Case Study: Freeman Capital improves customer experience to help clients build generational wealth with UXPressia

How Freeman Capital uses UXPressia to help people build generational wealth

Freeman Capital, a private wealth management firm founded in 2015 in Charlotte, NC, wanted to identify service gaps and improve the customer experience while working with a remote team. To learn how customers move through their services and share insights across departments, Freeman Capital adopted UXPressia’s Journey Mapping tool.

Using UXPressia, Freeman Capital built customer and customer-data journey maps, impact maps and personas to align marketing, development, leadership, operations and support, and to plan launches such as social media campaigns, a mobile app and websites. The vendor’s tool shifted the firm to a customer‑first process, improved cross‑functional visibility and gap identification, and is now used at the start of every project to deliver more coordinated, better customer experiences.

Freeman Capital

Calvin Williams

Founder and CEO