The Business Objective: To develop an online interactive questionnaire for Mackenzie Financial customers that could support its Symmetry One product line. The Solution: BlueRush created an online version of an existing paper-based Symmetry Questionnaire that clients could easily complete from the comfort of home. Like other Mackenzie resources, this online questionnaire is designed to support key advisor sales activities and the marketing of Symmetry products.
Contributors:
BLUERUSH
Location: Canada