THE CHALLENGE

H&R Block and Block Advisors have a unique challenge. Their window of opportunity to beat out the competition and grab customer attention is about 5 months. Their email strategy was inefficient — it lacked personalization and agility, making it difficult to scale rapidly to account for the quickly changing demands and condensed timeline of tax season. 

THE SOLUTION

Our team at GALE reimagined their data infrastructure to allow for more customization, while building a modular design system that enabled unlimited creative possibilities to scale with the speed to meet our customers needs in real time.