Clearer financial forms strengthen relations with investors
Investors are often irritated by the complex information they get from financial institutions. To strengthen customer loyalty, a large Canadian investment firm asked Learning Communications to simplify forms for Retirement Savings Plans (RSPs). Management reasoned that if investors could easily understand the forms, those investors would form longer-term relationships with the company.
Simplified forms create a more positive customer experience
We revamped the RSP forms using a customer-focused structure, plain language writing, and an uncluttered layout. We also added advice to help customers make better investment decisions. Usability testing revealed that investors understood forms more quickly, needed less support, and made fewer errors.
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“Customers who find it easy to understand information about your products and services have more confidence in your company. Customer satisfaction affects your return on investment.”
– Vice-President of Marketing
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