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Defining & Stimulating the Client Experience

December 09, 2022

CE Credits

Investments & Wealth Institute® has accepted the MMI Webinar: Defining & Stimulating the Client Experience for 1.0 hour of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications.


Sponsored by the MMI Marketing Community.

Learn from industry leaders who have successfully led change management initiatives in CX to deliver improvements in NPS and other KPIs. Tara Giuliano of Nuveen and Susan Theder of FMG Suite sit down with customer experience expert, Shaun Smith, to discuss the importance of defining a client experience strategy and explore lessons they have learned for best practices. 

Join us as they answer your questions in an interactive setting including:

  • How do you define CX?
  • Where does it typically sit in the organization? Who owns it?
  • Where do you start if you're thinking of initiating a more focused approach to CX?
  • How do you measure success?

The MMI Marketing Community is focused on serving the needs of marketing professionals, with all levels of experience. Its mission is ADVANCELEARN & INSPIRE by bringing marketers together and facilitating educational dialogue on the strategic role of marketing.

Kelly Caporale, EVP, Chief Marketing Officer, Money Management Institute

Tara Giuliano, Chief Marketing Officer, Nuveen
Shaun Smith, Founder, Smith & Co.
Susan Theder, Chief Marketing & Experience Officer, FMG Suite

50 minutes (including time allocated for Q&A).

CE Credits:
Investments & Wealth Institute® has accepted the MMI Webinar: Defining & Stimulating the Client Experience for 1.0 hour of CE credit towards the CIMA®, CPWA®, CIMC®, and RMA® certifications.

This MMI Webinar is closed to members of the media.

Please contact MMI with any questions at (646) 868-8500 or