“Customer experience is really about how we make people feel; how our financial professionals make their clients feel, how we make our financial professionals feel, and how as leaders we make our associates feel.” — Val Vest

As part of Cambridge’s focus and continued commitment to efficiency, digital transformation, and enhancing your service experience – we created a position dedicated to your experience as a financial professional. You don’t want to miss episode 115 of Let’s Talk as Val Vest – Executive Vice President and Chief Experience Officer and co-host of Let’s Talk, joins Jeff Wick – Vice President of Client Solutions – to talk about her journey to Chief Experience Officer. Val offers a closer look inside her day-to-day responsibilities in her new role and shares why she’s focused on listening and learning. She also highlights how she’s working with teams across the firm to further align and drive key business strategies and outcomes to best serve you, our financial professional.

Join Val and Jeff to learn:

• Val’s journey to Chief Experience Officer

• Her responsibilities in her new role

• What you can expect from Cambridge’s first-ever Chief Experience Officer