Verint is Going Virtual. Learn more about our Virtual Customer Engagement Conference and how we can help you succeed in these extraordinary times. Join us May 20-21.

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Driven by CX Insights: How MD Financial Converts Intelligence to Action

Driven by CX Insights: How MD Financial Converts Intelligence to Action

MD Financial has one main goal: to help Canada’s physicians and their families achieve financial well-being. In this session, learn how operationalizing VcC data across the organization plays a crucial role in achieving this goal, helping the financial institution uncover issues, act on feedback, highlight positive experiences, and incorporate best practices into training and coaching of its financial advisors.

 

Presented by:

Brian Harrington

Lead, Client Insight

MD Financial Management

 

Bryan Chuinkam

Insight Specialist

MD Financial Management