Transamerica

Building Better Moments for Transamerica Customers

Challenge

Transamerica, one of the world’s leading financial services company, was ready to launch a digital transformation initiative. Historically, Transamerica sold its product lines of annuities, life insurance and retirement solutions exclusively through an independent agency network. They did not have direct customer relationships to foster loyalty and provide direct cross-sell and up-sell opportunities. Tahzoo was selected to help introduce a new consumer-direct channel, protect against disruption, and prepare the entire enterprise for a new future. ​

Solution

Transamerica chose Tahzoo as a strategic partner to provide a variety of services to build a new digital direct channel. Deploying Tahzoo’s lines of business expertise – audience, business, content, design, marketing, and systems -- they launched a new digital-direct channel. Moreover, Tahzoo created a multi-line of business governance processes that helped team members design, launch, and measure a marketing program to engage consumers and increase sales of Transamerica’s products. ​

Within the first year of the relationship, Tahzoo assessed the program and produced a five-year roadmap for digital transformation. This initiative produced a new integrated solution architecture for the enterprise, centered on SDL Tridion as a single, integrated content management system.  In subsequent years, Tahzoo led redesign efforts to consolidate Transamerica.com.  We conducted audience research, incorporating virtual ethnography, to produce a new marketing strategy and campaigns.  Tahzoo also delivered a set of performance metrics to measure advancement toward Transamerica’s digital transformation goals.

Results

Over the course of the five-year digital transformation initiative, Tahzoo was able to transform Transamerica’s digital footprint, foster direct relationships with consumers and build a solid defense against the dangers of disruption from new FinServ competitors.  This new enterprise marketing platform integrated digital governance and redefined Transamerica’s digital customer journey.

Global Experience.

Global Team.

Global Solutions.

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