Jul 8, 2024
On this episode of the Six Five On the Road, host Keith Kirkpatrick is at PegaWorld 2024, joined by Wells Fargo's Sangeeta Doss, Operations Executive - Estate Care Center at Wells Fargo, for a conversation on how Wells Fargo is transforming the approach to estate settlement through the integration of empathy and efficiency.
Their discussion covers:
The challenges faced by individuals and families during the estate settlement process
How Wells Fargo's Estate Care Center is leveraging technology to improve the overall experience
The role of empathy in financial services and its impact on customer satisfaction
Strategies for balancing technological efficiency with personal touch in sensitive situations
Future directions for Wells Fargo in enhancing customer care in estate settlements