Blueshore

THE BEST SERVICE STARTS WITH UNDERSTANDING THE CLIENT JOURNEY

Visual journey mapping and research helped a Vancouver-based boutique financial services company elevate its banking experience.

Project

Journey mapping, Customer research, Personas

Industry

Finance
Case study overview
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experience mapping research

The challenge

As a regional credit union, BlueShore Financial operates in a highly competitive sector in a crowded metropolitan market. To differentiate itself, the organization aims to deliver a unique client experience with outstanding personalization and service. Achieving that to the fullest required deeper insight than its traditional market research was providing. So BlueShore called on Akendi.

customer journey research

We’ve always prided ourselves on our exceptional client service. Akendi’s research helped us focus on specific, actionable ways to raise it to the next level.

VP Marketing
Catharine Downes

customer persona research
customer journey research customer persona research

Our approach

Our team conducted extensive interviews with BlueShore Financial’s clients and stakeholders to learn more about their needs and experiences. We then developed personas and experience maps to provide a rich, strategically valuable picture of key BlueShore client journeys — account opening, new mortgage and investment consolidation.

Our visual presentation of this information gave BlueShore a clear view of its strengths and opportunities for improvement.

The new personas and experience maps plus training from Akendi on how to use them helped BlueShore fine tune its services and improve client engagement. Our in-depth research revealed that new clients referred by mortgage brokers required a completely different onboarding experience. BlueShore implemented a new process to introduce these clients to the full range of products and services available to them.

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About Akendi

Akendi is a human experience design firm, leveraging equal parts experience research and creative design excellence. We provide strategic insights and analysis about customer and user behaviour and combine this knowledge with inspired design. The results enable organizations to improve effectiveness, engage users and provide remarkable customer experiences to their audiences.