Ep135: Enhancing the Client Experience with Putnam Investment’s Cathy Saunders
About This Episode
Patti welcomes Cathy Saunders, Head of Corporate Sustainability and Public Policy for Putnam Investments, again into the studio to discuss the “building blocks” for designing a great client experience. Cathy identifies 4 key standards that have stood the test of time in delivering excellent service to enhance any client experience. These standards are not necessarily industry disrupters or require innovative technology, but if performed consistently, are almost guaranteed to result in increased customer/client loyalty and satisfaction. Whether you are part of a small team or large organization, adopting these four standards could significantly improve your clientele’s experience and satisfaction.