Forrester Report: Charles Schwab Boosts Acquisition With Online Ratings and Reviews


Consumers don’t trust advertising, but they trust your customers’ opinions – 83% say it’s important to read user-generated content before making decisions about financial services. Engaging customers through proven social strategies can reveal insights to scalably increase lifetime customer value.

Financial services firm Charles Schwab has developed a set of best practices that financial services organizations can use to guide their decision to invest in social. Download the complimentary Forrester case study to learn:

  • How to implement user-generated content in a highly regulated environment
  • How to gain internal buy-in within financial services organizations
  • How ratings and reviews impacted Charles Schwab’s customer advocacy score
  • How Charles Schwab is changing its business based on customer feedback

Tags : charles schwab, customer acquisition, customer referrals, customer recommendations, client ratings, customer experience

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Published:  Jan 09, 2013
Length:  8
Type:  White Paper