Excerpts from “Turn Data Into Action: Elevating the Digital Advisor-Client Experience”

ThinkLeader's Podcast

In this episode of the Expert Perspectives podcast, sponsored by Hearsay Systems and hosted on ThinkAdvisor, we’ll hear highlights from the July 30th presentation titled,Turn Data Into Action: Elevating the Digital Advisor-Client Experience.

New digital technologies – social, mobile, analytics and cloud – continue to create fundamental shifts in client and advisor attitudes, behaviors and relationships. Focus is often put on improving direct-to-consumer touchpoints, however, the majority of the client experience still happens directly with an advisor, not on an app or via a client portal.

Marcin Grobelny, Director of Professional Services at Hearsay Systems addresses how you can turn your data into action and develop a better omnichannel digital experience for your clients.

The full on-demand webcast can be found here: https://www.thinkadvisor.com/2019/06/20/turn-data-into-action-elevating-the-digital-advisor-client-experience/

Marcin Grobelny | Director of Professional Services | Hearsay Systems

Marcin Grobelny leads the Hearsay Professional Services team focused on program management, product implementation, system integrations, and solutions that solve complex business problems and drive business value for Hearsay Customers. Prior to Hearsay, Marcin led Professional Services at GoodData where he built robust business applications featuring predictive analytics, machine learning, simulations, and recommendation engines helping end users with strategic business decisions. Marcin earned his M.B.A from the University California, Berkeley.