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UserReplay helps Raymond James improve the online customer experience

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Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a diversified financial services holding company with subsidiaries engaged primarily in investment and financial planning, in addition to investment banking and asset management. Through its three broker/dealer subsidiaries, Raymond James has more than 6,400 financial advisors serving approximately 2.6 million accounts in more than 2,600 locations throughout the United States, Canada and overseas.

The Challenge

Prior to UserReplay, Raymond James’s Client Services team found it difficult to monitor or recreate client sessions to ensure a high-quality service experience. To trace any problems that emerged, the Client Services team would pass on client queries to their Enterprise Services team who would then sift through information on web servers. To simplify and expedite this process for the benefit of clients, Raymond James required a solution to replay web sessions.

Download the case study now to find out how Raymond James used UserReplay to improve the customer experience and:

  • Record client journeys on the website, which can then be replayed if a client reports an issue
  • Replay, report on and fix instances of fraud
  • Obtain useful information to ensure an exceptional web experience in half the time

Raymond James UserReplay


“Working with UserReplay is wonderful. I’ve worked with a number of UserReplay associates to ensure a successful deployment and continued usage. The team is always quick to jump on board when needed.”

Abbey Ajanaku, Senior Applications Analyst

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