Smiling woman with a scarf against a restaurant background

“I may have a hardship or very personal reason to gain access to my funds. I also keep in contact to learn the best ways to protect my investments.”

Claire  |  Member
Scenario
When members' personal life circumstances come into play, they can require an experience that offers greater sensitivity and understanding. These moments can be critical or even time sensitive.

A funds withdrawal signals a member is navigating a life event. In the most difficult moments, members could be facing a variety of financial challenges that make such a move necessary.

The key in all of these situations is to look beyond our products or processes. The funds request is simultaneously coupled with other activities happening outside of Nationwide. Our perspective can broaden to understand the context of the hardship they’re facing. We can identify additional opportunities to deliver extraordinary care by placing ourselves within the greater experience a member is encountering. We’ll see how Nationwide fits into the bigger picture and where effortless, personal and reassuring experiences can make a bigger impact.

Takeaways
1
Members may have highly personal reasons they seek funds
2
Those moments can introduce additional complexity to the process
3
We can redefine the scope and definition of protection with a broader view