Case Study

How a Fortune 500 Tax Platform Increased Expert Engagement by 30%

Discover how a Fortune 500 tax platform transformed their tax expert program with professional AI-generated headshots and video introductions, resulting in dramatically improved customer trust and engagement.

0%

Click Through Rate Increase

0+

Tax Experts Enabled

$0 Million

Attributed Incremental Revenue

The Challenge

A Fortune 500 tax platform connects customers with thousands of certified tax experts nationwide. But they faced a critical challenge: most tax experts lacked professional headshots and video introductions, making it difficult for customers to build trust before booking consultations.

With thousands of remote professionals across the country, coordinating traditional photo shoots was logistically impossible and prohibitively expensive.

The Solution

The platform partnered with OnBrand to transform their tax expert program:

Professional AI Headshots

Every tax expert received studio-quality headshots generated from a simple selfie upload—no photographer needed.

Personalized Video Introductions

AI-powered video introductions allowed experts to introduce themselves and build trust before the first consultation.

Seamless Integration

OnBrand's API integrated directly into the expert onboarding flow, making professional branding automatic.

Implementation Timeline

1
Day 1-3

API Integration

OnBrand API integrated into expert onboarding flow

2
Day 4-7

Brand Templates

Custom templates created matching platform guidelines

3
Day 8-10

Headshot And Intro Video Setup

AI video introductions configured with consistent messaging

4
Day 11-14

Full Rollout

Deployed to 15,000+ tax experts across the platform

5
Day 15+

Results & Scale

15,000+ tax experts onboarded with professional identities, driving 30% higher engagement and $7M in attributed incremental revenue.

The Results

After implementing OnBrand across their tax expert network, the platform saw immediate improvements in customer engagement and satisfaction metrics.

Customers reported feeling more confident booking sessions when they could see a professional photo and video introduction of their assigned expert. The 30% increase in engagement translated directly to higher conversion rates and improved customer satisfaction scores.

“OnBrand allowed us to give every tax expert a professional, consistent presence in just minutes. The impact on customer trust was immediate and measurable.”
— VP of Customer Experience

Ready to Transform Your Team's Brand?

Join Fortune 500 companies in scaling professional branding for your entire organization.