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

<p>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/">Neesha Hathi</a> is the CDO of <a href="https://www.schwab.com/">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. </p> 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> <p>---</p> <p> 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/">salesforce.com/platform</a></p>