Case Study: Edelman Financial Engines improves financial planning engagement with Blink UX

Edelman Financial Engines nearly doubles appointment attendance with Blink UX

Edelman Financial Engines, a major financial planning firm formed from a merger, faced the challenge of combining its traditional in-person advisory services with automated digital tools. They partnered with Blink UX to create a new digital experience platform that would bridge this gap and provide users with more robust, user-friendly financial planning tools.

Blink UX implemented an intuitive online platform featuring holistic planning tools, milestone notifications, and streamlined client-planner communication. As a result, prospective customers using the portal were nearly twice as likely to attend an appointment with their financial planner. The solution delivered by Blink UX led to increased engagement and a higher conversion rate to the company's advisory services.

Edelman Financial Engines