When Northwestern Mutual embarked on a transformation to create the ultimate client experience, my team’s responsibility was to build the company’s first-ever set of mobile apps for clients. Research suggested that one target group of advisors and clients wanted a mobile app – and we assumed they would be our highest adopters. Much to our…
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
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
“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
Companies turn to their leaders to make the big decisions – the judgement calls that can affect thousands of employees and customers. I’ll tell you from experience – it’s easy to get stuck in analysis paralysis. The fear of making the wrong move can be a massive weight on a leader or a team. When…
“Good product managers ship. Great product managers ship the right products.” Fantastic kickoff to the first-ever digital product management Milwaukee meetup at Northwestern Mutual’s Cream City Labs. Thanks to Thor Ernstsson and Larry Hitchcock for joining me as we build a product community in MKE. hashtag#productbrew hashtag#mketech hashtag#creamcitylabs hashtag#thisisproductmanagement To join our monthly events, learn…
“Whether your clients swipe, type or print you need to build a remarkable consumer experience for all generations. Make time to research all of them and strive to enhance everyone’s experience at once.” Thank you Argyle for letting me share our story as the keynote at the consumer experience leadership forum. hashtag#ArgyleCX hashtag#leadership
“The Northwestern Mutual digital team is obsessed about client experience and so are our advisors. By bringing advisors and business partners into our design thinking process we are creating remarkable experiences together. It is amazing to see our advisors sketching concepts and prototypes alongside the team.” It was great sharing our story at Google’s #SprintCon18…
“We have an exciting digital road ahead of us but let’s reflect back and be proud of how far we have come.” Thank you Angie Leonetti and Kevin O’Connell for having me share our digital story with your amazing group of Northwestern Mutual Tampa advisors. hashtag#tampa hashtag#walletstruggles hashtag#straighttalk