Results
Global leader in tax technology
CX transformation for financial services
Background
A leading global provider of corporate tax software and services for some of the world’s largest retailers, Vertex aims to take the complexity out of sales and use tax, global taxation, and tax data for its customers. Vertex needed a partner to help them quickly and cohesively develop an evolving global customer experience. Their partner network was rapidly expanding, their products were maturing and their marketing needs were growing. They needed a team of nimble strategists, designers and technology experts that could manage and innovate across a complex digital marketing journey.
By the numbers
3X improvement across key conversion points
11+ years working together
200+ customer interviews
What We Did
A global solution that scales with Vertex’s swift growth
Starting with an assessment of Vertex’s market, data and customer journey, we created a personalized, multi-visit B2B experience designed to scale and nurture prospects across an organization. The globalized site allows for regional-centric content and solution offerings and considers various points of entry including a partner channel and automated chat. Ongoing, through rigorous, data-driven processes, we are able to quickly adapt and create a connected global customer experience for Vertex.
