ClickNow Needs Assessment Tool Case Study

Latest version of Flash required for this site:

Javascript must also be enabled.

Case studies

Needs assessment tool

Case Study: Needs assessment tool

Situation

An International financial services provider needed to increase referral leads from one arm of the group to a different business group to meet clients more complex needs. They wanted to increase staff learning regarding general insurance needs identification and increase client awareness regarding their brand and their general insurance products.

The sales force is expected to fully understand client's financial needs, the company's offerings and make appropriate referrals and/or identify sales and cross-selling opportunities

The needs assessment Web site and tools can be used to increase brand awareness, generate new sales leads/referrals

and drive additional sales and training activities. Such tools remind the client what their needs are and where to go to address these needs, such as at your site/store/branch.

Solution

ClickNow created an intuitive web-based application for advisors to use with clients on the company's existing sales platform. The easy-to-navigate tool helped advisors trigger client needs earlier on in the sales process. At the end of the session, the client is presented with a company branded document generated by the tool which identifies potential needs and provides general advice.

Result

ClickNow created a new customized tool to increase staff awareness and generate new leads and reinforced the companies brand and new product extension service.

The financial services provider achieved an internal market launch in 30% of the traditional time frame (i.e. a time savings of 70%), and reduced its development costs by 20%.