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Listen to a member who feels confident and secure.
“I will call to ensure all paperwork/requirements are fulfilled and in order, check status of external transfers, and ask about the anticipated timeline for deal completion.”
Wilson | Professional
Watch Thomas and Lorene’s caregiving story
“It’s embarrassing to ask simple questions. It’s not that Nationwide has ever made me feel embarrassed, or that my financial advisors made me feel embarrassed. I just feel undereducated and I end up relying on my financial advisor to make all the financial decisions for me…I would appreciate very simple explanations about what the products are.”
Janelle | Member
Connecting associates and customer experiences
Listen: feeling good about long-term investment choices
Listen: rising above a flood of financial advice
Becoming the most customer-focused
Listen: client prospecting in the post-pandemic world
“Carriers put a lot of emphasis on having sales staff ready to answer product questions as quickly and efficiently as possible. They don’t want to slow the momentum of an advisor that is about to bring in new business.”
Christian | Professional
Beneficiaries need a high degree of TLC
The efficacy of emotion
Transforming CX with Gen AI
Listen: reimagining the insurance professional portal experience
“I like exploring the possibilities of better investments that will fit my needs, and having my advisors talk me through what they recommend specifically for me.”
Channing | Member
