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We’ve conducted multiple interviews to test and gather feedback from Brokers (from small to large firms) regarding the new Fact Find designs.

Client

Status

Link to notes

Cornerstone

CONDUCTED

In-depth Interview with [Cornerstone]

XL Financial

CONDUCTED

In-depth Interview with [XL Financial]

313 financials

CONDUCTED

In-depth Interview with [313 financials]

Gary Das

ROUGH DRAFT

In-depth Interview with [Gary Das]

Furnley BS

ROUGH DRAFT

In-depth Interview with [Furnley BS]

SCHEDULED

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