CX In The Wild

Evolving Customer Care: A Journey to Digital Transformation in Finance

August 06, 2024 Dennis Wakabayashi Season 7 Episode 7

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Join us on "CX in the Wild" for a lively conversation live from CCW with Brent Nelson, President of the Virtual Communication Center at Wellby Financial.

Brent shares his 15-year journey in financial services, emphasizing the crucial role of digital transformation within the sector. He discusses how credit unions are racing to adopt new technologies to enhance member experiences and meet customers' rising expectations, influenced by leading service providers across various industries.

Discover how Wellby Financial integrates these innovations to provide seamless service across multiple channels, ensuring that every member interaction is efficient and personalized, from quick inquiries to detailed transactions.

Brent Nelson on LinkedIn: linkedin.com/in/brent-r-c-nelson-97661a5a

Learn more about Brent's work at their website: https://www.wellbyfinancial.com/

Connect with me, Dennis Wakabayashi: linkedin.com/in/denniswakabayashi

Learn a better way to outsource: https://www.op360.com/

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