Relationship-driven financial services professional with 12+ years’ experience specializing in retirement planning, client education, and process improvement. Expert at translating complex financial concepts into actionable guidance, leading cross-functional teams, and driving client engagement through data-driven strategies. Passionate about empowering clients and colleagues through training, education, and continuous improvement.More...
Raquel Kangas
Director, Customer Experience
Verified
As Director of Customer Experience, I have successfully led a team to improve overall customer satisfaction rates by 30%. I have implemented innovative customer experience strategies, which resulted in a significant increase in customer loyalty and retention. I have also been instrumental in reducing customer complaints by 40% through effective problem-solving and communication initiatives. Furthermore, I have introduced new training programs for staff that boosted their customer handling skills, leading to a more efficient and productive team. I have also been recognized for my ability to effectively analyze customer feedback and use it to improve our products and services.More...