Overview.

Case Study: SNAP Financial

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How do you close the deal on a better dealer experience?

As a provider of financing for home improvement durables, SNAP Financial depends vitally on third-party dealers to reach their target consumer. The company turned to Flywheel for help when they found growing and managing their myriad dealer relationships increasingly taxing. They needed digital solutions that would develop the base and drive product adoption, even while easing the burden.

SERVICES

Design

  • Experience Design
  • Interface Design
  • System and Workflow Architecture
  • Stakeholder Engagement & Prototyping
  • Strategy & Planning

Technology

  • Mobile Apps
  • System Integration
  • Customer Relationship Management
  • Marketing Automation
  • Custom Software
  • Workflow
  • Salesforce

Content

  • Customer Engagement
  • Strategy & Planning
  • Overview
  • Gather
  • Shape
  • Build
  • Engage

Gather.

Our history with SNAP has been extensive.
Having already helped them with a mobile loan origination platform, we had an inside-out appreciation of their business. But we still needed to understand their interactions with dealers at every touch point. Every department from sales to dealer support to risk management provided input and informed the solution we built.

  • Overview
  • Gather
  • Shape
  • Build
  • Engage
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Shape.

What did we want the dealer experience to be?
That was the starting point for any sound plan. From enlistment and onboarding to support and quiet check-ins, we needed to consider all facets of the relationship. The keys were to build a new level of consistency into the process, find efficiencies through automation and better equip SNAP to maintain contact momentum. Keeping SNAP products at the top of dealers’ minds is critical to driving sales.

  • Overview
  • Gather
  • Shape
  • Build
  • Engage
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Build.

We architected a single integrated platform.
Where previously they had been managing relationships touching pieces of paper two or three times and moving among three different systems, they now work from one automated platform tailored to include all the functionalities of solutions such as Salesforce, DocuSign and Power BI. The results are more consistent, more supportive, higher-touch dealer interactions delivered with unprecedented ease and efficiency.

  • Overview
  • Gather
  • Shape
  • Build
  • Engage
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Engage.

It’s early days but one clear measure of success is already in.
Their internal stakeholders have taken up the platform with enthusiasm. Technology adoption internally, as the company confesses, has been a challenge for many years. But people are now logging in daily to access all the information they need in one place and in prioritized order. “The reason we continue to work with Flywheel and deepen our relationship,” SNAP told us, “is that they not only get the business but really get inside the business. They support and align with our culture.” For us, that response means a great deal!

  • Overview
  • Gather
  • Shape
  • Build
  • Engage
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