Business Transformation Pitch with The CX Goalkeeper | Digital Transformation, AI, Leadership, Customer Experience

Gregorio Uglioni - Digital Transformation, Customer Experience, Leadership

Digital & Business Transformation | Customer Experience | Leadership | AI | Innovation This podcast goes beyond theory. It brings you real-world experiences from best-in-class experts who explore the intersection of people, technology, and measurable business results. Hosted by Gregorio Uglioni, global transformation leader, keynote speaker, and recognized authority in Customer Experience (CX), each episode features insightful conversations with top executives, innovators, and changemakers. Discover how today's leaders are accelerating transformation, leading with purpose, driving innovation, enabling human-centered growth, and creating lasting value across customer, employee, and operational dimensions. Smart insights. Bold ideas. Real impact. Your weekly pitch for a smarter way to lead and grow.

  1. 3d ago

    The Experience Equation: Why Customer Experience Is Bigger Than CX with Cory Davison

    Gregorio Uglioni welcomes Cory Davison to discuss the 'experience equation' and the importance of aligning four key experiences: customer, employee, brand, and product. Cory shares her background in market research and her pivotal role at Smart Technologies, where she broke down silos and created synergy across teams. This experience led to her development of the 4X method, which she now uses to help organizations grow by focusing on the customer journey and cross-functional collaboration. Cory explains how the 4X method links customer, employee, brand, and product experiences, emphasizing that treating these as separate areas harms the customer. She shares examples of how leadership alignment and a mindset shift are crucial for breaking down silos. Cory describes how she helped Benevity, a SaaS company, operationalize growth by forming cross-functional teams and focusing on the customer journey, leading to smoother processes and a more unified culture. The discussion covers the integration of brand and product experience, highlighting the emotional and operational aspects of brand and the importance of involving real customers in product development. Cory also addresses the role of AI, stressing that it should be treated as a stakeholder and integrated with a human-first approach. She concludes with practical advice for listeners: connect with unfamiliar teams, act as a change maker, and focus on building bridges within organizations. About Cory Davison Cory Davison is a market research professional who turned into an experience design consultant, AI strategist, bestselling author of The 4X Method(TM) and founder of 4Xperience (pronounced: four experience) She helps organizations move from strategy to operations by aligning people, processes, technology, data, and customer insight. As an MIT-certified AI and Machine Learning Strategist, Cory brings a practical lens to digital transformation and AI adoption. Her work focuses on helping organizations design AI and technology as experiences, not just tools, so adoption creates measurable value for employees, customers, and the business. Cory created The 4X Method™ to help leaders break down silos and align Customer Experience, Employee Experience, Brand Experience, and Product/User Experience. She has worked across industries including technology, SaaS, mining, government, manufacturing, financial services, and retail. Her message is clear: uncertainty is not a strategy. In a world of rapid change, leaders need better ways to connect insight, operations, and execution. Links:  https://www.the4XMethod.com, https://www.Corydavison.com Key Highlights: Align the Four Experiences: Customer, employee, brand, and product experiences must work together for true business growth. Break Down Organizational Silos: Leadership alignment and a customer-centric mindset help teams collaborate and improve outcomes. Treat AI as a Stakeholder: AI should enhance, not replace, human experience and must be integrated thoughtfully with people. Chapters: 0:00 - Intro 0:35 - Understanding the Experience Equation 0:44 - Cory Davidson's Winning Goal in Market Research 4:04 - Transforming Silos into Growth Engines 4:36 - The 4X Framework: Aligning Customer, Employee, Brand, and Product Experience 6:39 - Combining Experiences for Better Customer Outcomes 7:11 - Leadership Alignment for Customer Experience 13:38 - Real-World Case Study: Breaking Down Silos at Benevity 17:45 - AI as a Key Player in Modern Business Strategies 23:16 - Overcoming Professional Challenges and Personal Growth 27:25 - Actionable Steps for Creating Better Experiences 28:57 - Corey's Golden Nugget: Be a Change Maker 29:55 - Conclusion and Wrap-Up Please, hit the follow button and leave your feedback in your preferred platform.  About the host: Gregorio Uglioni is a seasoned transformation leader with over 15 years of experience shaping business and digital change, consistently delivering service excellence and measurable impact. As an Associate Partner at Forward, he is recognized for his strategic vision, operational expertise, and ability to drive sustainable growth. A respected keynote speaker and host of the well-known global podcast Business Transformation Pitch with the CX Goalkeeper, Gregorio energizes and inspires organizations worldwide with his customer-centric approach to innovation. Follow Gregorio Uglioni on Linkedin: https://www.linkedin.com/in/gregorio-uglioni/

    The Experience Equation: Why Customer Experience Is Bigger Than CX with Cory Davison
  2. Aug 9

    AI, Not KPI: The New Customer Experience Game with Bill Staikos

    Bill Staikos discusses his recent journey, including launching a consulting practice and a newsletter called 'AI, not KPI.' He explains how the newsletter aims to help CX professionals shift from focusing solely on metrics like NPS to building AI-forward organizations. Bill shares how each issue builds on the last, offering both free and paid content, including templates and models to support execution. The conversation explores how companies still rely too heavily on traditional surveys and metrics, despite the abundance of customer data from many channels. Bill argues that AI can help organizations act on this data more effectively, moving beyond measurement to change management. He stresses the importance of integrating data, breaking down silos, and using technology to make better, faster decisions. Bill and Gregorio discuss the evolving skills required for CX leaders. The role is shifting from survey and dashboard expertise to change management, technology understanding, and human-centered design. Bill introduces the idea of the 'CX engineer' and emphasizes the need for CX to be embedded in company operating models. He shares examples of companies using customer signals smartly and offers practical advice for future-proofing CX strategies. About Bill Staikos Founder & Managing Partner at Be Customer Led. Bill Staikos is a senior customer experience executive with over 20 years of leadership across financial services, consulting, and technology. He has held senior roles at American Express, Freddie Mac, JP Morgan, and BNY Mellon, where he led global initiatives to transform client and employee experiences. A former SVP at Medallia, Bill helped organizations turn insights into measurable outcomes. Recognized as a LinkedIn Top Voice and one of the Top 50 Global CX Influencers, Bill is also the founder of the Be Customer-Led podcast and is now preparing to launch The Multimodal Experience. Known for his pragmatic, impact-driven approach, Bill advises leading brands, including Apple, Bank of America, Marriott, and T-Mobile, on connecting customer experience to business growth. Links:  https://www.linkedin.com/in/billstaikos/ Bill's Newsletter: https://ainotkpi.substack.com/. highly reccomended.   Key Highlights: AI transforms CX action: AI helps companies act on diverse data, not just measure it. CX leaders need new skills: Modern CX leaders must drive change and understand technology. Integrate CX into operations: Customer experience should be part of the company's core model. Chapters: 0:00 - Intro 0:35 - Bill Stakos' Consulting Journey 1:59 - AI, Not KPI: A Newsletter Introduction 3:34 - Rethinking Customer-Centric Operating Models 4:41 - The Hard Truths of Customer Experience 7:59 - Leveraging AI for Actionable Customer Insights 12:08 - Shifting Towards Integrated Tech Solutions 14:28 - The Emergence of the CX Engineer Role 18:54 - The Strategic Position of Customer Experience Leadership 20:55 - Innovative Use of CX Data: A Success Story 22:33 - Quickfire Round: Business Insights and Advice 25:04 - Radical Innovation: Glass Breaking Mindset Please, hit the follow button and leave your feedback in your preferred platform.  About the host: Gregorio Uglioni is a seasoned transformation leader with over 15 years of experience shaping business and digital change, consistently delivering service excellence and measurable impact. As an Associate Partner at Forward, he is recognized for his strategic vision, operational expertise, and ability to drive sustainable growth. A respected keynote speaker and host of the well-known global podcast Business Transformation Pitch with the CX Goalkeeper, Gregorio energizes and inspires organizations worldwide with his customer-centric approach to innovation. Follow Gregorio Uglioni on Linkedin: https://www.linkedin.com/in/gregorio-uglioni/

    AI, Not KPI: The New Customer Experience Game with Bill Staikos
  3. Aug 2

    Unlock the Growth Hidden in Your Best Customers with Jim Tincher

    This episode explores how customer experience can drive real business growth, not just satisfaction. Jim Tincher shares insights from over 800 B2B interviews, practical frameworks like the LEAD model, and real-world examples from companies like Dow. Learn actionable steps to unlock growth hidden in your best customers. This episode is brought to you in partnership with the Connect Expo Series. Taking place in Atlanta on September 9th and 10th, 2026, the Connect Expo Series brings together three co-located events: Customer Connect Expo, AI Connect Expo, and Cloud Connect Expo. Together, the series explores the technologies and strategies shaping the future of customer experience, artificial intelligence, and cloud innovation. Across the show floor and conference stages, attendees will hear from leading keynote speakers, discover the latest digital solutions, and connect with the people helping organizations transform how they work and serve their customers. As a listener of The Business Transformation Pitch, you're entitled to a complimentary ticket by using the discount code CXGOAL100 at checkout. To get your complimentary ticket:  https://www.customerconnectexpo.com/registration?utm_source=ptn_cxgoalkeeper&discount_code=CXGOAL100 About Jim Tincher: Jim Tincher helps manufacturers grow — not by chasing new customers, but by deepening the relationships they already have. As founder and CEO of Heart of the Customer (HoC), which he launched in 2013, he shows manufacturing companies how the way they serve customers translates directly into retention, wallet share, and revenue. Jim leads the Advanced Manufacturing CX Consortium, a benchmark of nearly 10,000 manufacturing customers that reveals what actually drives customers to expand a supplier relationship — and where companies quietly lose business they assume is secure. His work connects the dots most organizations miss: how a service interaction, a resolved issue, or a delivery experience becomes the reason a customer buys more or walks away. Before founding HoC, Jim led customer engagement initiatives at Best Buy and UnitedHealth Group. He is a Certified Customer Experience Professional (CCXP), formerly served on the CXPA Board of Directors, and currently leads its research committee. He is the author of Do B2B Better: Driving Growth through Game-Changing Customer Experience. Key Highlights: Satisfaction is not enough: Most satisfied customers do not plan to grow with you. Focus on value instead. Feeling valued drives growth: Customers who feel valued above expectations are five times more likely to grow. Follow a clear hierarchy: Fix operational basics first, then build confidence, value, and finally partnership. Chapters: 0:00 - Intro 0:35 - Business Transformation Overview with Guest 1:27 - Largest Career Impact: Connecting Customers to Journey Mapping 2:02 - Mission: Reforming Customer Experience for Growth 2:50 - Driving Growth in Customer Experience: Insights from Interviews 6:59 - Building Customer Value: The Hierarchy of Experience 11:01 - Implementing the Growth Chain: Metrics for Success 13:43 - Organizational Stability: Essential for Value Creation 15:31 - Case Study: Dow's Journey to Improve Customer Experience17:53 - Learning from Experience: Avoiding Pitfalls in Customer Engagement 19:35 - Quick Fire Round: Insights from Industry Leaders 22:44 - Key Takeaway: The Importance of Customer Valuation 23:40 - Conclusion and Audience Engagement Please, hit the follow button and leave your feedback in your preferred platform.  About the host: Gregorio Uglioni is a seasoned transformation leader with over 15 years of experience shaping business and digital change, consistently delivering service excellence and measurable impact. As an Associate Partner at Forward, he is recognized for his strategic vision, operational expertise, and ability to drive sustainable growth. A respected keynote speaker and host of the well-known global podcast Business Transformation Pitch with the CX Goalkeeper, Gregorio energizes and inspires organizations worldwide with his customer-centric approach to innovation. Follow Gregorio Uglioni on Linkedin: https://www.linkedin.com/in/gregorio-uglioni/

    Unlock the Growth Hidden in Your Best Customers with Jim Tincher
  4. Jul 26

    Why Most Leaders Are Obeyed but Not Followed with Rene Pascal Gonthier

    This episode explores why many leaders are obeyed but not truly followed, and what that costs businesses. Rene Gonthier shares real-life stories and practical advice on building trust, motivating teams, and the difference between managers and true leaders. Listeners gain actionable tips to boost trust and team performance. About the guest: René Pascal Gonthier is the founder and Managing Director of Gonthier Consulting, an executive leadership advisory boutique based in Zürich, Switzerland. With 25+ years as a senior leader and board member at international companies , he has led teams across 10+ countries with full P&L responsibility. René's work sits at the intersection of commercial performance and human leadership, the conviction that trust, not authority, is what makes people genuinely follow. He advises GL-Mitglieder and senior leaders in DACH mid-sized companies on executive leadership, AI readiness, and team development. Relevant links https://www.linkedin.com/in/rené-gonthier https://www.gonthier-consulting.com Key Take-Aways  Trust drives performance: When teams trust their leader, motivation and business results improve naturally. Managers use authority; true leaders listen, empower, and build trust with their teams. Early signs of lost trust: A quiet team and lack of open discussion can signal fading trust before results drop. Chapters 0:00 - Intro 0:35 - Leadership Insights with Rene Gonthier 1:24 - Exploring Management vs. Leadership 4:35 - Recognizing Signs of Fading Trust 7:24 - Consequences of Weak Trust in Organizations 12:16 - Case Study: Rebuilding Trust for Better Performance 17:05 - Challenges of Command and Control Leadership 21:07 - Building Trust: Effective Habits and Practices 23:10 - Conclusion: The Power of Trust in Leadership Please, hit the follow button and leave your feedback: Apple Podcast: https://www.cxgoalkeeper.com/apple Spotify: https://www.cxgoalkeeper.com/spotify About the host: Gregorio Uglioni is a seasoned transformation leader with over 15 years of experience shaping business and digital change, consistently delivering service excellence and measurable impact. As an Associate Partner at Forward, he is recognized for his strategic vision, operational expertise, and ability to drive sustainable growth. A respected keynote speaker and host of the well-known global podcast Business Transformation Pitch with the CX Goalkeeper, Gregorio energizes and inspires organizations worldwide with his customer-centric approach to innovation. Follow Gregorio Uglioni on Linkedin: https://www.linkedin.com/in/gregorio-uglioni/

    Why Most Leaders Are Obeyed but Not Followed with Rene Pascal Gonthier
  5. Jul 19

    How LinkedIn Turns Connections Into Business with Sarka Risch

    In this episode I discuss with Sarka Risch how to use LinkedIn to build real relationships, stand out, and create business opportunities. Sarka Risch shares practical tips, real stories, and mistakes to avoid. Whether you're a leader, entrepreneur, or job seeker, you'll learn actionable strategies for LinkedIn success.  About the guest Sarka Risch is a LinkedIn coach, trainer, mindset strategist, and speaker. She worked in marketing and sales for 20 years before becoming an entrepreneur. Since 2021, she has dedicated herself to helping leaders establish their voice on LinkedIn, build strong communities, and embrace a growth mindset to achieve their professional goals. To date, she has coached and mentored over 300 leaders, empowering them to become thought leaders, build their brand on the world's largest business social media platform, and gain business opportunities. In 2025, her method was featured in Forbes. Relevant links www.linkedin.com/in/sarka-risch www.sarkarisch.com Chapters 0:00 - Intro 0:35 - Welcome to the Business Transformation Pitch 0:59 - Defining Your Career Goals: Impact and Inspiration 2:04 - Transitioning from Employment to Entrepreneurship 4:54 - Leveraging LinkedIn: Building Genuine Relationships 7:36 - Strategies for Community Building on LinkedIn 15:21 - Case Studies: Successful LinkedIn Transformations 26:42 - Common LinkedIn Mistakes to Avoid 29:52 - Key Habits for Success on LinkedIn 30:04 - Final Thoughts: Curiosity and Courage in Networking Key Take-Aways Mindset and clarity matter: Believe in LinkedIn's power and be clear about your goals and audience. Build genuine relationships: Focus on quality interactions, not just posting or selling directly. Show your personality: Let your unique experiences and values shine in posts and comments. Please, hit the follow button and leave your feedback: Apple Podcast: https://www.cxgoalkeeper.com/apple Spotify: https://www.cxgoalkeeper.com/spotify About the host: Gregorio Uglioni is a seasoned transformation leader with over 15 years of experience shaping business and digital change, consistently delivering service excellence and measurable impact. As an Associate Partner at Forward, he is recognized for his strategic vision, operational expertise, and ability to drive sustainable growth. A respected keynote speaker and host of the well-known global podcast Business Transformation Pitch with the CX Goalkeeper, Gregorio energizes and inspires organizations worldwide with his customer-centric approach to innovation. Follow Gregorio Uglioni on Linkedin: https://www.linkedin.com/in/gregorio-uglioni/

    How LinkedIn Turns Connections Into Business with Sarka Risch
  6. Jul 15

    The Honest Truth About Customer Experience with Santhakumaran Atmalingam

    This episode dives into the most relevant challenges of customer experience with insights from Asia's top CX expert, Santhakumaran Atmalingam. Listeners will learn why many companies fail at CX, the impact of technology and AI, and the importance of empathy and human touch in business. About Santha:  Santhakumaran Atmalingam is the Founder CX Expert Asia. He is the winner of the Silver Award in CX Asia Excellence Awards 2021 and the Customer Experience World Games 2022 World Champion. Relevant links: https://www.linkedin.com/in/santhakumaran/, Key take-aways:  Understand True Customer Experience: Many companies confuse CX with customer service or analytics, missing the real strategic value. Balance Technology and Human Touch: AI is important, but empathy and human interaction remain crucial for many customers. Continuous Engagement Drives Success: Ongoing CX training and focus help organizations maintain a strong customer-centric culture. Chapters:  0:00 - Intro 0:35 - Introducing Customer Experience Transformation 2:23 - Pride in Customer Experience Achievements 3:38 - Hard Truths of Customer Experience 5:13 - Misalignment Between Claims and Reality 7:01 - Starting Points for Customer-Centric Strategies 7:44 - Technology's Impact on Customer Experience 10:55 - Balancing Human Interaction with Technology 14:57 - Success Story: Continuous CX Engagement 19:34 - Empathy as the Key to Customer Experience 20:20 - Conclusion and Farewell Please, hit the follow button and leave your feedback: Apple Podcast: https://www.cxgoalkeeper.com/apple Spotify: https://www.cxgoalkeeper.com/spotify About the host: Gregorio Uglioni is a seasoned transformation leader with over 15 years of experience shaping business and digital change, consistently delivering service excellence and measurable impact. As an Associate Partner at Forward, he is recognized for his strategic vision, operational expertise, and ability to drive sustainable growth. A respected keynote speaker and host of the well-known global podcast Business Transformation Pitch with the CX Goalkeeper, Gregorio energizes and inspires organizations worldwide with his customer-centric approach to innovation. Follow Gregorio Uglioni on Linkedin: https://www.linkedin.com/in/gregorio-uglioni/

    The Honest Truth About Customer Experience with Santhakumaran Atmalingam
  7. Jul 5

    How CX Leaders Can Win With AI with Greg Melia

    This episode explores how CX leaders can leverage AI to improve customer and employee experiences. Greg Melia shares real-world examples, lessons from failures, and practical advice on integrating AI thoughtfully. Listeners gain actionable insights and learn about essential skills for the future of customer experience. Sponsored by Connect Expo Series: This episode is brought to you in partnership with the Connect Expo Series. Taking place in Atlanta on September 9th and 10th, 2026, the Connect Expo Series brings together three co-located events: Customer Connect Expo, AI Connect Expo, and Cloud Connect Expo. Together, the series explores the technologies and strategies shaping the future of customer experience, artificial intelligence, and cloud innovation. Across the show floor and conference stages, attendees will hear from leading keynote speakers, discover the latest digital solutions, and connect with the people helping organizations transform how they work and serve their customers. As a listener of The Business Transformation Pitch, you're entitled to a complimentary ticket by using the discount code CXGOAL100 at checkout. To get your complimentary ticket:  https://www.customerconnectexpo.com/registration?utm_source=ptn_cxgoalkeeper&discount_code=CXGOAL100 About Greg Melia: Greg is the CEO of CXPA, the global nonprofit for the CX profession. This gives him a unique position to view the development of the CX field and collaborate with leaders across the globe. Key Highlights: Focus on outcomes, not technology: Leaders should ask if AI benefits customers, employees, and the business before implementation. Develop essential AI skills: CX professionals must understand AI basics, ethics, and strategic integration for future success. Learn from both wins and failures: Real-world examples show the value and risks of AI in customer experience management. Chapters 0:00 - Intro 0:35 - Connecting Through Customer Experience 2:13 - Defining the Mission of Customer Experience 2:59 - AI's Role in Customer Experience Enhancement 4:13 - Key Considerations for AI Implementation 6:30 - Aligning Customer Needs with AI Design 12:06 - Developing Essential Skills for CX Leaders 19:36 - Successful AI Integration Case Studies 23:46 - Learning from AI Implementation Failures 25:25 - Actions for Tomorrow's CX Leaders 26:22 - Final Insights Please, hit the follow button and leave your feedback in your preferred platform.  About the host: Gregorio Uglioni is a seasoned transformation leader with over 15 years of experience shaping business and digital change, consistently delivering service excellence and measurable impact. As an Associate Partner at Forward, he is recognized for his strategic vision, operational expertise, and ability to drive sustainable growth. A respected keynote speaker and host of the well-known global podcast Business Transformation Pitch with the CX Goalkeeper, Gregorio energizes and inspires organizations worldwide with his customer-centric approach to innovation. Follow Gregorio Uglioni on Linkedin: https://www.linkedin.com/in/gregorio-uglioni/

    How CX Leaders Can Win With AI with Greg Melia
  8. Jun 28

    Why Great Customer Experience Starts with Finance with Veronika von Heise-Rotenburg

    This episode reveals how finance can drive customer experience and business growth. Veronika von Heise-Rotenburg, a CFO, shares real stories and practical advice about collaboration, transparency, and using AI in finance. Learn how finance can be a value creator, not just a gatekeeper. About Veronika:  Dr Veronika von Heise-Rotenburg is Chief Financial Officer (CFO) and Co-Managing Director at everphone. In this role, she is responsible for accounting, controlling, data, refinancing, people & culture and legal for the phone-as-a-service provider. Veronika is a proven expert in digital finance and asset-based financing and has many years of experience in the field of fleet lending. She began her career as an associate at McKinsey. Veronika studied law and economics in Augsburg. She also holds an MBA in General Management from the University of Dayton and a PhD in International Capital Markets Law from the University of Augsburg. In addition to her professional activities, she is a member of the supervisory board (including BAWAG), angel investor and speaker, as well as co-founder of the Female Finance Circle, a network for female financial executives and author of articles and a book for start-up and scale-up CFOs. Relevant links:  https://www.linkedin.com/in/veronika-von-heise-rotenburg/ https://www.instagram.com/veronika.vhr/ www.veronikavonheiserotenburg.com Chapters:  0:00 - Intro 0:35 - Introduction to Finance and Customer Experience 1:42 - CFO Success: Profitability and Female Finance Circle 3:25 - Mission of the Female Finance Circle 5:00 - Transforming Finance into a Value Driver 7:14 - Finance as an Enabler for Growth 10:20 - Building Trust through Financial Transparency 20:42 - Case Study: Debt Financing and Customer Trust 24:33 - Leadership Lessons: Managing Friction in Finance 28:32 - Connecting Customer Experience with Finance 29:44 - Conclusion Subscribe the podcact on your preferred platform and leave your feedback: Apple Podcast: https://www.cxgoalkeeper.com/apple Spotify: https://www.cxgoalkeeper.com/spotify About the host: Gregorio Uglioni is a seasoned transformation leader with over 15 years of experience shaping business and digital change, consistently delivering service excellence and measurable impact. As a Partner at Forward, he is recognized for his strategic vision, operational expertise, and ability to drive sustainable growth. A respected keynote speaker and host of the well-known global podcast Business Transformation Pitch with the CX Goalkeeper, Gregorio energizes and inspires organizations worldwide with his customer-centric approach to innovation. Follow Gregorio Uglioni on Linkedin: https://www.linkedin.com/in/gregorio-uglioni/

    Why Great Customer Experience Starts with Finance with Veronika von Heise-Rotenburg
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Digital & Business Transformation | Customer Experience | Leadership | AI | Innovation This podcast goes beyond theory. It brings you real-world experiences from best-in-class experts who explore the intersection of people, technology, and measurable business results. Hosted by Gregorio Uglioni, global transformation leader, keynote speaker, and recognized authority in Customer Experience (CX), each episode features insightful conversations with top executives, innovators, and changemakers. Discover how today's leaders are accelerating transformation, leading with purpose, driving innovation, enabling human-centered growth, and creating lasting value across customer, employee, and operational dimensions. Smart insights. Bold ideas. Real impact. Your weekly pitch for a smarter way to lead and grow.