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The Innovators & Investors Podcast


1 Inside Deloitte Ventures: Strategic Corporate VC Insights on Scaling Startups and Vertical AI Trends 34:07
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In this insightful episode of The Innovators & Investors Podcast, host Kristian Marquez sits down with Jay Crone, Managing Director and Venture Capitalist at Deloitte Ventures, to explore the firm’s strategic approach to corporate venture capital. Jay shares Deloitte Ventures’ investment thesis, focusing on supporting innovative Canadian startups at Series A and B stages across key sectors like cybersecurity, climate tech, fintech, future of work, health tech, and AI. Listeners will gain an inside look at how Deloitte leverages its vast network of 1,500 partners and 15,000 employees to source deals and add value beyond capital by helping startups navigate Deloitte’s complex ecosystem and access enterprise clients. Jay also discusses his diverse career journey—from government and investment banking to entrepreneurship and corporate VC—and how those experiences shape his investment philosophy. The episode delves into Deloitte’s due diligence process, the importance of founder relationships, and the firm’s strategic role as a co-investor. Jay highlights emerging trends, particularly the promise of vertical AI tailored to industry-specific needs, and shares his bullish outlook on fintech innovations like stablecoins and cross-border payments. He offers candid advice for entrepreneurs on risk-taking and aligning business vision with funding goals. This episode is a must-listen for founders, investors, and anyone interested in the evolving landscape of corporate venture capital and innovation in Canada. Learn more about Jay's work at https://www.deloitte.com/ca/en/services/program/ventures.html Connect with Jay on LinkedIn at https://www.linkedin.com/in/jaycrone/ Think you'd be a great guest on the show? Apply at https://finstratmgmt.com/innovators-investors-podcast/ Want to learn more about Kristian Marquez's work? Check out his website at https://finstratmgmt.com…
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المحتوى المقدم من Bill Staikos. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Bill Staikos أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
We explore the intersection between customer experience (CX), employee experience (EX), and how companies are creating leaders and cultures that are maniacal about their customers - both internal and external. Visit us on www.becustomerled.com
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وسم كل الحلقات كغير/(كـ)مشغلة
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المحتوى المقدم من Bill Staikos. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Bill Staikos أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
We explore the intersection between customer experience (CX), employee experience (EX), and how companies are creating leaders and cultures that are maniacal about their customers - both internal and external. Visit us on www.becustomerled.com
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1 Noam Fine on Reimagining Customer Experience with Autonomous AI 38:32
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Noam Fine, CEO of Hear.ai, joins today's episode to explore how generative AI is revolutionizing customer experience (CX), particularly within contact centers. Noam explains the shift from using multiple specialized tools to a single autonomous AI platform that learns from customer interactions, enhances compliance, automates quality assurance, and delivers real-time insights. Highlighting a $2M cost-saving success story, he shares how AI reduces agent attrition and boosts performance. He also outlines a broader vision: AI analyzing unstructured data across all customer touchpoints, driving the evolution toward autonomous, adaptive contact centers that are transparent, efficient, and future-ready. [01:22] Noam's Journey [06:11] Challenges and Opportunities in CX with AI [10:35] Technical Infrastructure and Zero-Touch Platform [16:32] Success Stories and Impact on Agent Performance [22:10] Compliance and Regulatory Tracking [27:47] Expanding AI's Role Beyond Contact Centers [33:39] Vision for the Autonomous Contact Center [35:18] Future Directions and Exciting Developments Connect with Noam: LinkedIn: linkedin.com/in/noamfine Website: hear.ai/ Email: noam@hear.ai…

1 Ken Hughes on Humanizing Customer Experience 44:13
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Today's conversation explores the impact of storytelling, emotional intelligence, and employee empowerment on crafting exceptional customer experiences. Ken Hughes, a renowned keynote speaker and consumer behaviorist, shares his journey to becoming the "King of Customer Experience." He explains the concept of the "blue dot customer," highlighting the shift toward customer-centric business models. Through compelling stories from brands like Ritz-Carlton, Zappos, and Virgin Atlantic, Ken demonstrates how culture, leadership, and emotional connection foster lasting loyalty. He also offers valuable guidance for leaders seeking to embed customer intimacy within their organizations and build enduring brand advocacy. [01:00] Ken's Journey to Becoming the "King of Customer Experience" [03:41] The Importance of Action in Customer Experience Metrics [04:58] Customer Experience Stories [16:25] The Blue Dot Customer: A Metaphor for Customer-Centric Business Models [21:17] Embedding Customer Intimacy in Company Culture [32:33] The Power of Stories in Customer Experience Connect with Ken: LinkedIn: linkedin.com/in/kenhughesie/ Website: kenhughes.info/…

1 Martin Palamarz on Scaling Impact with Journey Management and AI 42:16
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This episode features Martin Palamarz, co-founder and Chief Customer Officer at TheyDo. Martin shares his global career journey, working with iconic brands like IKEA, Volvo, Nike, and Adidas from Sweden to the UK. He explains how his passion for customer behavior and Agile practices led to co-founding TheyDo to help enterprises act on customer feedback at scale. Furthermore, Martin introduces the concept of journey management, which is aligning data, teams, and decisions to improve customer experience. He also explores how AI enhances this process and emphasizes linking CX improvements to real business outcomes and metrics. [01:44] Martin's Career Journey and Founding TheyDo [05:28] Challenges in Customer Journey Management [11:37] Introduction to Journey Management [18:04] Examples of Journey Management Success [23:32] Challenges in Becoming Customer-Centric [30:15] Future Initiatives and AI in Journey Management Connect with Martin: LinkedIn: linkedin.com/in/palamarz Email: martin@theydo.com Website: theydo.com/…

1 Dr. Chitra Ranganathan on Leading with Data at Scale 37:25
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In this episode, we meet Dr. Chitra Ranganathan, Head of Data Science and Analytics at Atlassian. She shares her inspiring journey from academia to top roles at Microsoft, Amazon, and now Atlassian. Dr. Chitra talks about designing better employee and customer experiences using data, including her work on Amazon's groundbreaking feedback system, Amazon Connections . She explains how AI and machine learning help turn data into action and offers thoughtful advice on staying customer-focused in the long run. [01:47] Dr. Chitra's Career Journey [07:37] Insights from Dr. Chitra's Career [10:55] Amazon's Employee Feedback Program: Amazon Connections [17:54] Impact on Employee Experience [21:40] Challenges and Innovations [34:29] Dr. Chitra's Role at Atlassian [36:00] The Role of AI in Capturing Sentiment [39:09] Final Thoughts Connect with Dr. Chitra Ranganathan Linkedin: linkedin.com/in/chitra-ranganathan-ph-d- Website: atlassian.com/ Follow Be Customer Led on LinkedIn linkedin.com/company/becustomerled Connect with Marbue Brown on LinkedIn linkedin.com/in/marbuebrown…

1 Brett Frazer on Connecting Employee and Customer Experience 43:45
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Meet Brett Frazer, a seasoned customer experience leader with a career spanning Microsoft, Adobe, and Sunbasket and co-founder of Service Matters. Brett emphasizes the vital link between employee and customer experience, illustrated through real-world examples and his Five A's framework—Acknowledge, Align, Assist, Advise, and Ask. Throughout the conversation, Brett explains how these principles drive long-term customer loyalty and business profitability. [01:46] Brett's Career Journey and Background [08:12] The Interconnection of Customer and Employee Experience [13:53] The Five A's of Successful Customer Engagement [26:02] The Hidden Profit Center and Long-Term Value [32:56] Practical Applications and Real-World Examples Connect with Brett: LinkedIn: linkedin.com/in/brettfrazer/ Mentioned in the episode: Your Hidden Profit Center: Mastering the 5 A's of Successful Customer Engagement: amazon.com/Your-Hidden-Profit-Center-Successful…

1 Zach Riggar on CX Lessons From MLS On Strategies For Fan Engagement 26:32
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In today's episode, Zach Riggar, Vice President of Digital Marketing for Major League Soccer (MLS), shares his extensive career journey, highlighting his work with big brands and his role in the evolution of digital marketing in sports. He discusses MLS's growth, fueled by innovative technology, high-profile players like Lionel Messi, and the upcoming 2026 World Cup. Zach emphasizes the emotional nature of sports marketing, strategies for fan engagement, and the importance of balancing brand and performance marketing. He also talks about how MLS clubs shape fan experiences, the significance of first-party data, and the league's approach to growing its fanbase. [00:58] Zach's Professional Journey. [02:53] MLS's Rise in Popularity [04:44] Differences in Customer Experience in Sports [06:53] Engaging and Retaining Fans [09:19] MLS's Approach to Growing Fan Base [11:11] Favorite Platforms for Engagement [13:19] Elevating the Fan Experience [16:49] Unique Club Personalities [21:40] Learning from Other Leagues [27:09] Balancing Brand and Performance Marketing Connect with Zach: Linkedin: linkedin.com/in/zachriggar/ Website: jobs.mlssoccer.com/…

1 Tim Mueller-Hickler on Customer Obsession in Action 36:03
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Meet Tim Mueller-Hickler, the Founder of Thinc-Performance and a former VP at Snap Inc. and Amazon, specializing in customer obsession, platform integrity, and employee services. In this conversation, Tim talks about his career journey and deep expertise in customer obsession. Tim shares insights from his time at American President Lines, Sun Microsystems, Amazon, and Snapchat, highlighting how customer-centric mechanisms drive business success. He explains Amazon's approach, including systems like the Andon Cord and Customer Connection, and how customer obsession extends beyond customer service to every department. Tim discusses practical ways companies can implement these principles, emphasizing leadership accountability, risk-taking, and innovation. He concludes with key takeaways on embedding customer obsession into company culture and driving meaningful improvements in customer experience. [02:12] Tim's Career Journey [06:34] Understanding Customer Obsession at Amazon [11:53] Customer Obsession Beyond Amazon [16:02] Implementing Customer Obsession in Practice [30:10] Adapting Customer Obsession Practices to Other Companies Connect with Tim Mueller-Hickler LinkedIn: in/tim-mueller-hickler-2a6317/ Website: thinc-performance.com…

1 Tom DeWitt on Creating a Culture of Customer-Centricity 38:14
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Discover how businesses can shift from transactional models to customer excellence enterprises! Today's episode features Tom DeWitt, Ph.D., a globally recognized leader in customer experience management. As the founder and director of CXM at Michigan State University (MSU), Tom pioneered North America's first academic program in customer experience management. He is also the co-author of The Customer Excellence Enterprise , a book that redefines how organizations can embed customer-centricity into their DNA. Tom shares insights on transforming customer engagement, building a customer-centric culture, and the financial impact of exceptional customer experiences. The discussion explores real-world examples, including a healthcare experience in Thailand, the concept of helpfulness as a guiding principle, and the 39 Bold Moves for achieving customer excellence. Tom also discusses the importance of customer loyalty, the role of leadership in CX transformation, and the groundbreaking MSU Master of Science in Customer Experience Management program. [01:00] Tom’s journey in customer experience leadership [05:00] The inspiration behind The Customer Excellence Enterprise [09:00] A real-world example of customer excellence in healthcare [12:40] The impact of the "Amazon Effect" on customer expectations [19:00] 39 Bold Moves for achieving customer excellence [25:00] Why leaders must model customer-centric behaviors [29:00] Measuring emotional outcomes in customer experience [31:00] The creation and impact of the MSU CXM program [34:00] How CX education is transforming careers [36:40] The future of customer experience management Resources Connect with Tom DeWitt on LinkedIn: Tom DeWitt, Ph.D. The Customer Excellence Enterprise (Book by Tom DeWitt & Wayne Simmons) - Available on Amazon Michigan State University Master of Science in Customer Experience Management: MSU CXM Program…

1 David Edelman on AI-Driven Personalization and Customer Strategy 33:54
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Today's episode features David Edelman, Harvard Business School fellow and author of Personalized: Customer Strategy in the Age of AI. David shares his career journey from consulting at BCG to leading digital transformation at Digitas, McKinsey, and Aetna. He explains why personalization is more than just a marketing tactic—it's a strategic tool to enhance customer experience and drive business growth. The discussion explores real-world examples from Starbucks, Spotify and Aetna, highlighting both the opportunities and challenges of AI-driven personalization. David also introduces the Personalization Index, detailing five key dimensions that separate industry leaders from laggards. Finally, he offers insights on how companies can use AI and data to improve customer engagement and financial performance. [01:14] David's Career Journey [04:33] The Importance of Personalization [08:36] Personalization in Customer Experience [14:46] Motivation Behind Writing the Book [16:39] The Personalization Index and Its Dimensions [23:13] Unlocking New Opportunities with Personalization Connect with David LinkedIn: www.linkedin.com/in/daveedelman Website: www.edelmanadvisoryservices.com…

1 Amanda Ono on Migrating from Customer to Employee Experience 32:48
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This week’s episode of the Be Customer Led podcast features Amanda Ono, Chief Human Resources Officer at Kroll . When she was in college, her passion was the interaction between teams and leaders and how they worked together to drive results. She worked in a wide range of positions, including recruiting, training, and building leadership programs, which led her towards the specific title she holds now. In today’s conversation, we talk about migrating from customer experience to employee experience. [01.26] Professional Journey – Starting the conversation, Amanda shares where she ignited her passion for customer experience. [07.40] Outcomes – Amanda explains what outcomes they achieved at Resolver by bringing customers and employees together as a business decision. [13.13] Training programs - If training is the answer, what's the question? Amanda shares why training programs fail most of the time and what we need to do to get real outcomes form them. [19.37] Leadership and management – We discuss the distinction between change leadership and change management. [26.21] Training on empathy – Amanda walks us through how they train employees on building empathy in their onboarding program at Resolver. [32.55] Inspiration – Wrapping up the conversation, Amanda shares where she gets her inspiration in her life to keep going. Resources Connect with Amanda LinkedIn - linkedin.com/in/amandaono/ Website - resolver.com/ Twitter - twitter.com/amandaono Book by John P. Kotter Leading Change – goodreads.com/book/show/51370.Leading_Change…

1 Kimberly Wiefling on Developing Culture and Leadership That Has Impact.mp4 31:04
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Today's episode of Be customer Led features Kimberly Wiefling, founding member & global consultant at Silicon Valley Alliances. Her superpower is uniting people of different nationalities, cultural backgrounds, and aesthetic preferences to accomplish a common goal. Kimberly has worked in the United States, Europe, and Asia. Also, she has visited Japan more than a hundred times to work with the culturally diverse staff of globalizing Japanese businesses. Throughout our conversation today, she imparts invaluable advice on creating an influential culture and leadership. [01:14] Background – Kimberly recounts the origins of her company, which she founded over two decades ago, and her professional journey. [04:36] Culture - Kimberly defines both corporate culture and leadership, and we talk about the relationship between the two. Also, we discuss the relationship between leaders and managers and whether one can be both, or if one must choose between being a leader or a manager. [09:42] Disconnection - Kimberly outlines why firms fail to give what employees want and why there seems to be a disconnect between the company, its executives and managers, and its employees. [16:55] Culture in Japan - What is the difference between the culture of Japan and Silicon Valley? [19:07] Leadership - Leaders are responsible for creating and maintaining a strong organizational culture. This involves modeling the desired behavior, celebrating successes that align with the cultural values, and correcting or dismissing behavior that goes against the cultural norms. [21:44] Culture - If you are a new leader and want to establish a company culture, Kimberly offers some suggestions on how to do so, as well as some actions you may take as an individual to alter an existing culture that is toxic or unappealing. [25:08] Action, Communication, and Thinking - The ACT framework is a simple and effective way for leaders to understand their roles and responsibilities. Resources: Connect with Kimberly: LinkedIn: linkedin.com/in/scrappykimberlywiefling/ Website: wiefling.com/ Website: kimberlywiefling.com/ Silicon Valley Alliances: siliconvalleyalliances.com/…

1 Joe Fisch on How CEOs Can Focus on the Customer 29:57
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The CEO of Wine Access, Inc., Joe Fisch, joins Bill Staikos on this week's episode of Be Customer Led. Through careful selection, engaging narratives, and impeccable provenance, Wine Access makes finding and enjoying the world's most inspiring wines simple. During this episode, Joe discusses a variety of the experiences, insights, and perspectives that he has gained throughout his time working in the wine industry. [02:37] Background – Joe describes his professional career, including the steps that ultimately resulted in the launch of his company. [05:47] Wine Access – How exactly does Wine Access cater to the needs of its customers? [09:09] NPS – NPS, CX, and the Wine Industry [13:37] Personalization – Joe explains how quickly they swing into action when a customer is having a bad time with their service. On top of that, he details his company's usage of customization. [19:05] Customer Satisfaction - We talk about how to strike a balance between maximizing profits and sales and providing a satisfying experience for customers. [25:33] Guest’s Question: In response to the previous guest's question, Joe outlines his interest in philanthropy and donating. Resources: Connect with Joe: LinkedIn: linkedin.com/in/joefisch/ Website: wineaccess.com/ App: apple.com/us/app/wine-access/id1642804318…

1 Stacy Salvi on Wearables and the Customer Experience 27:44
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This week on Be Customer Led with Bill Staikos, we interview Stacy Salvi, Vice President of Strategy at Movano Health. Movano Health is creating a portfolio of purpose-driven healthcare products to bring medical-grade, high-quality data to the forefront of consumer health devices. They are on a mission to empower and inspire you to live a healthier, happier life by integrating crucial health data with individualized intelligent feedback in stylish form factors tailored to your specific lifestyle and present you with the data most important to you. Throughout today's episode, Stacy elaborates on Movano's mission and delivers her insights on wearable technology and the customer experience. [00:28] Journey – Stacy describes her exciting journey thus far. In addition, she details her work at Movano and the company's emphasis on women. [07:27] Wearable Technology - How has technology worn on the body progressed? How has the consumer's viewpoint evolved? [09:41] Other Use Cases - Stacy shares where besides healthcare, she sees the most pressing need for wearable technology. [12:30] The Combination – Customer Experience, User Experience, and Product [18:49] The Future – What does the future hold for wearable technology? [24:09] Guest Question – Stacy's Question: How do you find balance in your life and translate that into your working life? Resources: Connect with Stacy: LinkedIn: linkedin.com/in/stacysalvi/…
Janet Polach, e xecutive coach, speaker, author, and retired marine, joins Bill Staikos for this week's episode of Be Customer Led. Janet has extensive training and expertise as an executive coach and leader-builder. Leaders throughout the world have benefited from her coaching and guidance. She has a Ph.D. in Organizational Leadership and Development from the University of Minnesota and is a retired Marine lieutenant colonel. Today's session focuses on her insights and advice for aspiring and established leaders alike in the realm of coaching. [01:20] Janet's Background – Janet commences the conversation by detailing her background. [05:54] Bill as a Leader - Janet gives Bill a leadership coaching session, during which she questions him on several themes and delivers insights. [11:56] Culture of Feedback – The concept of receiving regular feedback. [17:44] Coaching – Role of coaches, their impact and importance, and underlying reasons why most middle-aged individuals hesitate to get the support they need. [23:40] Tools for Success - How can middle-level managers ensure they are equipped with the necessary tools for success and do not lose personnel at their level or below? [28:18] Inspiration – Janet responds to the question of which leaders she admires and where she finds inspiration. Resources: Connect with Janet: LinkedIn: linkedin.com/in/janetpolachphd/ Mentioned in the episode: The Seven Mistakes New Managers Make: How to Avoid Them and Thrive: goodreads.com/book/show/61877493-the-seven-mistakes-new-managers-make…

1 Trey Hoffman on Building out a Customer Experience Team 38:10
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Trey Hoffman, Vice President of Customer Experience at Fleetio, joins the Be Customer Led podcast for this episode. Fleetio's software enables global organizations to track, analyze, and enhance fleet operations. In today's episode, Trey, who has a deep-seated interest in assembling formidable teams to aid clients in achieving their goals by employing novel approaches, discusses his experiences in this regard. [01:03 Trey's Journey – Trey recounts his experience and describes what Fleetio offers its customers. [09:10] Evolution of the Team - Trey explains what he was looking for in the CX team when he joined Fleetio, how Trey structured the team, and the change in the team structure he is most proud of implementing. [16:09] Team's success - Defining what constitutes success for the team. [19:34] Customer Feedback - Trey describes how he will relay customer feedback to the product board. [24:07] Customers' Success - How to measure the customers' success? How to balance focusing on different customer types and deciding whom the company wants to invest the most? [30:22] Future – Trey expresses his desires regarding his discipline. [33:18] Trey's answer – Trey responds to the previous guest's questioning regarding the brand experience that has been relevant, proactive, and responsive to his needs. Resources: Connect with Trey: LinkedIn: linkedin.com/in/treyhoffman/…
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