client-experience

(6)
Legend
Karrtik Rao and the Fine Art of Making Work Disappear
Operator · Executive

Karrtik Rao and the Fine Art of Making Work Disappear

His work at Moxo asks a deceptively modest question: what if clients and teams could stop managing the machinery of work and simply move it forward?

karrtik-rao · moxoRead →
Legend
Tara Berze Makes a Century-Old Firm Sound Like a Verb
Executive · Operator

Tara Berze Makes a Century-Old Firm Sound Like a Verb

After two decades moving between accounting, regulation, and software, BDO Canada's chief marketer has turned one small word inside the firm's name into a practical test for culture, clients, and change.

tara-berze · bdo-canadaRead →
Legend
Doug Milne Knows a Brand Is a System, Not a Slogan
Executive · Operator

Doug Milne Knows a Brand Is a System, Not a Slogan

Before finance, Doug Milne helped take the colour out of M&M's. At IGM Financial, the engineer-turned-marketer has spent years putting discipline, data and human connection into brands entrusted with Canadians' money.

doug-milne · igm-financialRead →
Legend
Stacy Hammond Learned Finance From the Client Side
Executive · Operator

Stacy Hammond Learned Finance From the Client Side

Before she ran marketing at Charles Schwab, Stacy Hammond was the young customer who thought an IRA was the investment. That beginner’s confusion became a durable operating advantage: stay curious, translate the machinery, and keep the client in the room.

stacy-hammond · charles-schwabRead →
Legend
Jennifer Ball Is Teaching a 76-Year-Old Firm to Tell One Clear Story
Executive · Operator

Jennifer Ball Is Teaching a 76-Year-Old Firm to Tell One Clear Story

Franklin Templeton acquired new capabilities faster than the market could absorb its new identity. Its global CMO built a listening system, a flexible narrative, and a rule worth stealing: relevance requires restraint.

jennifer-ball · franklin-templetonRead →
Legend
Erin Pryor
Executive · Operator · Creator

Erin Pryor

She holds a college kills record, once planned to play pro volleyball in Europe, and walked into a bank in 2010 knowing nothing about banking. Today she runs marketing and client experience for a $80-billion regional institution.

erin-pryor · first-horizonRead →