Speaking

Solstice FWD – Talk

Today, I had the opportunity to talk about why the obsessing about the digital customer experience is critical when transforming your organization at the Solstice FWD Conference in Chicago.

FinovateFall

Today, I joined an all-star team on a panel at Finovate on an exciting discussion around delivering the next generation in customized customer experience. I took part in a dynamic panel today with leaders across startups as well as big companies came together. We answered many questions that challenged what the future of the digital…

ProductCon NY 2019

Wow, what a turn-out of over 1500+ product professionals in NYC area for ProductCon 2019. It was remarkable meeting so many aspiring product oriented folks. The future of product in NYC looks so bright. Watch my talk here.

Digital Wealth Keynote 2019

It was a pleasure discussing digital disruption at the Digital Wealth Conference in Fort Lauderdale, Florida. “Before you can build disruptive digital client experiences, you must first disrupt the way you think and work.” Great engagement at Digital Wealth 2019. #DigitalWealthhashtag#customerfirsthashtag#northwesternmutual

Inside Outside Innovation Podcast – Digital Transformation

Thanks Brian Ardinger and InsideOutside.io. You are doing remarkable work on your podcast series of highlighting stories within the digital community. Honored to be on the show to share my team at Northwestern Mutual’s story. #customerexperience #digitaltransformation  #podcasting Listen to the podcast here.

Keynote Talk at Argyle’s Customer Services Summit

“To build exceptional customer experiences, build with clients and not just for them.” Thanks to Argyle for allowing me to share how my team and I at Northwestern Mutual obsess about co-creating products with our clients and advisors.#ArgyleCXhashtag #customerexperience#cocreation # hashtag#cx

“Chicago Creative Lab”

Who benefits when our Chicago-based advisors and the digital team come together? Our clients. Thank you Corey D. McQuade, CLU, Toby Eng, CLU, ChFC, CFP, Steven L. Braun and the entire Chicago team for hosting our creative workshop. hashtag#teamwork

“NM’s NY Digital Day Keynote”

Our NY-based Northwestern Mutual advisors have grit, heart, and passion. Their feedback is leading the way to shape our digital experience for our clients. Thanks Matt Russo, CLU and Renat Basal for having us share our digital strategy. hashtag#teamwork hashtag#digitalstrategy

“NM’s Washington DC Digital Forum”

“Co-creating with advisors to build our digital future together is our key to success.” Thank you Leo Tucker, Jr. CLU, CLF and Elizabeth Wolf, CLF for letting us share our digital future plans with the team. hashtag#teamwork