DiscoverThe Account Experience PodcastFinding Riches in the Wealth Advisors' Experience
Finding Riches in the Wealth Advisors' Experience

Finding Riches in the Wealth Advisors' Experience

Update: 2024-06-11
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Jackie Kesterson, Director of Client Experience at Orion Advisor Solutions, opens a treasure chest of B2B experience knowledge.


Orion's client base consists of 1000s of investment advisors and wealth managers. As you can imagine, that’s a very demanding customer base! Jackie ensures the voice of the customer is acted on and maintains a client-centric culture to drive business growth. 


This discussion covers how rewarding staff on NPS is difficult and asking customers for feedback several times a year is best managed. 


Today's episode is a great journey into a real B2B technology company that prides itself on customer experience.

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Finding Riches in the Wealth Advisors' Experience

Finding Riches in the Wealth Advisors' Experience

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