Scenario
Our customers’ lives are busy, and only getting busier – few have the time to keep up with our rapidly-changing financial services industry.

So they really do want help in choosing the financial products that make the most sense for them.  In successful relationships, trust between customers and their advisors is absolutely vital. Of course, trust between advisors and their firms is every bit as important. In order for our intermediary professionals to deliver their best, Nationwide must deliver our best to them.

“Learning how to invest, budget, spend my money and protect my money…that would be the most benefit to me and my household. Working with an advisor would help me and push me in the right direction.”

Takeaways
1
Empower our professionals to become trusted advisors to their clients
2
Ensure we always offer a wide range of products and services
3
Enable high levels of personalization to meet clients where they are