Neesha Hathi's guest appearances

Neesha Hathi

IT Visionaries

The Big Reveal, hosted by Suzanne Siracuse, in partnership with Envestnet

Alex Mashinsky

John Gray

Scott Clark

Todd Olson

Paul English

Emmanuel Schalit

Eric Anderson

Tim Campos

John Davis

Jacob Ward

Paul Ford

Miles Ward

Charles Schwab

Eric Topol

Cal Henderson

OwlTail

Your finances are one of the most personal aspects of your life, so the idea of trusting a robot or some technology to guide you on your financial journey might make you uncomfortable. Neesha Hathi is the CDO of Charles Schwab, and she knows exactly how you feel. At Schwab, everything comes down to creating the best possible client experience, and for Neesha, that means finding a way to make the digital experience personal, comfortable and intuitive, yet still joined with the real-life advisors and experts working for the company. It’s a tough job, but one that very much is focused on a future that is more technical than ever. Neesha discusses all of that and more on this episode.  Key Takeaways  Thinking about the client experience means creating excellent, value-added experiences You have to be able to combine the digital experience with the experience of working one-on-one with experts Being a CDO is about building a more agile company with a future-focused mindset  ---  IT Visionaries is brought to you by the Salesforce Customer 360 Platform - the #1 cloud platform for digital transformation of every experience. Build connected experiences, empower every employee, and deliver continuous innovation - with the customer at the center of everything you do. Learn more at salesforce.com/platform

Your finances are one of the most personal aspects of your life, so the idea of trusting a robot or some technology to guide you on your financial journey might make you uncomfortable. <a href="https://www.linkedin.com/in/neesha-hathi-96a300/" rel="nofollow" target="_blank">Neesha Hathi</a> is the CDO of <a href="https://www.schwab.com/" rel="nofollow" target="_blank">Charles Schwab</a>, and she knows exactly how you feel. At Schwab, everything comes down to creating the best possible client experience, and for Neesha, that means finding a way to make the digital experience personal, comfortable and intuitive, yet still joined with the real-life advisors and experts working for the company. It’s a tough job, but one that very much is focused on a future that is more technical than ever. Neesha discusses all of that and more on this episode.  Key Takeaways <ul> <li>Thinking about the client experience means creating excellent, value-added experiences</li> <li>You have to be able to combine the digital experience with the experience of working one-on-one with experts</li> <li>Being a CDO is about building a more agile company with a future-focused mindset</li> </ul> --- IT Visionaries is brought to you by the Salesforce Customer 360 Platform - the #1 cloud platform for digital transformation of every experience. Build connected experiences, empower every employee, and deliver continuous innovation - with the customer at the center of everything you do. Learn more at <a href="https://www.salesforce.com/products/platform/overview/" rel="nofollow" target="_blank">salesforce.com/platform</a>

Being Technical In a Personal World with Neesha Hathi, CDO of Charles Schwab