How Wealth Management Organizations Can Innovate in 2022 and Beyond
How Wealth Management Organizations Can Innovate in 2022 and Beyond | Jul. 15, 2022
How Wealth Management Organizations Can Innovate in 2022 and Beyond | Jul. 15, 2022
In today’s environment where increasing inflation is rampant, interest rates are skyrocketing, and the market is regularly shifting, wealth management organizations are in the limelight of all consumers. How can they best serve their customers and increasingly introduce innovation? In this episode, guest host Aaron Tellier discusses with Merkle’s Troy Ihlanfeldt and Salesforce’s Michelle Feinstein to learn some of the best practices they’ve seen in the market.
Other topics discussed:
- Aggregation of services to integrate experiences
- How to serve experiences across various generations of customers
- Best practices and pitfalls to avoid for data transformation
- Improving customer sentiment from the inside-out
Resources:
Inside Job: Making CX Work
This podcast hosted by Jose Cebrian discusses CX transformation with the people who make it happen. Jose will interview guests across dentsu, brands, and partners to give listeners tips and examples of how transformation becomes a reality, from tech, to CRM, experience, and everywhere in between.
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Episode Details
Host
EVP, Vertical Lead, Automobility, Travel, and Entertainment, Merkle
Guests
EVP & GM, Insurance & Wealth Management, Merkle
Vice President, Client Partner
Vice President, Global Wealth Management Solutions & Strategy
In today’s environment where increasing inflation is rampant, interest rates are skyrocketing, and the market is regularly shifting, wealth management organizations are in the limelight of all consumers.
