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Innovations in Retirement Planning, with Jessica Austin Barker

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Manage episode 449979276 series 2875989
Content provided by Press 1 For Nick. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Press 1 For Nick or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Welcome to another episode of Press 1 For Nick!

We have the pleasure of having Jessica Austin Barker, the Chief Digital and Client Experience Officer at TIAA, a century-old financial services company dedicated to helping individuals in nonprofit sectors secure a stable retirement.

Jessica leads TIAA’s digital transformation, focusing on client-first experiences in retirement planning.

Join us as she discusses turning "mission obsession" into "customer obsession," the importance of micro-behaviors in achieving financial goals, and the innovative ways TIAA is bridging client experience and technology gaps.

We'll explore their unique "mission metric" for service success, the integration of digital and human advice, and how AI is being cautiously implemented to enhance client outcomes.Jessica also highlights the emotional connections driving client-centric behavior, the significance of financial education, and how a culture of experimentation fosters growth even in the risk-averse world of financial services.

Get ready for an insightful conversation on transforming retirement planning and how TIAA's mission-driven approach is setting a new standard in the industry.

Let’s dive in!

BROUGHT TO YOU BY:

VDS is a client-first consulting firm focused on strategy, business outcomes, and technology. They provide holistic consulting services to optimize your customer contact center, inspiring and designing transformational change to modernize and prepare your business for the future. Learn more: https://www.govds.com/

SPONSORING OPPORTUNITIES:

Interested in partnering with the Press 1 For Nick podcast? Click here: https://press1fornick.com/lets-talk/

  continue reading

316 episodes

Artwork
iconShare
 
Manage episode 449979276 series 2875989
Content provided by Press 1 For Nick. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Press 1 For Nick or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Welcome to another episode of Press 1 For Nick!

We have the pleasure of having Jessica Austin Barker, the Chief Digital and Client Experience Officer at TIAA, a century-old financial services company dedicated to helping individuals in nonprofit sectors secure a stable retirement.

Jessica leads TIAA’s digital transformation, focusing on client-first experiences in retirement planning.

Join us as she discusses turning "mission obsession" into "customer obsession," the importance of micro-behaviors in achieving financial goals, and the innovative ways TIAA is bridging client experience and technology gaps.

We'll explore their unique "mission metric" for service success, the integration of digital and human advice, and how AI is being cautiously implemented to enhance client outcomes.Jessica also highlights the emotional connections driving client-centric behavior, the significance of financial education, and how a culture of experimentation fosters growth even in the risk-averse world of financial services.

Get ready for an insightful conversation on transforming retirement planning and how TIAA's mission-driven approach is setting a new standard in the industry.

Let’s dive in!

BROUGHT TO YOU BY:

VDS is a client-first consulting firm focused on strategy, business outcomes, and technology. They provide holistic consulting services to optimize your customer contact center, inspiring and designing transformational change to modernize and prepare your business for the future. Learn more: https://www.govds.com/

SPONSORING OPPORTUNITIES:

Interested in partnering with the Press 1 For Nick podcast? Click here: https://press1fornick.com/lets-talk/

  continue reading

316 episodes

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