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Content provided by Daniel Newman and Patrick Moorhead. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Daniel Newman and Patrick Moorhead 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://player.fm/legal.
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How Wells Fargo is Approaching Estate Settlement with Empathy & Efficiency - Six Five On the Road
Manage episode 427868163 series 2645868
Content provided by Daniel Newman and Patrick Moorhead. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Daniel Newman and Patrick Moorhead 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://player.fm/legal.
On this episode of the Six Five On the Road, host Keith Kirkpatrick is at PegaWorld 2024, joined by Wells Fargo's Sangeeta Doss, Operations Executive - Estate Care Center at Wells Fargo, for a conversation on how Wells Fargo is transforming the approach to estate settlement through the integration of empathy and efficiency.
Their discussion covers:
The challenges faced by individuals and families during the estate settlement process
How Wells Fargo's Estate Care Center is leveraging technology to improve the overall experience
The role of empathy in financial services and its impact on customer satisfaction
Strategies for balancing technological efficiency with personal touch in sensitive situations
Future directions for Wells Fargo in enhancing customer care in estate settlements
117 episodes
Share
Manage episode 427868163 series 2645868
Content provided by Daniel Newman and Patrick Moorhead. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Daniel Newman and Patrick Moorhead 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://player.fm/legal.
On this episode of the Six Five On the Road, host Keith Kirkpatrick is at PegaWorld 2024, joined by Wells Fargo's Sangeeta Doss, Operations Executive - Estate Care Center at Wells Fargo, for a conversation on how Wells Fargo is transforming the approach to estate settlement through the integration of empathy and efficiency.
Their discussion covers:
The challenges faced by individuals and families during the estate settlement process
How Wells Fargo's Estate Care Center is leveraging technology to improve the overall experience
The role of empathy in financial services and its impact on customer satisfaction
Strategies for balancing technological efficiency with personal touch in sensitive situations
Future directions for Wells Fargo in enhancing customer care in estate settlements
117 episodes
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Similar to The Six Five with Patrick Moorhead and Daniel Newman
A daily dose of irreverent, offbeat, and informative takes on business & tech news. Hosted by Jon Weigell, Juliet Bennett Rylah, Mark Dent, Ben Berkley, Sara Friedman, Matthew Brown, and Rob Litterst from The Hustle.
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continue reading
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Tech News Briefing is your guide to what people in tech are talking about. Every weekday, we’ll bring you breaking tech news and scoops from the pros at the Wall Street Journal, insight into new innovations and policy debates, tips from our personal tech team, and exclusive interviews with movers and shakers in the industry. Hosted by Zoe Thomas
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continue reading
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…
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