Case Study: Envestnet helps financial advisors deliver clearer client insights with Keplar Agency’s gamified quiz

Envestnet launches a gamified quiz for financial advisors with Keplar Agency

The customer, Envestnet, faced the challenge of helping financial advisors efficiently identify their clients' needs. They engaged the vendor, Keplar Agency, to create an interactive web-tool to transform complex financial advice into clear, people-centered insights.

Keplar Agency designed a gamified quiz to overcome engagement challenges. The solution was developed through an extensive UX workshop, resulting in a tool featuring an intuitive user interface, motion, and animation. This webtool, built by Keplar Agency, is now used by financial advisors around the world to efficiently reach the correct information for their clients based on their quiz scores.

Envestnet