SHORT TRAINING SESSIONS ALLOW INFORMATION TO BECOME STICKY
Click main image to enlarge or download a PDF of this case study.
Other Case Studies
A clear onboarding experience means home loan customers understand a complex process and complicated information. But, if you do it right, it lowers the risk of default and increases customers' trust, loyalty and satisfaction.
That's Win-Win lending.
When you get a notice from the IRS it's pretty important you're able to understand it and respond in a timely fashion. That got a whole lot easier after creating simplified templates and content modules.
Not surprisingly, comprehension improves compliance and response rates.

Lauren rises above all challenges - complexity of the situation, politics, budget constraints - to come up with creative yet very practical solutions that ease/enhance the customer's experience.
—Clodine Mallinckrodt, currently Systems Manager Providence Health & Services

Lauren's creative problem solving, enterprising attitude and great
gift for building consensus earned her the respect of her colleagues... Her sense of humor and warmth earned her their friendship.