Home > Client Success Stories > How Best Egg Redefined Its CX Strategy

How Best Egg Redefined Its CX Strategy

Financial wellness platform Best Egg underwent a remarkable transformation by adopting a customer-first mindset, reshaping its organizational strategies to prioritize customer experience (CX). Collaborating with her Forrester Executive Partner, Best Egg’s Chief Customer Officer, Trish Wethman, reimagined the company’s approach to identifying and addressing friction points, operationalizing strategic solutions, and continually empowering leadership to improve CX. This comprehensive, cross-functional overhaul has helped solidify Best Egg’s position as a cornerstone of customer-centricity in financial services.

[Our Executive Partner] has been amazing throughout the entire process… Because of the deep knowledge that she has about our organization and the strategy, she was able to sometimes even push me, ask me the right questions that got me thinking differently, and then I could do the same thing with our leaders.

— Trish Wethman
Chief Customer Officer, Best Egg

Learn More

How Forrester Helps Customer Experience LeadersForrester Decisions for Customer Experience