Capital Choice: Innovative Platform Provides Next-Generation Sales Enablement for Financial Wellness
The era of digital transformation. A growing financial services company. The need to rapidly modernize and advance legacy processes across sales activities.
In this case study, learn how Capital Choice partnered with HatchWorks to create MyCapitalChoice: an innovative, scalable and responsive platform that simplified providing insurance quotes, effectively demonstrated to clients their long-term financial state, and enhanced the overall experience for sales associates and clients alike.