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.