22 Oct 2026, 10:03 UTC · 1 question · ID ed5ae7d3f9f0
Who asked
Persona
Marketing Director
Company
Charles Schwab
Industry
Financial services
Pages visited (1)
/customersQuestion 1 asked here
Question 1
“Do you have customer stories from banks or wealth managers?”
Answer
Partly answered
/customers shows one bank story (Allica Bank), while the credit union and insurer stories appear only on /solutions/financial-services. No wealth management or brokerage customer story appears anywhere on the site.
Add a financial services stories section to /customers
Who needs it: Financial services (banks, credit unions, insurers and wealth managers)
What is missing
Allica Bank is the only financial services story on /customers.
The Mercantile Bank and Alacrity Solutions stories appear only on /solutions/financial-services, not on /customers where visitors look for stories.
No way to view stories by industry on /customers.
Where
New section on /customers, placed after "Remarkable results, in every industry".
Related sections
Remarkable results, in every industry · How banks, credit unions and insurers grow with Hourglass
Main topics
Financial services customer stories · banks and credit unions · insurers · wealth management once available · link to the financial services page
What to do
Choose which financial services stories to feature on /customers from those already published on /solutions/financial-services.
Build the section with each story's results and a link to the financial services page.
Add a slot for a wealth management story once one is confirmed.
Done when: /customers shows Allica Bank, Mercantile Bank and Alacrity Solutions in a financial services section linking to /solutions/financial-services.
Add a wealth management customer story to /solutions/financial-services
Who needs it: Wealth managers and brokerage firms (this visitor: Charles Schwab)
What is missing
No wealth management or brokerage customer story is shown; stories cover only a bank, a credit union and an insurer.
Where
Update this section: add a fourth card beside "Mercantile Bank", "Allica Bank" and "Alacrity Solutions".
What to do
Confirm with the customer marketing team whether a wealth management customer can be named and which results it can share.
Write the story card with a quote, the person's role and two results.
Update the section intro to mention wealth managers once the card is live.
Done when: /solutions/financial-services shows a wealth management customer story with its results beside the other three stories.
Answer full page
Here are our financial services customer stories: Mercantile Bank, Allica Bank and Alacrity Solutions, with their results. They show how banks, credit unions and insurers serve members and clients faster, with every message reviewed. We don't have a wealth manager story to share.