While C-suite executives increasingly recognize that customer experience (CX) is an engine for growth, success is often elusive. Challenges include the lack of a holistic approach, organizational silos, and outdated technologies. An exclusive focus on the front-end experience—rather than on the middle and back office where many deeper CX problems originate—also limits impact. Many [...]
About Michelle PalomeraMichelle leads TandemSeven’s Financial Services Practice and is responsible for driving revenue growth by developing the go to market strategy and service offerings and partnering with clients to address industry issues with leading edge and innovative solutions. She has experience spanning every segment of the industry including banking and capital markets, asset and wealth management, insurance and retail banking.
The wealth management landscape has always been evolving but as new technologies and advisor and investor expectations are changing at great velocity, it is more important than ever to keep pace and stay ahead of the curve. It this post, I'll discuss how to take wealth management to the next level through digital transformation. By [...]