The Right Remedy
Introduction
Details
Client :
Remedy Financial
Tools :
2024-Current
Role
Designer
The Challenge
How do we keep clients up to date in a government that is constantly changing?
Remedy has been in business for over 20 years and prides itself on their personal relationship with their clients. However, their day to day is constantly filled with phone calls and answering emails about questions in regards to IRS, deadlines, and potential scams.
Our Solution
I decided to implement a monthly newsletter to for our clients to keep them informed on upcoming filing deadlines, extension dates, news on exemptions, new IRS protocols and even services offered within Remedy. This newsletter is meant to answer any questions clients may have about something they've seen or heard (or not heard) in regards to Department of Revenue updates. This way it would minimize the amount of emails and phone calls on a daily basis to the tax professionals and free up time to complete more taxes. We also took to posting these updates on social media to make sure they were reached in multiple facets.
The Outcome
Though the biggest goal was to reduce calls and emails, the most important part was making sure that we conveyed our care for our clients through informing them and letting them know there was someone on their side and didn't want to see them fall behind or be left out of the loop. Social media engagement increased and clients informed us that the newsletters were actually helpful for things such as making sure they stayed on top of deadlines for submitting their tax documents. I also created a kiosk to be placed in the lobby that gives clients insight on all services (old and new) that are offered at Remedy Financial Services so they know the resources available to them by someone they trust.
