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Case Study Texas Bank Strategy

Small Business Experience Strategy

Assessment Criteria: 

  • Jobs to Be Done, Hybrid Experiences

Methodology

  • Assess existing research, in-person interviews, virtual small group sessions, strategy session, design session

Deliverable:

  • Description of small business owner jobs to be done

  • Detailed model of personas identified for marketing and strategy teams

  • A solution to better predict needs of new small business clients and prospects

  • Opportunity areas to improve client experience