Customer Case Study

Financial planning for a secure future is crucial, but complex market terms and uncertain times make it difficult for planners to confidently engage with their accounts and take action.

Equitable shows customer care by guiding members through next best actions based on their unique account status. Together with SundaySky, Equitable delivers individualized video-powered experiences that educate customers on convenient digital tools and resources to make the most of their accounts, increasing customer engagement and satisfaction.