Presenting terminology in an easy to understand manner is something that’s lacking within the finance industry. We looked at this as an opportunity which we took advantage of in our CRM 2.0 project.
Ardent Creative spearheaded the design of a customized, highly visual worksheet that provided a detailed breakdown of loan specifics. Follow up emails moved away from text heavy form letters and towards shorter, punchier communications.
Southern Sky Films stepped in to round out the project by shooting the video companion pieces in which Grace, our Loan Concierge, takes borrowers step by step through their loan application.