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Case Study: Transforming Customer Communications

A Fortune 50 financial services client wanted to enhance the quality of their customer experience and customer service by creating a company-wide process for improving communications (letters, notices, statements, and email) sent to customers.

Beyond the Arc worked with our client to create a multi-year roadmap to transform customer communications. Through this process, we partnered to:

icon- customer research

Guide customer and stakeholder research: to ensure that approaches developed by the project working group resonated with the key internal and external audiences.

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Create communications Standards & Guidelines: to provide the foundation for consistent customer messaging across the entire company.

Write best practice communications and re-write existing communications: to demonstrate principles and provide concrete examples that communicators could use as templates and models.

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Design a workshop series: to build awareness and train team members.

icon - websites

Design and maintain a company-wide intranet portal: to educate almost 200,000 employees with a 150+ page web‐based learning platform.

icon - plans

Develop annual communications plans: to prioritize messages, audiences, and mediums.

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Transforming Customer Communications

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