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At HeathWallace we work with a variety of clients in the financial services sector. During 2006 our growing clientele has provided opportunities for us to continue to deepen our specialist knowledge of the financial services industry and cross-cultural environments.
The purpose of the project was to develop improved information architecture and to lift the copy content from the original product description pagers into an in-house content management system (CMS).
After travelling to Hong Kong, HeathWallace (HW) held a two day workshop with the marketing, IT, web and business teams. Through the project initiation stage HW developed ideas at the workshops which had already been road tested in the UK.
HeathWallace were appointed to create an integrated marketing campaign to launch their new online policy servicing system for IFA's.
Review the client's current online application processes and develop a 'best of breed' approach to the customer journey.