Enhancing Engagement with Personalized Insights and Database Experiences with Jessica Austin Barker, CXO at TIAA
Life Accelerated
by Equisoft + Insurance Innovation Reporter
2w ago
Jessica Austin Barker, TIAA's Chief Digital and Client Experience Officer, sits down with host Anthony O’Donnell for this latest episode of Life Accelerated. Jessica’s acumen, honed through her tenure at Intuit and now as a leader at TIAA, is steering the financial institution toward new horizons of client engagement. Jessica brings a profound understanding of the complexities in the financial and retirement planning sectors and a commitment to bridging innovative digital strategy with a personal touch vital to these industries. The episode guides listeners through TIAA's emphasis on capabilit ..read more
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A Practical Approach to Digital Transformation with Jennifer King, VP of Customer Experience at Boston Mutual
Life Accelerated
by Equisoft + Insurance Innovation Reporter
3M ago
Since the late 1800s, Boston Mutual Life Insurance has transitioned from a service-focused to a customer-care-driven team, emphasizing the importance of balancing technology and human touch in the digital transformation journey. Jennifer King, Vice President of Customer Experience at Boston Mutual, is at the helm of Boston Mutual's digital transformation effort. She speaks with Life Accelerated about how she has spearheaded the alignment of technology, customer experience, and operational excellence in the life insurance industry. This episode is a must-listen for anyone looking to accelerate ..read more
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The Evolution of Principal Financial Group's Digital Transformation Strategy with Ryan Downing, VP and CIO of Enterprise Business Solutions
Life Accelerated
by Equisoft + Insurance Innovation Reporter
9M ago
Principal Financial Group is an American global financial investment management and insurance company who helps people create the kinds of lives they dream about, empowered by financial security and stability. But how do they approach their mission through a digital perspective? Ryan Downing, Vice President and Chief Information Officer of Enterprise Business Solutions at Principal Financial Group, discusses how technology, automation, and AI can enhance the customer experience, Principal Financial Group’s efforts towards evolving their focus from contracts to customers, the connection between ..read more
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Leveraging Enterprise Data and AI for Customer-Centric Solutions with Jeff Donaldson, Mutual of America Financial Group
Life Accelerated
by Equisoft + Insurance Innovation Reporter
10M ago
Jeff Donaldson, SEVP and Chief Digital Officer of Mutual of America Financial Group, is responsible for leading the company's digital strategy and initiatives, he played a crucial role in driving technological innovation and enhancing customer experiences within the organization. He shares the strategic decisions and initiatives undertaken by the company to embrace digital transformation and meet the evolving needs of their customers.    On this episode of Life Accelerated, Jeff Donaldson shares the company's journey towards digital transformation. He highlights the importance of add ..read more
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Building a Technology-Enabled Foundation with Jeff Hughes from Brighthouse Financial
Life Accelerated
by Equisoft + Insurance Innovation Reporter
11M ago
Special guest, Jeff Hughes, the Chief Technology Officer of Brighthouse Financial, takes us on a journey through the past five years of his professional life, where he played a pivotal role in successfully transitioning Brighthouse Financial to a new foundation. With over 200 transition services agreements and 100 programs and initiatives to navigate, Jeff and his team faced numerous challenges, but ultimately emerged victorious in their quest. On this episode of Life Accelerated, Jeff Hughes shares about the company's successful transition to a new foundation that involved exiting hundreds of ..read more
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Mastering Life Insurance, Customer Engagement, and Creating Unforgettable Policyholder Experiences with Matt Berman
Life Accelerated
by Equisoft + Insurance Innovation Reporter
1y ago
Matt Berman, a dynamic leader in the life insurance industry, brings over 16 years of experience to the table. Having held senior roles in product distribution and customer experience, Matt now serves as the President for both the US and Canadian markets at Foresters, a financial services company focusing on life insurance and investments. With a passion for delivering unique, value-driven experiences for policyholders, Matt is a key figure in driving Foresters' digital transformation journey, creating impactful and engaging solutions for members.  In this episode, Matt covers the transfo ..read more
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Leveraging tech and data to meet digital demands with Mutual of Omaha
Life Accelerated
by Equisoft + Insurance Innovation Reporter
1y ago
The last two years have been difficult for many life insurance companies. To meet the demands of a digital workplace and marketplace, some were forced to flip their business models nearly overnight. Others were well-positioned; They shifted priorities and embraced technology to serve their customers even better. Mutual of Omaha was one of those institutions. In this week’s episode of Life Accelerated, Mutual of Omaha’s Brian Poppe shares how the $10 billion organization adapted quickly and prioritized their talent and mission. Sharing his expertise as SVP of Technology Modernization, Brian dis ..read more
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MetLife’s secrets to success with Bill Pappas
Life Accelerated
by Equisoft + Insurance Innovation Reporter
1y ago
MetLife’s secret to success? Looking outside of the industry.   MetLife is an insurance company dedicated to providing working-class Americans with financial protection and has helped generations of customers protect their property, finances, family and future. They are an insurance company that not only focuses on selling insurance, but they push people to live better and healthier lives.   Bill Pappas, Head of Global Technology and Operations at MetLife, shares his role in the company, the strategies they implement that has led them to success, the digital capabilities they are ada ..read more
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Unlocking faster and more simplified life insurance: Legal & General America’s transformation journey with Raju Seetheraman
Life Accelerated
by Equisoft + Insurance Innovation Reporter
1y ago
Legal & General, U.K.’s number one life insurance provider, has been able to protect families for over 180 years—and is now bringing its digital transformation expertise to the US. Raju Seetharaman, SVP, IT and Transformation of the life insurance division of Legal & General America, reveals how they are navigating through regulations, customer expectations, and diversity to provide quick, easy, and affordable life insurance to Americans. Listen in to hear how Legal & General America is working to grow their impact and market share ..read more
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Improving the agent experience through digital transformation with Sammons Financial Group
Life Accelerated
by Equisoft + Insurance Innovation Reporter
1y ago
Would you classify your company as one that experienced growth but now is in a dry spot and has plateaued?   If so, Kelly Coomer, CIO of Sammons Financial Group,  has an answer for you.   Developing and evolving the business into a product mindset.   Kelly is on the hunt to obtain technology to improve customer experience, keep employees satisfied, and hire and retain workers. She shares her journey and the changes that she has made in order to keep the company growing - all centered around the company-wide shift to a product mindset ..read more
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