Personalization could transform the future of retirement planning.
This week on The Modern Custome Podcast, Jessica Austin Barker, Chief Digital Officer and Client Experience Officer at TIAA, joins Blake Morgan to explore how AI could help people receive guidance that reflects their individual goals, circumstances, and changing paths to retirement.
Jessica shares why personalization remains only half solved, how AI could reduce the effort required to explore financial scenarios, and what an AI companion could offer across a customer relationship that spans decades.
Listen to learn how AI could make retirement planning more personal, accessible, and easier to understand.
Blake Morganwas called "The Queen of CX" by Meta. She is a customer experience futurist and author of three books on customer experience. Follow Blake Morgan on LinkedIn
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