About the client
Broker Trust is the largest brokerage company on the Czech market. Backed by Zdeněk Sluka, the company has been providing reliable services to financial advisors and intermediaries since 2001. More than 3,000 active advisors currently use Broker Trust’s services. They arrange investment, insurance, and lending portfolios for their clients, with the utmost emphasis on comparing the best offers on the market. For more than 20 years, Broker Trust’s approach has been changing how financial advice is perceived in the Czech Republic – thanks in part to its many smart tools, which are unrivaled by other market players.
The challenge
The client requested a move from its original, more B2C-oriented comparison tool to a B2B solution – one that would give both advisors and clients multiple perspectives and angles on the insurance itself. Before the implementation, the solution had to go through user testing with financial and insurance advisors who actively use Broker Trust’s services. This put us in direct comparison with a competing tool, as the client was using both comparison tools at the same time during the test.
Based on the results achieved and its satisfaction with the solution, Broker Trust chose our comparison tool, shifting production over to Verzuz. More than 70% of the total insurance volume is currently arranged through our platform, thanks in part to the simplicity and intuitiveness of the service, which the advisors themselves praise.
Our solution
Given Broker Trust’s original requirement – a move to a B2B-oriented comparison tool – the top priority was making sure the new solution met the needs of the advisors themselves. That’s why we launched what is known as empathic testing, divided into four parts.
- Interviews with advisors – identifying their own needs as well as those of their clients, for example where they see the most room for improvement or, conversely, what they are satisfied with
- Testing a clickable prototype in practice
- User reviews – feedback on the prototype, identifying its strengths and weaknesses, and then fixing its shortcomings
- Development of the final solution, which Broker Trust still uses today, with numerous further upgrades
Broker Trust evaluates the performance of its modules and applications every quarter. Today, out of the dozens of solutions the company offers its financial advisors, the Verzuz platform has been the most used and most successful one, with the highest NPS, for several consecutive quarters.
