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”
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.