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Sean Beard
Alan Henson
WHAT WE DO

Brand Architecture
Brand Strategy
Employer Branding
Mergers & Acquisitions

We’re passionate about tackling the imperatives of modern leaders

Learn how we deliver on these essential, strategic needs that enable companies to sustain a resilient and impactful business.

HOW WE DO IT
CASE STUDIES
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Building better healthcare outcomes, together

At Pariveda, we bring thought leadership to all healthcare industry challenges. Leveraging the benefits of advanced, emerging technologies and fresh perspectives….

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CASE STUDY

Digitizing a White-Glove Customer Experience

Businesswoman walking in a financial area, she is looking up to the sky and holding a smartphone
$ 0 B

In revenue

0 K+

Employees

At a glance

Challenge

Scaling white-glove service delivery for the digital age by redefining the product experience.

Result

Pariveda defined a new product experience by designing a customizable customer portal with efficient customization, process transparency, easy data access, and simplified management of repeatable operations. 

Impact

A clear product purpose and vision prepared our client to build project alignment and support to move into the Minimum Viable Product (MVP) implementation phase.

CommercialBank* provides wealth management services to high-net-worth individuals, operating 93 offices in 11 states, employing more than 5,000 personnel, and generating nearly $7 billion in revenue.

CommercialBank earned a reputation for providing exceptional client service through a high-touch, consultative experience, but growing pains created complexities in their service delivery.

 

The Challenge

Envisioning a redefined product experience.  

Customers highly value CommercialBank’s specialized industry knowledge and high-touch, consultative service. However, manual processes created difficulties in scaling products and their signature white-glove experience as the company grew.

CommercialBank partnered with Pariveda to redefine the product experience with a customizable customer portal.

The Result

How Pariveda established the North Star to advance product experience:

The Impact

The solution positioned CommercialBank to reach ambitious growth goals of tripling their program base the next year.

Pariveda helped CommercialBank stay true to their white-glove customer service experience.

Learn how we deliver on the essential, strategic needs that enable companies to sustain a resilient and impactful business.

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Sean Beard
Alan Henson
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