The Objective

E*TRADE asked us to guide the organization with the continued adoption of by the Trading, Margin Lending and Cash Management business unit for analyzing customer feedback.  Increasing Data Integrity and implementing a Business Intelligence tool was integral.

The Deliverables

​Provide analysis and visualization on enterprise customer feedback processed from various intakes:

  • E* website visitors
  • Customer Satisfaction Surveys
  • Customer Services Phone Support

The Benefits

​Provided common dashboard of Key Process Indicators (KPI’s) that will be used to measure customer responsiveness to E*TRADE products and product features.

Services Utilized


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