PathFactory vs. Zywave Content Cloud - Employee Benefits Content Packages (Broker Briefcase)

It's a great tool if you want to create experiences on web and share content with your audience - especially if you want to create bingeable content. For a microsite, I would like to see more modules that build up a page, and great examples for inspiration

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It's a great tool, period. I'd recommend it to anyone who was going to take the time to utilize its varied resources. I wouldn't recommend it for an old-school agency that's not really tech savvy but for anyone looking to grow a book of business, it's an invaluable tool.

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• Create Visually appealing performance report
• Give more in-depth information about performance metrics than most alternatives
• Ability to track performance over time and compare this performance across time periods
• Provide and send auto-run reports to top level management based on predefined criteria and timeframes

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• I love the Prep for a Meeting module. No matter the type of meeting you are prepping for, they have great resources to help you get the yes.
• The employee education pieces are an awesome way to prepare employees for new benefit options like HSAs and HRAs.
• The Compliance Roadmap is an excellent tool and is hugely appreciated by my small and middle market clients without full HR suites.

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• Microsite was very hard to build ourselves. Changing the site can be really confusing and is not always intuitive. We have trouble knowing how to update items to get it to work the way we want it to.
• Better instructions on how to customize tracks and use the different tools.
• Users that come in without UTM parameters should still be included in all data reporting.
• The reporting is confusing.

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• It's pretty darn good and it's my fault that I don't use it as much as I should. I'd love for it somehow to integrate more into my routine but I'm not sure what Zywave could do on their end about that.

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We have seen a lot of value from our team's use of Path Factory. We also like working with this vendor as they actually take our feedback and implement it on their roadmap. A great vendor with a great product

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Overall, I think the tool is fairly easy to use to get a basic content uploaded to create a track and even the more complicated features become easier once you become familiarised with the process

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I think there was only one time where we had issues reaching our account manager, otherwise PathFactory was always willing to hop on the phone to talk through strategy, to work through issues, and help build custom solutions to fit our needs. Customer service is a big selling point of PathFactory.

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The analytics and reports feature is fairly new and have proved very popular with many areas of our business and is growing in popularity. The metrics that are attainable are very insightful and provides a clear picture on the performance of the track.

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We meet weekly with Jennifer and I can't say enough about her. When issues have happened or we need help, she jumps on it quickly. If she doesn't know the answer, she pulls in Reggie or another on her team that can help. She goes above and beyond and has been very supportive, even when we had a lot of hard questions to answer from higher-ups. All this is on top of just being an awesome person.

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I was able to browse around the tool quite easily once some basic training was given. I learnt much from using those method and only needed further help when wanting to learn about Reports, External codes and adding forms.

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The customer service, from technical through to customer success, is one of the biggest reasons I'd recommend PathFactory. This is true of their training. It can be as bespoke as you like, at least in my experience, and the team is always willing (where possible) to incorporate your suggestions.

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The PathFactory team was very helpful when implementing the product. They gave us a lot of recommendations on best moving forward. As a note to new users, when implementing I would make sure that you create with your team a system to make sure that the platform is scalable. My team was able to do this through creating a foldering structure, naming conventions for tracks and assets, and ensuring tagging is used on all content uploads. I would also make sure when implementing that you have an understanding of how your team will track success and that your brand team is involved to make sure that there is consistency in the look and feel of the tracks

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I used Uberflip in a past company. I think they are pretty comparable. From what I remember, Uberflip was more intuitive to use, but I think PathFactory might have more capabilities. Although this was years ago, I am not aware of Uberflip's functionality now. I have had good experiences with both.

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Zywave Content Cloud - Employee Benefits Content Packages (Broker Briefcase) is simply the gold standard in what they do, providing valuable resources to agencies and helping them stand out and look more professional. I know of no real competition in their space and they are continually adding to their resources to stay ahead of the pack.

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Pathfactory is growing in popularity amongst individuals from different parts of the organisation and it would be difficult to forecast how scalable this can become

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• We saw ROI within the first 9 months of using PathFactory.
• Our onboarding team saw quicker adoption of our product while using PathFactory to engage them during the onboarding process.
• We've been able to more accurately understand our content needs and what works best when prospecting for specific segments. (eg. SMB, mid-market, and enterprise)

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• It has helped us remain relevant and retain larger clients. I don't track things like I should, but the ROI on this investment is solid.
• Zywave Content Cloud - Employee Benefits Content Packages (Broker Briefcase) gives me the confidence to go after larger clients knowing I can compete with the extra resources seen in larger shops.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info