Best CX in Financial Services – Prudential Financial

By combining the traditional advisor model with new D2C capabilities, Prudential Financial launched a platform that offers consumers the choice to get advice where and how they prefer.

Retirement readiness tools are specifically made to allow consumers to uncover personalized projections of their retirement income and spending over time and prepare for the next stage in life.

This case study won the gold award in the Best CX in Financial Services category at the US Customer Experience Awards 2023.