The Web Marketing Association is proud to present this 2011 Internet Advertising Competition Award for
Outstanding Achievement in Internet Advertising.
Best Financial Services Interactive Application
The Business Objective: To create an online tool that would allow advisors to create and present a personalized report to clients for the purpose of tax and estate planning. The Solution: BlueRush designed and developed a tool that contains a questionnaire. Answers to the questionnaire drive a decision tree which then populates a personalized report that advisors can present to their clients. This is a simple value added tool intended to support sales opportunities and improve the customer experience.
Contributors:
BLUERUSH
Location: Canada