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Episode 14: How Wealth Management Organizations Can Innovate in 2022 and Beyond
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:
2022 Customer Experience Imperatives
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By Merkle
5
44 ratings
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:
2022 Customer Experience Imperatives