industry
[case_study_title]
Client
‘’Project Name’’ helps online shops track sales driven by promoters, influencers, and affiliates. It is easier than ever to create, grow, and track the affiliate programs with Refersion.
Company size
51 — 200 employees
Services we provided
Marketing research
Brand messaging
Visual identity
Brand guidelines
Website design
Project
As a professional services firm, you may have moved to carrying out your KYC and AML checks remotely, which is saving you time and reducing risk. However, in our experience, the firms that prepare their clients by letting them know what to expect during the process have much higher engagement and success rates than those that don’t. When we looked at the data of two of our law firm clients’ activity, the one that had built end user guidance into its processes, was benefitting from an 11% higher completion rate compared to one that simply sent out a basic instruction to complete a check and did not offer any additional information.
The challenge
They were looking for a fresh perspective on their outdated website and branding, focusing on an easily-editable CMS that their marketing team could update regularly.


Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s standard dummy text ever since the 1500s, when an unknown printer took a galley of type and
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book. It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged. It was popularised in the 1960s with the release of Letraset sheets containing Lorem Ipsum passages, and more recently with desktop publishing software like Aldus PageMaker including versions of Lorem Ipsum.
- Let the client know exactly what to expect, for example they might receive an email with a link to the ID process or need to download an app – and what entity will be carrying out the check on your behalf. People can be very wary of doing an ID check if they are not sure who is asking for it or why.
- Check they ensure the name provided to you matches exactly what appears on their ID document.
- Opt for corporate branding if possible, or integrate the check within your firm’s own web journey as familiarity and trust in the sender will offer them further re-assurance.


Industry
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book. It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged. It was popularised in the 1960s with the release of Letraset sheets containing Lorem Ipsum passages, and more recently with desktop publishing software like Aldus PageMaker including versions of Lorem Ipsum.
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book. It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged. It was popularised in the 1960s with the release of Letraset sheets containing Lorem Ipsum passages, and more recently with desktop publishing software like Aldus PageMaker including versions of Lorem Ipsum.
