Case study · Mercer Advisors · Client Portal Demo
New clients see the portal before they log in.
A filmed and screen-recorded walkthrough of Mercer's client portal, made for clients who are joining the firm.
- Client
- Mercer Advisors
- Industry
- Wealth management
- Capabilities
- Creative
Client Portal Demo · Watch on Mercer's site ↗
The challenge
The client portal is where Mercer clients see their accounts and work with the firm. Mercer wanted new clients comfortable with it before they ever logged in.
Our approach
A 4:06 demo, produced end to end, that pairs screen capture of the portal with filmed footage.
The outcome
Familiar
New clients join already knowing how the portal works.
4:06
One walkthrough covers the whole portal, start to finish.
On the site
It runs above Mercer's intake form, so prospects see it before they talk to an advisor.
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