrow.
Our client’s financial planning tools are used by over 250,000 financial professionals across more than 2,700 companies, including many of the world’s largest financial institutions. Their goal was to not just set the bar, but to beat challenger brands to the punch.
Through that lens, we conducted a deep dive into the future of online financial advisory services, looking at innovation both within the industry and outside of it. From there, we defined a strategy to transform the customer experience of their flagship product.