Mobiquity

The Client
Going back to 1832, Janney Montgomery Scott has been providing comprehensive financial advice and superior service to individuals, families, corporate and institutional investors. It focuses on clients and implementing financial strategies that help them reach their goals.

The Challenge
Janney needed a comprehensive digital strategy that included the Web, mobile and social media to strengthen its client relationships, improve communications and productivity while complying with strict industry regulations.

Our Solution
To create an overall strategy that hit all the needs and goals of the client, we conducted extensive research. This included

• interviews with company personnel
in-house surveys
• Web, mobile and social media analysis
• our Mobile Innovation Workshop, which produces a playbook that contains high-impact opportunities using mobility across the entire enterprise
• assessing how Janney stacks up against the industry as a whole, as well as their direct competitors, in terms of mobile capabilities
• determining the priority needs of employees and clients

Broad brainstorming and idea sessions helped identify the best B2C and B2B mobile application solutions for creating increased revenue while at the same time improving operations and client perception of the firm. Digital gaps were identified and addressed. Recommendations were made on how to create brand awareness and attract new clients.

[back to search results]