How to overhaul and modernize comms with Edward Jones


Abby Davis


Allie Toepfer

Change: An Axiom to Grind

Edward Jones was in a comms rut. Link-filled emails weren’t cutting it, counting clicks wasn’t working, and homegrown tools weren’t reliable. Realizing that ruts only get deeper, not better, they decided to overhaul and modernize. With more than 15,000 locations across North America, they rolled out the new system in phases, with lots of feedback along the way. Now Edward Jones has one of the highest adoption rates among Firstup customers!

Abby Davis and Allie Toepfer will share how they made the case for enterprise-wide change, how the pandemic served as a catalyst for further transformation, and what they’ve accomplished since.

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