Financial Services Podcast : ServiceNow

ServiceNow Industries Podcasts
  • 5.0 (1)
  • MANAGEMENT
  • UPDATED SEMIWEEKLY

Learn more about how ServiceNow is used within the Financial Services industry

Episodes

  1. Making Financial Advisors Shine: Adoption is The New Innovation

    07/20/2022

    Making Financial Advisors Shine: Adoption is The New Innovation

    Record numbers of prospective customers want fast, efficient help with investment and life event planning and they expect personalized, digital experiences. Join John Almeida, Global Head of Wealth and Asset Management at ServiceNow, and Steve Gresham, CEO of The Execution Project, as they discuss how Wealth and Asset Management firms can accelerate their digital adoption, so financial advisors can provide differentiated services combined with in-depth analysis and expert advice for all-round fulfilling customer experiences. See omnystudio.com/listener for privacy information.

    21 min
  2. Making Financial Advisors Shine: The War For Talent

    06/29/2022

    Making Financial Advisors Shine: The War For Talent

    Wealth and Asset Management firms are facing a shortage of key talent, making attracting and retaining the best and brightest people, a key management issue. Join John Almeida, Global Head of Wealth and Asset Management at ServiceNow, and Kerry Gross, Director of Research Intelligence at Arizent, as they share highlights from new research discussing how wealth and asset management firms can make their teams more attractive by digitally transforming operations to integrate front-to-back-office workflows and using state-of-the-art tools that eliminate manual processes and repetitive paperwork. See omnystudio.com/listener for privacy information.

    19 min
  3. Making Financial Advisors Shine: More with Less: Meeting the Needs of a New Generation

    05/31/2022

    Making Financial Advisors Shine: More with Less: Meeting the Needs of a New Generation

    There’s a huge opportunity for wealth and asset managers to use technology to do more with less and to strike the right balance between prospecting and delivering highly personalized wealth services to a new generation of clients. Join John Almeida, Global Head of Wealth and Asset Management at ServiceNow, and Ilan Davidovici, Principal of Client Experience at Edward Jones, as they discuss how wealth and asset management firms can transform their operations to reduce the administrative burden on advisors and in turn, improve their experience, the experience of their operational staff, and ultimately, their clients. See omnystudio.com/listener for privacy information.

    16 min
  4. BAI Deep Dive Sept Podcast - Personalize the Customer Experience

    11/04/2021

    BAI Deep Dive Sept Podcast - Personalize the Customer Experience

    The personalization trend being driven by online retail, streaming media and other industries is also a front-of-mind issue for banks and credit unions. Greg Kanevski, global head of banking at ServiceNow, discusses a personalization strategy for financial institutions that has an optimal mix of people and technology. See omnystudio.com/listener for privacy information.

    19 min
  5. How to leverage multiple technologies to get the most from your operations transformation strategy

    08/03/2021

    How to leverage multiple technologies to get the most from your operations transformation strategy

    Fragmentation, manual processes and piecemeal digitalization stand between your organization and a better customer experience. Listen to this podcast to find out how to connect your operations to provide a seamless customer experience. See omnystudio.com/listener for privacy information.

    14 min
  6. Driving improved customer experience by improving operational efficiency in insurance

    07/14/2021

    Driving improved customer experience by improving operational efficiency in insurance

    Insurers are under a lot of pressure due to operational inefficiencies. Insurers have to get a handle on operational efficiencies if they want to improve customer experiences and decrease operational expenses. Listen to learn more. See omnystudio.com/listener for privacy information.

    16 min
  7. Operationalizing Financial Wellness in Wealth Management

    06/07/2021

    Operationalizing Financial Wellness in Wealth Management

    John Almeida, Global Head of Wealth Industry Solutions at ServiceNow, shares the biggest challenges facing the wealth management industry today and how the financial advisors who embrace technology will be able to scale, grow, and ultimately win. Listen to learn more. See omnystudio.com/listener for privacy information.

    14 min
  • 7 Episodes

About

Learn more about how ServiceNow is used within the Financial Services industry

Information