包容性协作改变了 AdvisorEngine 的产品创新
技术
- 分析与建模 - 实时分析
- 机器人 - 协作机器人
适用功能
- 产品研发
用例
- 实时定位系统 (RTLS)
关于客户
AdvisorEngine 是一家总部位于纽约的公司，拥有 100 名员工。作为数字财富管理技术的先驱，AdvisorEngine 致力于为客户提供最佳的解决方案，帮助他们加速增长。该公司以其以客户为中心的协作方法而闻名，这使其成为顾问的一流解决方案。无论是带来新的创新技术还是迭代已经深受喜爱的功能，AdvisorEngine 的重点始终是其客户。
挑战
AdvisorEngine 是数字财富管理技术的先驱，面临着将其传统 CRM 产品转变为新的、创新的、以用户为中心的 CRM 解决方案的挑战。我们的使命是以高效、可访问且有意义的方式收集和实施客户反馈，同时进行跨职能实时协作。然而，由于大流行而转向远程工作环境带来了重大挑战。该团队需要在新的远程现实中复制面对面集思广益、快速迭代并收集实时反馈的感觉。面临的挑战是打破跨职能障碍并创建包容性协作的文化。
解决方案
AdvisorEngine 利用 InVision 的协作工具来克服挑战。这些工具帮助团队打破跨职能障碍，收集和实施实时客户反馈，创建包容性协作文化，并提高从设计构思到产品发布的速度。随时随地迭代和提问的能力对于 AdvisorEngine 设计其产品至关重要。该团队能够创建一个让每个人都参与解决方案的空间，包括可能不愿意在电话中发言的客户和团队成员。通过利用 InVision，AdvisorEngine 团队能够在单个画布中进行端到端工作，从而创建出真正以用户为中心、深受客户喜爱的产品。
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