Case Studies
Win-Win Lending Home loans are complicated and so is the closing process. We've all lived through the consequences of poor lending practices.
But, what if you help customers move through the process by clarifying what's confusing and tracking what they need to do at each step? You lower the risk of default and increase their trust, loyalty and satisfaction. And, that's a win-win. |
The Helpful IRS No one wants to receive a notice from the IRS. But, when you do, it's pretty important you're able to understand it and respond accordingly.
That got a whole lot easier when the IRS implemented the simplified templates and content modules that testing revealed improved taxpayers' comprehension and compliance. No surprise, simpler notices also cost the agency less money. |
Training Sprints When you look at research on how people absorb information, short training sessions that include some repetition are much more effective than long ones.
At a certain point, our brains just shut down and we can't retain any more new information. Brevity, however, is just the beginning; there's a lot more to crafting successful training. |