A leading investment management firm used Medallia Experience Cloud and Digital Experience Analytics to transform its client journeys through a new listening program. By integrating quantitative and qualitative feedback across digital and advisor touchpoints, the firm improved satisfaction, NPS, and engagement. Real-time insights helped refine program design, digital UX, and outbound messaging, while sales teams tailored advisor interactions based on live feedback. The firm also combined Medallia data with Google Analytics to prioritize future roadmap development. This initiative deepened client trust, increased retention, and personalized experiences at scale.

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