CASE STUDY

Financial Services Colleague Technology Experience

Financial Services

Customer Experience

Opportunity

This Fortune 500 financial group was plagued with antiquated technology and an inconsistent approach to employee collaboration and computing.

Approach

Bootstrap the CTX Experience Management Practice, developing strategies, structure, governing, operating, and delivery models, all informed by competitive market intelligence, direct colleague needs and behaviors, and a sentiment management framework.

Results

What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

Opportunity

This Fortune 500 financial group was plagued with antiquated technology and an inconsistent approach to employee collaboration and computing.

Approach

Bootstrap the CTX Experience Management Practice, developing strategies, structure, governing, operating, and delivery models, all informed by competitive market intelligence, direct colleague needs and behaviors, and a sentiment management framework.

Results

Built a colleague experience and enabled best-in-class Colleague technology for a Fortune 500 financial group. Developed Personas & Journeys to help actualize a new Operating Model, along with a Tech Toolbox for each of the 8 personas to align with the new Ways of Working.

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