It's safe to say that most people are feeling the effects of today’s economy. Dealing with financial issues can create a great deal of stress. Families are penny-pinching and, in many cases, grappling with ways to help ease the burden. And many financial companies don’t make that process easy. But there are ways in which companies can make that experience better and promote what our guest refers to as “financial health.” Guest host Pat Gibbons welcomes Rochelle Gorey, co-founder and CEO of SpringFour, a Certified B social impact fintech company, for a discussion on ways to make it easier for people achieve financial health.
A resource for customer experience (CX) and experience management (XM) professionals. 
Episodes tagged “financial services”
Closed-loop feedback is not a foreign subject on this podcast; we’ve covered it many times before and you can find those episodes on our website, cxleaderpodcast.com. But in this episode we look at a company that services a complicated insurance market, and how implementing a closed-loop follow-up early in the company’s life has impacted their growth. Host Steve Walker welcomes Stephanie-Marie Sullivan, a customer experience manager, and Kevin McEnery, AVP of customer experience at SageSure, a company that specializes in solving the complex insurance needs of homeowners and small businesses in challenged markets.
Just like any other business process, customer experience programs need occasional review and scrutiny to ensure it delivers the best possible experience. This is true even if your program seems to be running smoothly. Guest host Pat Gibbons welcomes Luis Angel-Lalanne from American Express to discuss the process in which they transformed how customer sentiment was gathered to help improve their CX.
Every company has their own unique set of challenges when it comes to providing an exceptional customer experience, and financial services companies are no exception. Regulatory pressures, compliance, and risk management review are just some of the obstacles CX pros in this industry must maneuver, but according to this episode’s guest, that’s not an excuse to provide anything less than a stellar “client” experience. Host Steve Walker welcomes Dan Brousseau, senior vice president and head of client experience at City National Bank, a Los Angeles-based company and subsidiary of Royal Bank of Canada, to discuss customer experience in the financial services industry.
Steve welcomes Kitty Radcliff, vice president at Walker Information, to discuss some of the more notable differences between various industries including health, financial services, and technology.