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Case Study / Adaptu.com




Adaptu.com – Empowering people to achieve
their goals through financial tools and resources.
The Challenge                                          By streamlining their approach and sharing
                                                       information across teams, Adaptu.com is able to
Adaptu.com empowers its users to take control          ensure that they offer their customers the best
of their financial lives and fundamentally change      resources and understand their individual needs,
their relationship with finances through informative   while ensuring their customers personal information
content, supportive coaching and an array of           is kept private and confidential.
financial tools. These tools allow customers to view
their budgets, investments, set up bill reminders,     “By using Radian6, we can stay on top of what
and more. Adaptu.com is pleased to offer their tools   people are saying about Adaptu.com as a brand
free of charge, and they also offer resources and      with real-time alerts. Giving us a competitive
advice to help their community save for the future,    advantage on helping us assist our users as well as
plan for retirement, live on a budget and achieve      engaging with current and potential users by talking
overall financial health.                              about financial matters that relating to them by
                                                       directing them to Adaptu.com resources,” explains
The team at Adaptu.com realized that many people       Jenna Forstrom, Community Manger for Adaptu.
were looking online for financial information,         com. “Connecting through salesforce.com case
resources and tools. Social media presented a way      management we can keep track of and update
for these consumers to engage and connect with         users on support issues in a timely fashion being
Adaptu.com and its tools and online community.         able to respond to users daily and resolve issues as
                                                       quickly as possible.”


The Approach
                                                       The Results
Using social media as a way to connect with
current and potential customers seemed like a          Adaptu.com launched its online financial resources
great way for Adaptu.com to share information,         in 2010 and since that time they have experienced
create awareness and build relationships. The          fantastic growth. They had 55,763 unique visitors
social media team at Adaptu.com uses salesforce.       to their site in December 2011; they had 493
com and Radian6 to make the most of their social       social media mentions (349 were on Twitter, 61
media efforts. By finding new contacts and tracking    were on blogs and 8 were on Facebook). With
their conversations and interactions in salesforce.    growing numbers and a great response from users,
com, it means the team knows what information          Adaptu.com plans to continue this trend and help
and resources each customer is interested in,          wider audiences transform their relationships with
and it allows their team access to all the relevant    finances.
information and present an integrated view of their
customers by combining online conversations with
their CRM activities.




 www.radian6.com
 1 888 6RADIAN (1 888 672-3426)			                          	    	             Copyright © 2012 - Radian6

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Adaptu Uses Social Listening to Help Customers Acheive Their Financial Goals

  • 1. Case Study / Adaptu.com Adaptu.com – Empowering people to achieve their goals through financial tools and resources. The Challenge By streamlining their approach and sharing information across teams, Adaptu.com is able to Adaptu.com empowers its users to take control ensure that they offer their customers the best of their financial lives and fundamentally change resources and understand their individual needs, their relationship with finances through informative while ensuring their customers personal information content, supportive coaching and an array of is kept private and confidential. financial tools. These tools allow customers to view their budgets, investments, set up bill reminders, “By using Radian6, we can stay on top of what and more. Adaptu.com is pleased to offer their tools people are saying about Adaptu.com as a brand free of charge, and they also offer resources and with real-time alerts. Giving us a competitive advice to help their community save for the future, advantage on helping us assist our users as well as plan for retirement, live on a budget and achieve engaging with current and potential users by talking overall financial health. about financial matters that relating to them by directing them to Adaptu.com resources,” explains The team at Adaptu.com realized that many people Jenna Forstrom, Community Manger for Adaptu. were looking online for financial information, com. “Connecting through salesforce.com case resources and tools. Social media presented a way management we can keep track of and update for these consumers to engage and connect with users on support issues in a timely fashion being Adaptu.com and its tools and online community. able to respond to users daily and resolve issues as quickly as possible.” The Approach The Results Using social media as a way to connect with current and potential customers seemed like a Adaptu.com launched its online financial resources great way for Adaptu.com to share information, in 2010 and since that time they have experienced create awareness and build relationships. The fantastic growth. They had 55,763 unique visitors social media team at Adaptu.com uses salesforce. to their site in December 2011; they had 493 com and Radian6 to make the most of their social social media mentions (349 were on Twitter, 61 media efforts. By finding new contacts and tracking were on blogs and 8 were on Facebook). With their conversations and interactions in salesforce. growing numbers and a great response from users, com, it means the team knows what information Adaptu.com plans to continue this trend and help and resources each customer is interested in, wider audiences transform their relationships with and it allows their team access to all the relevant finances. information and present an integrated view of their customers by combining online conversations with their CRM activities. www.radian6.com 1 888 6RADIAN (1 888 672-3426) Copyright © 2012 - Radian6