Explorez tous les épisodes du podcast The Experience Edge
| Titre | Date | Durée | |
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| Ep. 3 - Future-Proof Your Customer Experience - David Avrin | 06 Dec 2024 | 00:50:13 | |
Summary In this conversation, David Avrin discusses the evolution of customer experience from a product-centric to a customer-centric approach. He emphasizes the importance of understanding changing customer expectations and balancing business needs with customer desires. Avrin advocates for compassionate capitalism, where profitability and customer satisfaction coexist. He also highlights challenges CX teams face aligning their initiatives with business outcomes and the role of leadership in driving customer experience transformation. The discussion touches on global perspectives on CX and eliminating friction to enhance satisfaction. David discusses the importance of creating a seamless customer experience and the challenges businesses face in doing so. He emphasizes the need for companies to be aware of friction points and how AI can improve customer interactions. Avrin also highlights the significance of maintaining human touch in customer service, especially as automation grows. The discussion touches on the future of customer experience, the value of understanding customer needs, and the necessity for operational decisions to include CX insights. Guest Bio One of the most in-demand Customer Experience speakers and consultants in the world today, David Avrin, Global Speaking Fellow, has shared his content-rich, entertaining and actionable presentations with enthusiastic audiences across the world. David helps organizations better understand and connect with their changing customers and clients to help future-proof their businesses. His insights have been featured on thousands of media outlets around the world. But he is also the author of seven books including my favourite Why Customers Leave (and How to Win Them Back). Chapter Breakdown 00:00 Introduction to David 01:06 Shift from Product to Customer Centricity 05:11 Breaking Silos in Customer-Centric Organizations 09:42 Compassionate Capitalism in CX 12:16 CX Teams’ Struggle to Prove Business Impact 15:36 Coaching Leadership for CX Success 18:43 Global Differences in CX Practices 21:35 Eliminating Friction in Customer Journeys 27:45 Examples of Reducing Friction 34:10 Role of AI in Reducing CX Friction 40:31 Challenges with Call Centers and Chatbots 47:28 CX as a Revenue Generator Takeaways Understanding customers is key to future-proofing. Balancing profit and customer expectations is challenging. Compassionate capitalism enhances experiences. CX often struggles to align with business goals. Leaders must prioritize CX transformation. Customer expectations vary globally, affecting strategies. Removing friction boosts satisfaction. Quality is expected; ease sets businesses apart. Adapting to evolving customer behaviors is critical. Seamless experiences are vital for success. AI can reduce friction but shouldn't replace humans. CX is often undervalued in decision-making. Friction causes dissatisfaction and customer loss. Generational preferences demand awareness. Prioritize CX during economic downturns. AI should enhance, not hinder, service. Understanding needs reduces unnecessary support calls. Visibility into processes boosts satisfaction. CX insights should inform operations.Follow David Here | |||
| Ep 2. - Product is just feeding the beast - John Cutler - ex Toast, Amplitude | 28 Nov 2024 | 01:15:59 | |
Visit us at www.theydo.com Summary Jochem Van Der Veer and John Cutler discuss the intersection of product management and customer experience, emphasizing the importance of customer centricity and aligning business strategies with customer perspectives. They explore the challenges of siloed departments, the role of leadership in fostering a customer-centric culture, and the need for situational awareness and innovation. The conversation highlights the importance of multi-frame thinking, cultural shifts, and integrating business metrics with customer insights. They also address the complexities of defining a North Star metric and advocate for a balanced approach combining top-down directives and bottom-up innovation. Chapter Breakdown (00:00) Podcast Introduction (03:00) Overlooked Aspects of Customer Centricity (07:10) Differences in Product Management by Company Size (12:08) Breaking Product Team Silos (17:29) The Challenge of Scaling Without Silos (23:16) Innovation vs. Incremental Improvement (28:30) Organizing Around Features vs. Customer Needs (34:07) Examples of Thriving Product Teams (40:53) Leadership's Role in Bridging CX and Product (47:02) Avoiding Irreversible Decisions in CX (53:48) Building Skills for Customer-Centric Teams (57:58) Defining a Company’s North Star Metric #customer #centricity #product #management #experience #innovation #organizational #design #situational #awareness #teams #service #agile #frameworks #leadership #agility #business #metrics #northstar #cultural #shifts #skills #development #health #blindspots #strategy | |||
| Ep 1. - Marc Fonteijn - Driving with discipline and curiosity | 22 Nov 2024 | 00:56:03 | |
Visit us at www.theydo.com Summary In this conversation, Jochem Van Der Veer interviews Marc Fonteijn, a prominent figure in the service design community, discussing the evolution of service design, the importance of community, and the challenges faced by service designers today. They explore the dual nature of service design—commercial versus philosophical—and the ethical responsibilities that come with it. Marc shares insights on cultivating influence within organizations, the significance of personal growth, and the ongoing issue of burnout among service design professionals. In this conversation, Marc and Jochem explore the evolving landscape of service design, discussing the importance of individual contributors, the integration of design thinking into leadership roles, and the challenges of maintaining effective meetings and workshops. They delve into the significance of design language and the impact of educational systems on design thinking. The discussion also touches on parenting, community building, and the role of friendships in professional growth, emphasizing the need for supportive networks in the service design field. Takeaways:
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| Ep.6 - Frictionless CX: The Future is Here - Steven Van Belleghem | 03 Jan 2025 | 01:01:50 | |
Visit us at www.theydo.com Summary Jochem Van Der Veer interviews Steven van Belleghem, exploring South Korea’s unique customer experience landscape, the role of AI, robotics, and government in digital innovation. They discuss personalized automation, redefining human interactions, friction hunting, emotional connections, and the leadership needed to foster customer trust and loyalty in a fast-changing world. Guest Bio: Steven is a Customer Experience veteran - he’s mostly known for his super engaging keynotes and high energy on stage. He finds his inspiration by visiting companies all over the world. He is the co-founder of Nexxworks, an inspiration agency that organises inspiration tours in all corners of the world to inspire executives to improve their customer experience. He’s also a part-time marketing professor at Vlerick Business School and guest speaker at London Business School. But most importantly, Steven has seen, dissected, inspected, reviewed and shared more customer experiences than probably any other person in the world. Some of his popular books include “Customers The Day After Tomorrow” and “When Digital Becomes Human.” His work emphasizes the balance between automation and human connection in creating future-proof customer strategies. Chapter Breakdown: 00:00 Introduction to Steven Van Belleghem 02:20 Insights from South Korea's Customer Experience Leaders 05:44 The Role of Robots in South Korea's Workforce 07:59 Korea’s Digital-First Approach to Customer Experience 11:20 Government and Corporate Collaboration in Innovation 16:51 Speed vs. Emotional Connection in Customer Experience 19:54 AI and the Future of Customer Service 24:16 Preparing Organizations for AI-Driven Transformation 30:09 Branding and Loyalty in an AI-Powered World 40:22 Redefining Metrics for Customer Experience Success 46:02 The Power of Emotional Engagement in a Frictionless World 53:54 The Future Role of CX Teams in Shaping Strategy Takeaways:
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| Ep.5 - Red Cross - Redefining CX for Nonprofit Success - Andrew George | 20 Dec 2024 | 00:59:58 | |
Visit us at www.theydo.com Summary In this conversation, Andrew George, direct marketing strategist and customer experience advocate at the Canadian Red Cross, shares strategies for optimizing donor engagement through journey mapping, empathy-driven communication, and blending traditional metrics with attitudinal data. He highlights the importance of collaboration across teams, empowering donors, and implementing feedback loops to improve retention. Andrew reflects on lessons learned, adapting to changing donor needs, and the unique challenges nonprofits face compared to for-profits while emphasizing the ongoing journey toward true donor-centricity and the need for executive buy-in to drive CX initiatives. Guest Bio Andrew wears two hats as both a direct marketing strategist and customer experience advocate at the Red Cross, where he expertly balances the metrics-driven demands of marketing with the empathy-driven needs of CX. With a focus on direct marketing, Andrew understands the rigorous push to generate responses, acknowledging the sometimes transactional nature of the field. But it’s through CX that he finds deeper fulfilment—connecting with donors one-on-one to better understand their experiences, even when the conversation is challenging. For Andrew, these insights help drive genuine, impactful relationships with donors, fueling meaningful growth for Red Cross programs. As a lifelong Tottenham Hotspur supporter, he knows all about loyalty and dedication. Andrew has also dabbled in the world of voice acting, lending their voice to small commercials and narrations—an experience that adds another layer of versatility to their storytelling skills. Chapter Breakdown 00:00 Introduction to Andrew George and His Roles 05:49 Metrics and KPIs in Non-Profit Marketing 11:56 Insights from the Ukraine Donor Journey 18:00 Creating Aha Moments for Team Empathy 24:04 Balancing What Donors Say vs. What They Do 29:54 Team Structure and Collaboration in Marketing and CX 35:45 Implementing Feedback Loops for Improvement 42:40 Empowering Donors Through Communication 48:36 Nonprofit vs. For-Profit: A Cultural Perspective 56:09 Overcoming Resistance to Change Takeaways
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| Ep.4 - Samsung and Their Customer Centric Evolution - Deborah Honig | 13 Dec 2024 | 01:07:01 | |
Visit us at www.theydo.com Summary Deborah Honig, a Global Business Executive at Samsung Electronics, shares insights into customer journeys, from mobile ordering to digital banking. She highlights the role of technology in enhancing user experience, reflects on both positive and negative interactions, and explores the challenges brands face in delivering consistent online and offline experiences. Guest Bio Deborah is an accomplished leader in customer experience and brand innovation, currently driving Samsung’s vision of a connected, customer-first future in the UK. In her role, she orchestrates Samsung's diverse product and service ecosystem. And here’s what I love: merging cutting-edge technology with emotion. She is tasked with defining Samsung’s brand purpose for the UK, and today she’s pioneering ways to enrich how people live, engage, and connect. Her career began at McKinsey, From there, she advanced to leadership roles with some of the world’s most iconic brands, including Nike, Amazon, M&S, and Starbucks. Her experience spans developing brands, creating transformative customer value props, and building retail strategies that use data and technology to meet customers where they are. Chapter Breakdown 00:00 Rapid Fire Questions with Deborah 00:12 First Customer Journey: Mobile Ordering at Starbucks 01:09 Recent Journey: Buying a Samsung Vacuum 02:47 Worst Journey: In-Store and Online Boot Purchase Issues 05:03 Best Journey: Switching to Barclays for Digital Banking 07:20 Surprises in Digital Banking Experience 08:39 Challenges of Stickiness in Banking 09:30 The Evolution of Customer Journeys with Technology 12:10 Personalized Experiences in Retail and Banking 15:05 Lessons from Great and Poor Customer Journeys 18:22 Predictions for the Future of Customer Experience 21:15 Final Reflections on Digital Transformation Takeaways:
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| Ep.8 - Jobs To Be Done Theory for CX - Jim Kalbach | 17 Jan 2025 | 00:58:49 | |
Visit www.theydo.com Summary Jochem Van Der Veer and Jim Kalbach discuss the Jobs to Be Done (JTBD) framework, its integration with experience design, and its application in understanding user needs. Jim emphasizes the importance of precision and complementary techniques in JTBD, explaining how it enhances traditional methods like journey mapping. They explore the hierarchy of target jobs, the significance of job metrics, and the ROI of implementing JTBD in organizations. They delve into the Jobs to Be Done framework, discussing its importance in prioritizing opportunities, understanding unmet needs, and fostering collaboration within teams. They explore the timeless nature of jobs, the longevity of research findings, and the common pitfalls organizations face when implementing this framework. The discussion also highlights the balance between leveraging AI for research and the necessity of human insight in understanding customer needs. Guest Bio Jim is an expert at the intersection of experience design, innovation, and new ways of working. With a deep passion for creating meaningful user experiences and driving organisational change, Jim has authored five influential books on these subjects including : The JTBD Playbook (Rosenfeld, 2020) and Collaborative Intelligence (Wiley, 2023). In 2020, Jim co-founded the JTBD Toolkit, a comprehensive online resource dedicated to the "Jobs to Be Done" framework. With years of experience in design thinking, remote collaboration, and product development, Jim is Chief Evangelist at Mural - the whiteboard software company and sought-after speaker and thought leader in the design and innovation space. Chapters: 00:00 Introduction to Jobs to Be Done Framework 02:46 Complementary Techniques in Experience Design 06:05 Understanding Precision in Jobs to Be Done 09:03 Target Jobs and Hierarchy of Abstraction 11:49 Job Metrics and Their Importance 15:07 B2B Example: Health Insurance Job Metrics 17:59 Qualitative Research in Jobs to Be Done 21:14 The Value of Job Metrics for Underwriters 24:00 Scaling Jobs to Be Done in Organizations 26:53 Decision Making and Rituals in Organizations 32:18 Data Integration and Jobs to Be Done 36:28 The Longevity of Jobs to Be Done Research 37:50 Collaboration vs. Research in Jobs to Be Done 39:43 Operationalizing Jobs to Be Done 41:30 Facilitating Team Collaboration 43:16 Understanding Metrics: NPS and Jobs to Be Done 44:41 Common Mistakes in Jobs to Be Done 48:31 Delivering Insights to Teams 51:21 Balancing AI and Human Insight 56:54 Complementary Roles of AI in Research Link to book - https://g.co/kgs/zTgBXnE Follow Jim - https://www.linkedin.com/in/kalbach/ | |||
| Ep.7 - The 10-Second Customer Journey - Todd Unger | 10 Jan 2025 | 01:12:19 | |
Visit us at www.theydo.comSummary In this conversation, Todd Unger, Chief Experience Officer at the American Medical Association (AMA), discusses his journey in transforming the organization to focus on growth through customer experience. He emphasizes the importance of understanding the target customer, creating a compelling brand proposition, and the role of digital transformation in achieving these goals. Todd shares practical insights and examples from his experience, including the development of a customer experience strategy and the creation of his book, 'The 10 Second Customer Journey.' In this conversation, Todd Unger discusses the importance of simplicity in branding, the process of building products that deliver on brand promises, and the significance of brand sentiment in driving membership. He reflects on the lessons learned during the pandemic and emphasizes the need for streamlined commerce processes and effective storytelling. Unger also highlights the importance of eliminating friction in customer experience and shares insights on the future of customer experience and growth strategies. Guest Bio: Todd is a transformational leader with a real edge on Experience, known for his "productive disruptor" mindset he turned his company upside down to focus on one thing: growth. With over a decade of expertise in consumer product marketing and advertising, he has a laser focus on the customer, ensuring that business and digital transformation are always customer-centred. Currently serving as Chief Experience Officer at the American Medical Association, they drive initiatives that blend product, marketing, e-commerce, community, and service to boost membership and enhance the impact of the organisation’s mission. He’s the author of the 10-second customer journey. A playbook on customer experience, offers a groundbreaking step-by-step framework that redefines the way businesses approach customer interactions. Chapter Breakdown: 00:00 Introduction to Todd Unger and AMA 02:01 Defining Growth at a Legacy Organization 04:31 Digital Transformation as a Growth Driver 06:31 Breaking Down Silos for Success 11:16 Redesigning Email Campaigns for Impact 16:01 Overview of the Seven-Step CX Framework 20:51 Redefining Target Customers in 4D 25:31 Creating a Compelling Brand Proposition 30:01 Delivering on the Brand Promise 36:01 Streamlining the Commerce Process 40:31 Building a Strong Storytelling Platform 50:01 Eliminating Friction Across Touchpoints 55:01 Lessons for CX Leaders Takeaways:
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| Ep.9 - How to Transform Customer Experience - Ryan Leveille | 24 Jan 2025 | 01:04:23 | |
Visit www.theydo.com Summary Ryan Levier draws on his experience in customer experience and service design to highlight how building relationships with C-suite executives drives innovation. At Amtrak, he transformed the company’s focus from transportation to hospitality, using data and insights to improve service design and address challenges like train delays. Ryan emphasizes the importance of empathy, business acumen, and effective communication in fostering change. He explores the concept of "innovation debt" and how learning from past failures can shape future success. By connecting teams and framing key customer and employee moments, Ryan demonstrates how to prioritize what truly matters in the customer journey. Guest Bio With over 15 years of experience representing Fortune 500 companies, Ryan brings a unique approach rooted in servant leadership and a track record of building competitive brands through collaboration with C-Suite executives across roles like Chief Digital Officer, Chief Strategy Officer, Chief Technology Officer, Chief Marketing Officer, and Chief Information Officer. An expert in experience design, innovation strategy, digital transformation, and athletics, Ryan has shaped world-class B2B, B2B2C, D2C, and eCommerce experiences across sectors like energy, transportation, consumer packaged goods, sports, and nonprofits. By balancing the needs of people, business objectives, and technology's potential, he guides organisations in making innovative strides, fostering adoption, aligning vision, and delivering immediate value to customers. Through a holistic view of complex challenges in today’s fast-evolving landscape, Ryan brings forward-thinking solutions to enhance operational efficiency and create sustainable growth. Chapters: 00:00 Introduction to Ryan Levier and His Expertise 02:45 Building C-Suite Relationships for Customer Experience 06:07 Transforming Amtrak: From Transportation to Hospitality 08:54 The Importance of Data and Customer Insights 11:58 Creating a Vision for the Future of Amtrak 15:10 Cross-Functional Collaboration in Innovation 18:04 Understanding Business Language in Customer Experience 21:07 The Role of Empathy and Business Understanding 23:54 Foresight vs. Insight in Strategic Planning 27:02 Communicating Change Effectively 29:59 Implementing Practical Changes at Amtrak 33:45 Understanding Train Delays and Customer Experience 37:20 Connecting Teams for Innovation 41:41 Navigating Innovation Debt 46:06 Learning from Failures 50:58 The Power of Framing in Experience Design 54:12 Micro Moments vs. Moments That Matter Follow Ryan - https://www.linkedin.com/in/crleveille/ Follow Jochem - https://www.linkedin.com/in/jochemvanderveer/ | |||
| Ep.13 - The Future of Banking: Digital Meets Human - Lasse Kragh Carstensen | 19 Feb 2025 | 01:06:33 | |
The Experience Edge speaks to, Lasse Kragh Carstensen, Head of Digital Business & Channels at Sparekassen Danmark, shares how a customer-owned bank is redefining financial services with a human-first approach. He discusses the paradox of scaling while staying personal, how customer insights directly shape strategy, and why simplifying digital experiences matters more than adding features. Lasse also reveals the challenges of balancing AI with human service, the importance of friction hunting, and how Sparekassen aligns teams around the customer journey. Guest Bio Lasse is a dynamic business strategist and digital transformation expert with a proven track record of driving customer-centric growth. With extensive experience in the financial sector, including leadership roles in the banking and pension industries, Lasse has successfully managed complex projects and teams, earning recognition for his innovative approach to digital business development and agile product design. His work consistently bridges the gap between companies and their customers, delivering measurable business performance improvements.
00:00 Introduction 02:25 How Sparekassen Danmark Differs from Traditional Banks 04:53 The Paradox of Staying Human While Scaling Efficiently 07:20 AI in Banking: Where Does It Fit? 12:10 Organizing Teams Around the Customer Journey 16:53 How Customer Feedback Informs Strategic Decisions 25:55 Digital Transformation in Banking: Key Challenges 35:39 Measuring Simplicity in Customer Experiences 47:13 The Future of Human-Centric Banking 55:58 The Importance of Continuous CX Improvement 58:00 Friction Hunting: Eliminating Pain Points in Banking 01:05:09 Closing Remarks & How to Connect with Lasse
Lasse’s Profile - https://www.linkedin.com/in/lasse-kragh-carstensen-5ba84bb2/ | |||
| Ep.12 - Insurance Companies Should Build Community - Jenni Reijonen | 12 Feb 2025 | 00:54:02 | |
In this episode of The Experience Edge, Jenni Reijonen shares how LocalTapiola, one of Finland’s largest insurance companies, is reshaping customer experience. She reveals how they built a thriving customer community of over 1,000 members without any incentives, how they’re using design thinking to transform CX, and why customer experience is more than just customer service. Jenni also opens up about the challenges of shifting from system-centric to customer-first development, the power of persistence, and the small wins that keep the team motivated. Guest Bio Jenni Reijonen is not your typical customer experience leader—she’s an Experience Evangelist, dedicated to transforming CX into a strategic business advantage. With a deep background in design thinking and customer-centric innovation, she has played a pivotal role in reshaping how organizations understand and engage with their customers. One of her standout achievements was building LocalTapiola’s customer community from the ground up, growing it into a thriving ecosystem of over 1,000 members—an impressive feat for an insurance company. For Jenni, customer experience isn’t just about improving journeys; it’s about fundamentally changing how companies connect with their audiences. Today, she leads customer experience renewal and design tools at LocalTapiola, driving innovation and deeper customer engagement. Chapters: 00:00 Introduction to Jenni Reijonen and Her CX Expertise 02:12 Why Build a Customer Community? 04:02 The Challenges of Scaling a CX-Driven Community 06:45 How Culture Supports Customer-Centric Transformation 08:42 Making the Business Case for CX 11:35 Early Indicators That CX Transformation Works 14:19 The House Framework for CX Renewal 17:52 Mapping Processes to Customer Journeys 20:46 The Evolving Governance Model for CX 22:41 Measuring CX & Connecting to Business Metrics 26:44 The Role of Cross-Functional Teams in CX 31:53 What Happens After Transformation? 35:58 Overcoming Resistance to Change in CX 39:46 Communicating & Scaling CX Initiatives 47:36 Celebrating Small Wins in CX 51:09 Jenni’s Best, Worst & First Customer Journeys 54:47 Closing Remarks & How to Connect with Jenni Follow Jenni - https://www.linkedin.com/in/reijosenjenni/ Follow Jochem -https://www.linkedin.com/in/jochemvanderveer/ | |||
| Ep.11 - Un-F*ck Your Customer Experience Today - Zack Hamilton | 05 Feb 2025 | 01:05:59 | |
Visit www.theydo.com SummaryIn this episode of The Experience Edge, Zack Hamilton, a seasoned CX leader and retail strategist, joins us to explore the future of customer experience. From his unique journey from retail to SaaS, Zack shares insights on the rise of Journey Pods, the fall of NPS, and how focusing on customer lifetime value can transform businesses. With unfiltered advice and actionable strategies, Zack reveals what it takes to truly UnF*** CX and create meaningful, lasting customer connections. Guest Bio Zack Hamilton is a distinguished retail and eCommerce strategist, recognized for his transformative leadership as a Chief Experience & Strategy Officer. With over two decades of deep expertise in retail, he has played a pivotal role in shaping the future of customer experience (CX), employee experience (EX), and post-purchase experience (PPX) for global brands. As an eCommerce visionary, Zack has been instrumental in developing and implementing digital-first strategies that seamlessly integrate online and offline retail experiences. His innovative approaches have consistently driven significant improvements in customer acquisition, conversion rates, and lifetime value across digital platforms. Having advised over 200 retail brands worldwide—including industry giants like Walmart, Macy's, and SEPHORA—Zack specializes in creating cohesive, omnichannel experiences that drive business growth. Chapters: 00:00 Introduction to Zack Hamilton and His Expertise 01:53 Transitioning from Retail to SaaS at Parcel Lab 05:20 Evolution of CXOs: Operational vs. Survey-Centric Leadership 11:07 Framing Customer Problems with a P&L Lens 17:36 Introducing Journey Pods and Redefining Retail Models 24:48 Serving Emerging Luxury Customer Segments 30:23 Structuring Journey Pods: Teams, Metrics, and Responsibilities 36:38 Governance and Decision-Making in Journey Teams 42:30 Launching “UnFuck Your CX” Newsletter: Mission and Impact 50:01 Challenging NPS and Advocating for Customer Lifetime Value 56:21 Setting Metrics for Business Impact and Long-Term Growth 59:37 Lessons Learned in CX Leadership and Career Highlights 01:04:27 Closing Remarks: How to Follow Zack Follow Zack - https://www.linkedin.com/in/zackhamilton/ Follow Jochem - https://www.linkedin.com/in/jochemvanderveer/ | |||
| Ep.10 - Transforming CX at Nissan - Jivesh Juneja | 29 Jan 2025 | 01:03:41 | |
Visit www.theydo.com Summary In this episode of The Experience Edge, Jivesh Juneja, Customer Journey Director at Nissan, shares how he’s reshaped customer experience for over 500 million annual visitors. Discover how Nissan shifted from product-centric to customer-focused strategies by streamlining operations with the Try, Buy, Use framework. They leveraged data to enhance customer journeys and identify "serious buyers." Jivesh also shares practical advice on fostering innovation, building cross-functional teams, and driving measurable business outcomes. Guest Bio Jivesh Juneja is a visionary business leader and technology enthusiast, currently spearheading innovation at Nissan Motor Corporation. With over a decade of expertise in digital product management and customer experience, he employs a data-driven approach to managing customer journeys. Notably, he has optimized digital platforms with over 80 million annual visitors and enhanced integration across all customer touchpoints. Jivesh has a remarkable track record of leading large teams, managing high-stakes projects, and collaborating with senior stakeholders to deliver transformative results. It’s rare to have a journey director on the show whose expertise spans business development, omnichannel marketing, communication strategy, data analysis, and project management. Chapters: 00:00 Introduction to Jivesh Juneja and His Expertise 01:16 Transitioning to Customer Journey Director at Nissan 02:22 Nissan’s Shift to Journey-Centric Transformation 05:07 Organizing Around the Try-Buy-Use Framework 08:56 Balancing Optimization and Innovation 13:23 Implementing Scaled Agile Framework (SAFe) for Customer Journeys 18:25 Aligning Teams Around Value Streams 24:32 Prioritization Through Journey Taxonomy 31:26 Quarterly Planning and Continuous Improvement Rituals 38:18 Measuring Success with Data and Metrics 43:55 Securing Executive Buy-In for Transformation 46:01 Lessons Learned from Journey Transformation 52:26 Shifting from Product-Centric to Customer-Centric Thinking 56:09 Lightning Round: Jivesh’s First, Last, Worst, and Best Journeys 01:04:56 Closing Remarks and Jivesh’s Contact Details Follow Jivesh - https://www.linkedin.com/in/jiveshjuneja/ Follow Jochem - https://www.linkedin.com/in/jochemvanderveer/ | |||
| Ep.14 - From Data to Action: CX at Uber - Daniela Carrillo | 26 Feb 2025 | 01:05:44 | |
In this episode, Daniela Carrillo, CX New Modalities Program Manager at Uber, shares insights into how Uber transforms customer experience (CX) through innovation and empathy-driven design. She discusses the importance of understanding diverse user needs across global markets and how balancing data with real-world insights leads to better customer solutions. Daniela highlights the power of cross-team collaboration, the challenges of quantifying CX pain points, and how to build trust with product teams to ensure customer feedback drives meaningful improvements. She also explores the role of AI in CX, the impact of socio-economic context on user behavior, and the importance of asking the right questions to uncover actionable insights. The conversation concludes with Daniela reflecting on her own best and worst customer journeys, reinforcing the value of simplicity, empathy, and trust in designing standout service experiences. Guest Bio Daniela Carrillo is a powerhouse in customer experience transformation and currently serves as the CX New Modalities Program Manager at Uber. Passionate about empathy-driven design, she specializes in uncovering the "why" behind decisions, bridging the gap between user needs and backend complexities to create seamless and impactful journeys. At Uber, Daniela plays a crucial role in developing innovative approaches that enhance customer experiences across diverse transportation modalities, ensuring the company's global services are tailored to local market needs. Chapters 00:01 Daniela Carrillo’s role at Uber 01:17 What are “New Modalities” in Uber’s CX strategy? 03:53 Adapting Uber’s services to different markets 07:42 How Uber collects and applies customer insights 12:29 Why companies should balance data with real-world experience 19:24 How product teams engage with CX feedback 27:42 The power of storytelling in product development 34:22 Reading between the lines in customer research 40:16 The pitfalls of having too much data 49:55 Keeping CX research simple and effective 55:48 The role of AI in Uber’s customer support 57:49 Lightning round: Daniela’s best and worst customer journeys Jochem’s Profile - https://www.linkedin.com/in/jochemvanderveer/ Daniela’s Profile - https://www.linkedin.com/in/carrillodaniela/ | |||
| Ep.15 - Optimizing CX with AI Routing - Ain Chishty | 05 Mar 2025 | 01:04:12 | |
Ain Chishty discusses the evolution of AI in customer experience, particularly in contact centers. He highlights the importance of optimizing business outcomes through AI, categorizing AI applications into automation, augmentation, and optimization. Ain emphasizes the significance of understanding customer journeys and personas in engineering design, advocating for a culture of customer centricity within engineering teams to ensure that products meet user needs effectively. Jochem and Ain In this conversation the importance of a user-centric engineering culture, the significance of understanding user pain points, and the methodologies used in journey mapping and defining user personas. He emphasizes the need for quantifying the impact of customer experience and the balance between revenue generation and cost optimization in contact centers. The discussion also touches on the evolving role of AI in customer interactions, generational preferences in communication, and best practices for optimizing customer experience in large organizations. Guest Bio Ain is the EVP of Engineering and Technology at Affinity. They have been pioneering AI and CX since 2006 - Ain’s journey into computer engineering started all the way back in eighth grade, driven by a passion for elegant object design and the magic of coding. With a laser focus on building scalable, resilient, and customer-centric software solutions, Ain has shaped products that solve complex challenges and transform user experiences—particularly in the contact center space. Chapters 00:00 The Evolution of AI in Customer Experience 13:07 Optimizing Business Outcomes with AI 20:04 Engineering Mindset: Customer-Centric Design 30:02 Building a Culture of Customer Centricity 36:32 Journey Mapping and Use Cases 42:59 Revenue vs. Cost Optimization in Contact Centers 52:00 Generational Preferences in Customer Interactions 01:01:00 Best Practices for Optimizing Customer Experience Jochem’s Profile - https://www.linkedin.com/in/jochemvanderveer/ Ain’s Profile - https://www.linkedin.com/in/ain-chishty/ | |||
| Ep.19 - Bringing Humanity Back to Leadership - Jen Burton | 02 Apr 2025 | 01:10:04 | |
From redefining “frontline” support to using AI for strategic insight—not replacement—Jen Burton brings a fresh, human-first perspective to CX leadership. As a CX Coach at Zendesk with nearly 20 years of experience, she shares how building a culture rooted in emotional intelligence and warmth drives both team performance and customer loyalty. In this episode, Jen dives into the operational power of AI, the untapped value of second response time, and the importance of aligning CX with business goals. She also opens up about her own journey through leadership challenges, hiring missteps, and the pursuit of becoming truly “unbothered.” Guest Bio Jen Burton is a CX Coach at Zendesk, where she leads the design and implementation of human-centric, data-driven performance systems that streamline operations and deliver outstanding results. With more than 15 years of experience in customer support and operations, Jen is widely recognized for her ability to build scalable, high-quality support systems across chat, SMS, and voice channels. Her approach combines the power of AI with the nuance of human insight, empowering teams to operate with autonomy while driving both customer satisfaction and business success. Passionate about elevating the human experience, Jen also brings a deep commitment to fostering personal growth and authentic connections within teams. Chapters 00:00 Introduction to Jen Burton and her leadership philosophy 03:42 Humanizing leadership: challenges and best practices 10:04 Reframing blame and building emotional resilience 13:42 Creating a warm and high-performing CS culture 20:21 Structuring support teams for scale and growth 24:07 Collaborating across teams: CX as a strategic partner 30:34 Making the business case for CX investments 33:59 Operational AI: from sentiment analysis to trend detection 42:54 Evolving CX metrics and performance management 51:37 Coaching and QA in modern CX environments 55:02 The future of CX: upskilling, AI, and journey thinking 59:16 Ownership and collaboration around customer journeys 01:01:50 Personal journey stories: growth through wins and losses 01:09:08 Where to find Jen and final reflections Jochem’s Profile - https://www.linkedin.com/in/jochemvanderveer/ Jen Burton - https://www.linkedin.com/in/jenburton/ | |||
| Ep.18 - Scaling CX: Lessons from Netflix & Crunchyroll - Luciane Carrillo | 26 Mar 2025 | 01:04:53 | |
Luciane Carrillo, Head of Customer Experience at Crunchyroll and former Netflix leader, joins the podcast to reflect on 13 years shaping CX at a global scale. She shares lessons from Netflix’s international expansion, how she's adapting them for Crunchyroll's anime-loving fanbase, and why cultural nuance, feedback, and empowerment are vital for modern CX leadership. From creating proactive CX teams to mentoring women through her Brava community, Luciane brings both strategic insight and heart to every touchpoint. Guest Bio Luciane is a trailblazer in customer experience, with over 15 years of expertise transforming how global brands connect with their audiences. At Netflix, she played a pivotal role in scaling customer experience strategies during the company’s groundbreaking global expansion, navigating cultural and operational challenges to deliver exceptional results. Now leading CX transformation at Crunchyroll, a Sony Pictures subsidiary, Luciane is setting new standards by blending data-driven insights with empathetic leadership. Beyond her corporate work, she is the founder of Brava, a foundation dedicated to empowering and celebrating women. Chapters 00:00 Introduction to Luciane Carrillo 01:37 What Crunchyroll is and how it differs from other streaming platforms 03:21 Comparing CX at Netflix vs. Crunchyroll 06:08 Reusing vs. reinventing the playbook in new orgs 09:44 Transferring soft skills and global mindset 10:37 Adapting Netflix’s culture of feedback at Crunchyroll 13:12 Navigating global teams and communication styles 16:43 How CX has evolved beyond support 19:27 Organizational structure to elevate CX impact 22:54 Building relationships with other teams 25:31 CX as a strategic foresight function 27:18 Designing for fans vs. users 30:59 Segmenting support based on culture and region 35:12 Balancing AI and human support in CX 37:18 Crunchyroll’s no-voice support strategy 38:50 Understanding AI chatbot effectiveness 40:00 Mentoring CX leaders and tackling systemic biases 45:49 Examples of bias in workplace systems 48:49 How Brava helps women navigate career challenges 51:42 How Luciane’s leadership style evolved 55:02 Recommended resources for CX and leadership 58:15 First, last, worst, best journey stories 01:02:42 Closing thoughts Jochem’s Profile - https://www.linkedin.com/in/jochemvanderveer/ Luciane Carrillo - https://www.linkedin.com/in/luciane-carrillo-4932137/ | |||
| Ep.17 - IKEA’s Secret to Global CX Success - Martin Villanueva | 19 Mar 2025 | 01:00:00 | |
Martin Villanueva, Global Customer Engagement Lead at IKEA, shares insights on the evolving landscape of customer loyalty, AI-driven personalization, and omnichannel experiences. He discusses how IKEA balances digital and physical retail, the challenges of managing customer engagement across global franchises, and the role of AI in shaping hyper-personalized yet privacy-conscious interactions. Martin also explores how AI is transforming customer data management and decision-making, offering a glimpse into the future of intelligent, human-centered customer experiences. Guest Bio Martin Villanueva is IKEA’s Global Customer Engagement Lead, with a track record of pushing boundaries at global brands like McDonald's, Nike, adidas, and now IKEA. Combining strategic thinking, creativity, and a data-driven mindset, he delivers impactful results in every project. He is also a sought-after keynote speaker on customer engagement and innovation. Beyond his professional achievements, Martin is an accomplished athlete and former captain of his university football team, where he honed his leadership and teamwork skills while competing in Australia’s Premier League. His career has spanned multiple continents—including Buenos Aires, the Netherlands, Panama, and Peru—and his studies have taken him to Hong Kong and New York, giving him a truly global perspective in his work. Chapters 00:00 Introduction and Guest Welcome 01:57 Martin’s Background: From Sports to Global Brands 02:46 How IKEA’s Customer Experience Differs from Nike & Adidas 05:02 Is Customer Loyalty Still Relevant? 07:28 The Evolution of Loyalty Programs with AI 10:19 Emotional Loyalty vs. Transactional Loyalty 13:02 AI’s Role in Customer Engagement at IKEA 15:38 AI-Powered Personalization and Its Impact on Retail 16:42 Will AI Reduce the Need for Physical Stores? 19:19 IKEA’s Franchise Model and Customer Experience Strategy 22:08 How Global Franchises Adopt Customer Engagement Strategies 25:42 Measuring Engagement and Customer Lifetime Value 28:20 Handling Franchise Resistance to Global Strategies 32:27 How AI is Changing Decision-Making in Global Brands 34:23 AI Adoption at IKEA and Its Impact 37:15 How to Ensure AI Provides the Right Answers 40:48 Has AI Changed How Teams Analyze Customer Data? 42:31 The Role of Remote Work in Global Teams 45:34 Managing a Distributed Global Customer Engagement Team 48:11 How to Stay Close to Customers in a Global Role 50:58 Bringing Physical Customer Experience Insights to Digital Teams 53:14 AI-Enabled Retail Design and Behavioral Insights 56:10 Ethics of Influencing Customer Behavior in Retail 58:52 Closing Thoughts and Where to Find Martin Jochem’s Profile - https://www.linkedin.com/in/jochemvanderveer/ Thomas’s Profile - https://www.linkedin.com/in/martinrvm/ | |||
| Ep.16 - Designing for Impact: From UX to CX - Thomas Caliman | 12 Mar 2025 | 01:06:16 | |
Thomas Caliman, Chief Experience Officer at ADEO, shares insights on the evolving role of design and customer experience in large organizations. He discusses how design and CX teams collaborate to drive business impact, the power of journey mapping for alignment, and the importance of connecting UX with business objectives. Thomas also explores the role of generative AI in customer research and experience design, offering a glimpse into the future of AI-powered personas and synthetic user testing. Guest Bio Thomas is the Chief Experience Officer at ADEO, the parent company of renowned brands like Leroy Merlin and Bricoman. With over 500 million customers, ADEO is committed to delivering exceptional customer experiences. With more than 15 years of experience, Thomas has led 350 projects for 230 clients, earning nine prestigious awards for his expertise in user-centered design, customer experience (CX), and design team management. His innovative approach blends creativity with data-driven insights to drive transformative solutions. Previously a trailblazer at Amazon and Microsoft, Thomas now serves on Adobe Think Tank’s Innovative Design Board, helping to shape the future of design thinking and customer-centric strategies. Chapters 00:00 Introduction to Thomas Calimaux and His Background 01:19 Shaping the Future of Design Thinking at Adobe’s Design Board 04:05 The Role of Design in Business Performance and Growth 06:39 Aligning UX and CX with Business Goals 10:18 A Practical Example of Design Driving Business Impact at ADEO 13:33 The Amazon PR FAQ Method for Customer-Centric Design 17:17 The Evolving Role of Generative AI in Design 21:51 AI-Powered Personas and the Future of User Research 26:32 From Design to Chief Experience Officer: Thomas’s Unique Career Path 30:07 Bridging UX, CX, and Business Strategy 34:20 Organizational Structure and the Role of Tech in UX/CX 37:56 Journey Mapping and Opportunity Prioritization 42:35 How ADEO Prioritizes Business and Customer Experience Initiatives 49:52 The Shift Towards a Customer-Centric Culture at ADEO 53:06 Making Customer Journeys Accessible to Business Leaders 58:21 The Power of Customer Journeys in Aligning Organizations 01:03:06 Thomas’s Best, Worst, First, and Last Customer Journeys Jochem’s Profile - https://www.linkedin.com/in/jochemvanderveer/ Thomas’s Profile - https://www.linkedin.com/in/thomas-caliman/ | |||
| Ep.22 - Miracles, Not Marketing Metrics - Richard Schwartz | 23 Apr 2025 | 01:07:26 | |
From challenging public perceptions of the pharmaceutical industry to redefining how patient trust is built and maintained, Richard Schwartz brings a bold, human-centered vision to healthcare experience design. As a CX leader in the life sciences, Richard unpacks why patient journeys are more than process maps—they are emotional and behavioral landscapes shaped by belief, compassion, and clarity. In this episode, Richard and Jochem explore how pharma brands can evolve beyond reactive care and build real relationships through trust-driven design. They challenge the myth that pharma companies are purely profit-driven and instead spotlight the untapped opportunity in patient-centered experiences that drive both adherence and outcomes. From the role of compassion in medicine to the impact of AI-driven agents on healthcare journeys, Richard offers a blueprint for how experience can become a true form of clinical intervention—with measurable, meaningful impact. Guest Bio Richard Schwartz is a customer experience leader in the life sciences sector, where he’s made a mark uncovering the hidden dynamics between pharmaceutical companies, healthcare providers, and patients. His work has focused on understanding why prescriptions often fail to reach patients and how trust becomes a critical, and often overlooked, factor in medication adherence. With a deep commitment to patient-centric innovation, Richard views experience design as a form of medicine—one that holds real clinical impact. His approach bridges operational complexity with human insight, helping pharma brands reimagine engagement strategies that build trust and improve outcomes. Passionate about shaping the future of healthcare, Richard brings both empathy and strategic rigor to his work in redefining how the industry serves its most important stakeholder: the patient. Chapters 00:00 Introduction to Richard Schwartz and his CX mission in pharma 03:42 Pharma’s Disney complex vs. the real miracle of medicine 08:24 The public trust gap and its root causes 13:39 Misunderstood journeys and the myth of segmentation 18:28 Experiences in medicine: Compassion as a clinical tool 21:25 The tangled economic ecosystem around patient care 25:29 Obesity treatment as a best-in-class CX example 28:03 Debunking common myths about the pharmaceutical industry 34:11 Pharma advertising and missed opportunities to connect 37:41 Breaking the cycle of preserving the status quo 42:08 Drawing patient-centricity: arrows in, not out 44:10 Metrics, measures, and why action matters 46:39 Designing predictive, invisible experiences 50:16 How CX drives prescribing behavior and brand adoption 54:18 AI and agentic systems: the future of healthcare journeys 59:40 Data sharing, privacy fears, and trust trade-offs 01:06:29 Richard’s advice for building your Experience Edge Jochem’s Profile - https://www.linkedin.com/in/jochemvanderveer/ Richard's Profile - https://www.linkedin.com/in/richardpschwartz/ | |||
| Ep.21 - Redefining CX in Finance: The Human Factor - Steven Smart | 16 Apr 2025 | 01:01:04 | |
From redefining empathy at scale to structuring strategy around shared goals, Steven Smart brings a pragmatic and people-first approach to digital transformation in financial services. As a Digital and CX Lead at DLL, Steven shares how streamlining customer journeys—down to a handful of critical interactions—creates clarity and consistency across complex, siloed organizations. In this episode, Steven unpacks the operational power of aligning internal priorities with customer goals, the evolving role of empathy in both design and leadership, and why frictionless experiences start with cross-functional collaboration. He also shares powerful lessons from personal journeys—both triumphant and trying—that shaped his view of what truly great customer experience looks like. Guest Bio Steven Smart is a digital and customer experience leader at DLL, where he has spent the past three years driving transformation through customer-centric innovation, organizational change, and strategic partnerships. With over eight years of experience reshaping customer journeys, Steven is known for aligning technology, business goals, and customer needs into cohesive, impactful solutions. His approach blends empathy with structured problem-solving, helping teams navigate complexity while keeping the customer at the centre. Passionate about creating lasting impressions, Steven is deeply committed to guiding organisations on the path to meaningful, experience-led growth. Chapters 00:00 Introduction to Steven Smart and his CX transformation work at DLL 03:42 Rethinking the customer journey in financial services 09:36 Balancing frictionless design with human connection 12:26 Breaking silos and aligning strategy across teams 20:34 Operationalizing empathy and embedding it into culture 28:57 One vision, one roadmap: Structuring for CX at scale 35:25 AI in CX: Augmenting, not replacing human insight 50:42 Clean data, APIs, and preparing for an AI-powered future 57:28 Personal journeys: First, worst, best, and last CX moments 01:03:01 Final reflections and Steven’s CX magic wand wish Jochem’s Profile - https://www.linkedin.com/in/jochemvanderveer/ Steven Smart - https://www.linkedin.com/in/steven-smart-b612b45a/ | |||
| Ep.20 - Why Companies Are Building VR Training Fleets - Shanta Bodhan | 09 Apr 2025 | 01:01:56 | |
In this episode of The Experience Edge, Jochem van der Veer speaks with Shanta Bodhan, Associate Director of Innovation Customer Experience at Cornerstone, about the evolving landscape of employee development through immersive technologies like virtual reality (VR), extended reality (XR), and generative AI. Drawing on her background in HR and sustainability, Shanta shares how her team is reimagining workforce learning at scale for global brands including Siemens, Nestlé, and UPS. The conversation explores the challenges and advantages of remote-first organizations, how immersive learning can drive measurable outcomes, and the balance between personalization and scalability in customer experience. Shanta also discusses the intersection of employee and customer journeys, the role of mentorship in combating imposter syndrome, and how innovation teams can align business and individual goals. With practical insights and a vision for the future of learning, this episode offers a compelling look at the power of human-centered technology in shaping tomorrow’s workforce. Guest Bio My guest today is Shanta Bodhan, Associate Director of Innovation Customer Experience at Cornerstone. A visionary in corporate learning, Shanta is leading transformative initiatives using extended reality (XR), virtual reality (VR), and generative AI to redefine how global organizations approach employee development and engagement. With a background spanning sustainability and human resources, she’s passionate about aligning innovation with purpose. Shanta is a dedicated advocate for mentorship, diversity, and inclusion, and is helping shape the future of work through equity-driven solutions and cutting-edge learning strategies. Chapters 01:17 Shanta's Background and Move to Remote Work 02:31 Defining Workforce Agility and Its Relevance 04:25 Remote vs. Return-to-Office: What's Working? 06:28 Scaling Remote Work at Cornerstone 08:19 The Value of In-Person Connection 09:26 Using XR and Generative AI for Learning 11:17 Overcoming Adoption Challenges in VR Training 13:18 Measurable Impact of Immersive Learning 14:51 Measuring Learning Retention with Hard and Soft Skills 17:21 Partnering with Companies on XR Implementation 19:08 Shanta’s Role in Innovation CX at Cornerstone 21:16 Customer Experience vs. Customer Success 23:48 Customer Feedback and Innovation Integration 24:53 All-Remote Deployment of VR Learning 28:28 The Future of Learning with XR and AI 30:08 Who Buys XR Learning: HR, Innovation, or Leadership? 32:35 Impact on Attrition and Personalization in Learning 35:54 Can VR Learning Be Mandatory? 38:56 Adoption Through Normalization of Immersive Tools 40:31 Employee Experience vs. Customer Experience 43:05 Mentorship vs. Management and the Rise of Imposter Syndrome 48:13 When and How to Introduce Mentoring 51:14 Aligning Employee and Business Goals 53:03 Customer Journey Goals and Measuring Success 54:45 Balancing Scalability and Personalization 56:44 Customer Journey as a Cross-Functional Tool 58:16 Fixing Friction Points in the Customer Journey 59:34 Personal Reflections on Journey Moments
Jochem’s Profile - https://www.linkedin.com/in/jochemvanderveer/ Shanta Bodhan - https://www.linkedin.com/in/shanta-bodhan/ | |||
| Why Your CX Feels Broken (and How Journey Orchestration Fixes It) - Reflections Ep. 1 | 01 Aug 2025 | 00:09:55 | |
Do you really need to “break the silos” to fix customer experience? In this video, Jochem Van Der Veer (TheyDo CEO) unpacks why that common advice is flawed - and shares Alison Landers’ (Chief Experience Officer at UBS) smarter approach: it’s not about breaking silos, it’s about orchestrating across them. Drawing on Alison’s experience leading CX at UBS, Wells Fargo, and Prudential, this episode reveals how journey orchestration helps organizations coordinate at scale and finally deliver seamless experiences customers actually feel. What You’ll Learn: • Why silos aren’t the enemy — and why orchestration is the smarter goal • How customer experience cuts across channels, products, and divisions by design • Why lack of coordination leads to disconnected journeys customers notice instantly • The three pillars of Journey Orchestration • How naming journey owners and building cross-functional alignment unlocks value • Lessons from UBS, Wells Fargo, and Prudential on scaling CX transformation Check out the full podcast episode with Alison Landers here. Join the conversation: What’s one experience in your company that’s broken because no one owns the “in between”? Follow Jochem on LinkedIn Explore Journey Management with TheyDo: #CustomerExperience #JourneyOrchestration #CXStrategy #BusinessSilos #TheyDo #CustomerJourney #CXLeadership #CrossFunctional #DigitalTransformation | |||
| Ep. 36 - Customer experience meets business strategy - Trish Wethman | 30 Jul 2025 | 00:56:01 | |
In this episode, Jochem van der Veer sits down with Trish Wethman, former Chief Customer Officer at Best Egg, to explore the evolution of the CX function and how to embed customer intelligence into business operations. Trish shares lessons from her tenure in creating impactful customer strategies and championing cultural transformation through CX. From navigating tough executive meetings to redesigning the CX function for action, Trish offers a candid look at what it takes to align organizations around a shared customer vision. The conversation covers everything from embedding insights partners into business teams, building a sticky CX vision, and redefining ROI in customer experience, to the future of AI in transforming journey mapping and decision-making. This episode is an essential listen for CX leaders looking to elevate their function from data collection to business impact. Guest Bio Trish Wethman is a seasoned customer experience executive and the former Chief Customer Officer at Best Egg. With a background in driving customer-centric transformation, Trish has built high-performing CX teams that align business objectives with customer needs. Known for pioneering insights-driven partnerships and shaping cohesive experience visions, her work has helped enterprises navigate complexity and deliver measurable outcomes. Trish also contributes to the Mid-Atlantic CX Forum, where she continues to champion the role of CX in modern business strategy. Takeaways
Chapters 00:00 Guest introduction and setting the stage 01:00 CX storytelling failure: translating insights to business value 05:00 Building integrated CX teams that understand business metrics 08:00 Creating the role of insights business partners 11:00 The role of a CX vision and stakeholder collaboration 15:00 Aligning CX to acquisition, conversion, and retention 19:00 Journey mapping beyond the surface level 22:00 Ownership of end-to-end vs. micro-journeys 24:00 Weekly business reviews and their impact 28:00 ROI examples from marketing and innovation support 31:00 CX as an alignment function across silos 33:00 CX principles: flexibility as a customer value driver 35:00 AI’s transformative role in CX workflows 40:00 AI-first CX operating model: what stays human? 44:00 Shifting skillsets: from analysts to consultative partners 47:00 Rethinking surveys and AI-enabled research 50:00 CX engineering: building intelligent customer systems 52:00 Quality control, trust, and hallucination risks in AI 53:00 Closing thoughts and where to find Trish online Follow Trish Wethman on LinkedIn Follow Jochem van der Veer on LinkedIn As Promised you can find Trish Wethman on The Mid-Atlantic CX Forum "Where CX and IT Meet" | |||
| Ep.28 - Inside UBS With Their CXO - Allison Paine Landers | 04 Jun 2025 | 01:06:21 | |
In this episode of The Experience Edge, Jochem van der Veer speaks with Allison Paine Landers, CXO for Banking and Lending at UBS and a recognized leader in the FinTech Top 100 Women list. With a deep foundation built across financial giants like Prudential and Wells Fargo, Allison brings a sophisticated perspective on customer and employee experience transformation. From her roots in marketing and operations to steering global CX initiatives, she illustrates how a nuanced, journey-centric approach can redefine service delivery at scale. Allison dives into the challenges and rewards of integrating customer experience within legacy financial institutions. She offers tactical insights into orchestrating cross-functional teams, aligning product and journey ownership, and building robust testing mechanisms to validate real improvements. Whether launching new banking capabilities or enhancing existing ones, her methodology revolves around deep listening, data-driven prioritization, and adaptive design - all anchored in a firm commitment to measurable business outcomes. Guest Bio Allison Paine Landers is the Chief Experience Officer for Banking and Lending at UBS. A seasoned leader in customer and employee experience, Allison has over two decades of expertise in financial services. Her past leadership roles include spearheading CX transformations at Prudential and Wells Fargo, where she architected journey-centric practices from the ground up. She has been named to the FinTech Top 100 Women for two consecutive years, reflecting her industry influence and innovation. Known for her strategic clarity and operational pragmatism, Allison is passionate about designing experiences that are not only user-centric but also commercially impactful. Chapters 00:00 Welcome and Guest Introduction 01:29 Evolution of CX in Financial Services 03:49 The Role of CX Teams: Ownership vs. Influence 06:10 Organizational Design for CX Impact 07:30 Standing Up Journey Practices at Prudential 10:31 Journey-Centric vs. Product-Centric Models 12:27 Structuring CX at UBS 15:19 Future-State Journey Mapping 17:30 Differentiating UBS Through High-Touch and Digital 20:26 Journey Ownership and Accountability 24:19 Redesigning Financial Services Organizations 27:38 Common Patterns in Journey Management 30:01 Delivering Tangible Business Value 34:55 Designing the Right Solution, Not Just Fixing Problems 37:31 Implementing UX Testing and Real-Time Panels 40:43 Balancing Pilots and Panels for Rollouts 43:44 Misunderstood Challenges in Journey Management 47:45 Proving ROI Beyond CX Scores 51:20 Amplifying Business Value Through Horizontal CX Views 55:38 Using AI to Accelerate Insight Generation 58:00 Blending Context with AI in Journey Analytics 01:00:17 Integrating Business Performance into Journeys 01:01:58 Translating Journeys for Enterprise-Wide Understanding 01:04:58 Final Thoughts and Where to Find Allison Follow us: Jochem’s Profile - https://www.linkedin.com/in/jochemvanderveer/ Allison's Profile - https://www.linkedin.com/in/allisonpainelanders/ | |||
| Ep.27 - From Insights to Action, Not Storage - Elizabeth Knox Oates | 28 May 2025 | 01:13:13 | |
Elizabeth Oates is on a mission to help insight professionals go from simply being “interesting” to delivering true business impact. As the author of More Than Just Interesting and a seasoned insights leader, she’s transforming how organizations approach decision-making, data collection, and the role of human understanding in customer experience. In this episode, Elizabeth introduces the concept of “collection debt,” explains why insights functions often fall short, and provides practical tools for tying every insight to a business decision. She dives into how AI is reshaping the role of analysts, why trust and timing matter more than ever, and how journey thinking can create an infinite loop of customer engagement. Whether you lead an insights team or work with one, this is essential listening. Guest Bio Elizabeth Oates is an insights strategist, thought leader, and the author of More Than Just Interesting: How to Build an Insights Function for Impact. With over two decades of experience, she has built, led, and transformed insight teams for major organizations, helping them move from data collection to decision enablement. Elizabeth developed a framework of nine core skills for impactful insight work, blending business strategy, storytelling, and stakeholder influence. Her work centers on elevating the role of human insights in an increasingly AI-driven world, ensuring organizations maintain customer relevance while building trust through strategic insight delivery. Chapters 00:00 Introduction to Elizabeth Oates and collection debt 03:26 What is collection debt and why it matters 07:36 Aligning insights with business actions 12:48 VOC: From reporting to relevance 14:48 Insight lifecycle: What’s still true and what’s now true 17:36 Where to start collecting insights 22:35 Anatomy of a perfect insight 28:02 Reframing insights language for impact 30:20 The role of AI in modern insights work 35:22 The underestimated power of influence 44:36 From interesting to impactful: The action connection 49:40 Case study: When not launching a product is the win 56:08 Measuring and celebrating insights impact 59:37 Using journey thinking to avoid customer exits 01:07:16 Why LEGO masters the customer journey Jochem’s Profile - https://www.linkedin.com/in/jochemvanderveer/ Elizabeth's Profile - https://www.linkedin.com/in/elizabethknoxoates/ | |||
| Ep.26 - Customer Pain Is Your Business Case - Carolyne Gathuru | 21 May 2025 | 00:58:57 | |
From grassroots insights in East Africa to global strategy, Carolyne Gathuru brings a powerful voice to what it truly means to be customer-centric. As a CX strategist, leadership coach, and member of the Women in CX Inner Circle, she weaves 25 years of field experience into practical, impactful guidance for organizations undergoing transformation. In this conversation, Carolyne dives into how to build genuine customer care into company culture, why training isn't always the answer, and how to simplify CX strategy without losing depth. She challenges assumptions about AI, voice of the customer programs, and what it takes to operationalize CX in both commercial and government settings. Guest Bio Carolyne Gathuru is a seasoned CX strategist and communication coach with over two decades of experience guiding public and private organizations toward customer-centric transformation. She is a core member of the Women in CX Inner Circle and the founder of Life Skills Consulting in Kenya. Her work spans leadership alignment, culture change, and voice of the customer (VOC) programs. Carolyne’s mission is to help organizations move from box-ticking initiatives to genuine impact by diagnosing systemic gaps, simplifying complex strategies, and advocating for the human side of customer experience. With her clear-eyed approach and relentless passion, she is changing how organizations view and implement CX from the inside out. Chapters 00:00 Introduction to Carolyne Gathuru and CX in Africa 01:47 Training for genuine care, not just scripts 06:05 Why training often isn’t the real problem 09:07 The power of stakeholder interviews and bottom-up insight 12:05 The leadership checklist to define CX initiatives 17:22 The tension between AI convenience and human connection 23:29 Rethinking Voice of the Customer programs 29:16 Why organizations must ask: What do customers really want? 32:49 The surprising evolution of CX in government 36:23 The hardest part: Tying CX to the bottom line 40:10 Journey mapping as a diagnostic tool 42:27 Tying CX to brand, ESG, and internal engagement 46:18 Using pain points to build CX business cases 47:50 Why simplicity drives action in culture change 50:15 Representation and relevance in global CX networks 52:30 Elevating CX as a real profession for women in Africa 55:22 Final thoughts: Start experience excellence at home Jochem’s Profile - https://www.linkedin.com/in/jochemvanderveer/ Carolyne's Profile - https://www.linkedin.com/in/carolyne-gathuru-266ab017/ | |||
| Ep.25 - Your Culture Starts Every Morning - Crystal D'Cunha | 14 May 2025 | 01:00:38 | |
Crystal D'Cunha is on a mission to ignite leaders, excite employees, and delight customers. As President and CEO of The Inside View Inc., she helps organizations hardwire customer experience into their culture. With award-winning programs and decades of leadership expertise, she equips teams to take CX from theory to action - starting with something as deceptively simple as the daily huddle. In this episode, Crystal unpacks the emotional and structural DNA of a customer-centric company. She explains the difference between customer service and customer experience, why CX is not a department, and how small moments of delight can drive major business impact. From the power of language to real-world organizational transformation, this is a masterclass in experiential leadership. Guest Bio Crystal D'Cunha is an award-winning customer experience consultant, keynote speaker, and the visionary CEO of The Inside View Inc. Known for her energetic and hands-on approach, she helps companies integrate CX deeply into their leadership development and employee culture. Her Leadership Experience Excellence program won a Stevie Award, beating global giants like IBM and Pepsi. Crystal is also the host of the Leaders Listen Up podcast and a seasoned advisor on embedding diversity, equity, and inclusion into customer and employee journeys. With a practical philosophy of “ignite, excite, and delight,” she transforms organizations by aligning their leaders and teams around consistent, emotionally resonant customer experiences. Chapters 00:00 Introduction to Crystal D'Cunha and her CX philosophy 01:22 Winning a Stevie Award for CX leadership training 06:52 Why CX is not a department 09:34 How eight-minute huddles shift culture 18:51 Customer service vs. customer experience 23:11 Coaching employees to drive better customer outcomes 29:12 A magical Hilton experience that cost almost nothing 38:14 The mindset shift leaders need for CX transformation 44:01 Who should own CX - and what to do when support is missing 52:29 Why many CX leaders are set up to fail 56:01 How to know your leadership team is truly ready Jochem’s Profile - https://www.linkedin.com/in/jochemvanderveer/ Crystal's Profile - https://www.linkedin.com/in/crystald1/overlay/about-this-profile/ | |||
| Ep.24 - Jobs to Be Done, Actually Done - Georgiana Laudi | 07 May 2025 | 01:02:38 | |
From rethinking growth strategy to redefining what it means to be truly customer-led, Gia Loudi brings a sharp lens to how tech companies build around customer experience. With deep roots in B2B SaaS and a track record that spans Bitly, Sprout Social, and her own advisory work, she champions a foundational approach to CX that starts with one powerful question: What does your best customer really need? In this episode, Gia unpacks the system behind customer-led growth, the overlooked power of jobs-to-be-done research, and why AI is no substitute for human insight. She shares how companies accumulate CX debt, why product marketing is often the unsung hero, and how mapping customer leaps of faith can unlock sustainable growth. Guest Bio Gia Laudi is a growth advisor, author, and speaker who helps high-growth B2B SaaS companies build sustainable, customer-led strategies. As co-author of Forget the Funnel and host of the podcast by the same name, she brings a grounded, systems-based approach to operationalising customer experience across marketing, product, and success teams. With over a decade of experience at companies like Bitly, Sprout Social, SparkToro, and more than 100 startups, Gia specializes in translating customer insights into repeatable growth systems. Her methodology, rooted in jobs-to-be-done research and customer experience mapping, empowers organizations to reduce guesswork and realign around the true value customers seek. Passionate about cutting through the noise, she’s reshaping how tech companies think about CX - from intuition to insight, and from chaos to clarity. Chapters 00:00 Introduction to Gia Laudi and her CX work in B2B SaaS 01:54 Rethinking CX mapping: Beyond transactional journey maps 07:50 Inside the customer-led growth system 11:59 Defining "leaps of faith" in the customer journey 18:36 CX debt: What it is and how to spot it 22:07 Who should own customer experience in SaaS? 25:56 Can AI replace human-led customer research? 43:13 Operationalizing the customer experience map 47:33 Why jobs-to-be-done must anchor your research 49:37 The opportunity of AI in organizing customer insights 55:10 Final thoughts: Re-centering strategy around real customer value Jochem’s Profile - https://www.linkedin.com/in/jochemvanderveer/ Georgiana's Profile - https://www.linkedin.com/in/georgianalaudi/ | |||
| Ep.23 - Why Kindness Should Be Standard Practice - Joan Cox | 30 Apr 2025 | 00:45:34 | |
From building trust with vulnerable communities to redefining the role of digital in healthcare, Joan Cox leads with a deeply human approach to patient experience at LifeBridge Health. Drawing on her work across diverse communities, she shares why true transformation starts with empathy, connection, and community-driven care. In this episode, Joan explores how digital tools must support - not replace - human interaction, the hidden toll of compassion fatigue, and why patient experience is essential to both clinical outcomes and lasting change. Guest Bio Joan Cox is the Chief Experience Officer at LifeBridge Health, where she leads initiatives that embed empathy, human connection, and holistic care into every aspect of the patient journey. With extensive experience collaborating with organizations like the Mayo Clinic Network, Joan brings a deep understanding of how mission-driven transformation can improve both patient outcomes and organizational health. Drawing from her work across diverse communities—from underserved desert populations to urban healthcare systems—she specializes in creating systems that support both clinical excellence and emotional connection. Passionate about empowering patients and healthcare teams alike, Joan is committed to reshaping healthcare delivery around compassion, community, and lasting impact. Chapters 00:00 Introduction to Joan Cox and her CX leadership at LifeBridge Health 02:47 Lessons from Arizona: Building trust with underserved communities 08:43 Redefining mission-driven healthcare in Baltimore 14:28 Digital engagement vs. human connection: Finding the balance 21:26 How patient experience drives financial outcomes in healthcare 30:37 Organizing CX teams to embed the patient voice at the executive level 39:18 Breaking silos: Collaborating across marketing, IT, and care teams 49:39 Leading through presence: The power of small moments 58:29 Joan’s vision: Equal access to care for all Jochem’s Profile - https://www.linkedin.com/in/jochemvanderveer/ Joan's Profile - https://www.linkedin.com/in/joan-pendergast-cox-cpxp-66b3287/ | |||
| The one thing killing your customer experience - Insights Ep. 1 | 25 Jul 2025 | 00:11:54 | |
Why do CX efforts fail - even when everyone’s working hard? You’ve got the tools, the talent, and the intent. But customer pain persists. In this video, Jochem Van Der Veer (TheyDo CEO) reveals the real reason most customer experience initiatives don’t deliver results. It’s not broken UX. It’s not bad support. It’s structural misalignment - and it’s costing you more than you realize. What You’ll Learn: • Why silos aren't the enemy - and why “breaking them” is the wrong goal • The 4 hidden costs of poor cross-functional coordination: • How journey-centric orchestration helps teams work smarter, not harder • Real-world lessons from companies like Lufthansa on aligning product, UX, and service • Why journey management beats cosmetic fixes like NPS and UI tweaks Join the conversation: Where are your teams misaligned - and what would it take to fix it? Follow Jochem on LinkedIn Explore Journey Management with TheyDo
#CustomerExperience #JourneyManagement #TheyDo #BusinessSilos #CXLeadership #DigitalStrategy #CrossFunctional #CustomerJourney #CXFailure #OrchestrationNotDestruction | |||
| Ep. 35 - Stop listening. Start acting on insight - Brooke Sellas | 23 Jul 2025 | 01:00:03 | |
In this episode of The Experience Edge, Jochem van der Veer welcomes Brooke Sellas, CEO of B Squared Media, to dissect how social media has evolved from a content distribution channel to a powerful platform for customer experience and intelligence. Brooke explains how forward-thinking brands are using social not just to post, but to converse, and how these conversations can reveal vital insights into customer behavior, brand sentiment, and even revenue potential. Brooke introduces her CARE framework (Conversation, Acquisition, Retention, Engagement) and explains how her agency uses this model to help enterprise brands mine social interactions for voice-of-customer data. With examples from clients like printer and appliance brands, she reveals how conversational data, social listening, and AI integration can drive measurable business outcomes, from reducing churn to increasing sales. This episode is a masterclass in turning social media into a revenue engine and customer intelligence hub. Guest Bio Brooke Sellas is shaping the future of digital marketing one conversation at a time. As an award-winning CEO, she leads B Squared Media, the premier agency redefining 'social care' for brands like Brother International, Miele, and BCU. You can dive into her insights through her book Conversations That Connect, her thought leadership on CMSWire, or her expert-led courses, among them, three digital marketing courses at the University of California, Irvine (one focused on AI & Marketing) and a LinkedIn Learning course on Social Care. Takeaways
Chapters 00:00 Introduction to Brooke Sellas 01:00 Why social media has shifted from content to conversation 03:00 Who should own social media in an enterprise? 04:30 Brands leading in conversational social media 07:00 The CARE framework explained 10:00 Using VOC to find acquisition and retention signals 14:00 Proving ROI and prioritizing efforts 18:30 Scaling with AI and human oversight 25:30 Best practices in social listening and VOC integration 30:00 Segmenting by channel and generation 34:00 Case study: Fixing a product sentiment issue 41:00 Identifying channel of choice for CX alignment 46:00 Attribution tension between marketing and social care 50:00 Events that trigger companies to invest in social care 55:00 Sprout Social stat: 76% switch brands after no reply Follow Brooke Sellas on LinkedInFollow Jochem van der Veer on LinkedIn Brooke's Web Links https://bsquared.media/ https://bsquared.media/conversations-that-connect-book/ | |||
| Ep. 34 - The future of journey management through a systems lens - Jennifer Jenkins | 16 Jul 2025 | 00:49:47 | |
In this episode of The Experience Edge, Jochem van der Veer speaks with Jennifer Jenkins, Head of CX Design at Scotiabank. Jennifer shares her deep expertise in service and systems thinking, offering a fresh lens on organizational silos, cross-functional collaboration, and the evolving practice of journey management. With roots in workplace design and a strong belief in in-situ research, she provides a unique perspective on how to elevate both customer and employee experiences. The conversation delves into topics such as rethinking silos as structures, aligning organizational design with customer experience, the necessity of qualitative research in a digital world, and designing with sustainability in mind. Jennifer advocates for systems that are not only more efficient but more human, urging companies to expand their awareness, reframe assumptions, and design responsibly for scale. Guest Bio Jennifer Jenkins is the Head of CX Design at Scotiabank, where she leads strategy and design across complex systems in a large, legacy financial organization. With a background spanning service design, workplace strategy, and systems thinking, Jennifer brings a multidisciplinary approach to shaping impactful customer experiences. She is particularly known for championing cross-functional pods, emphasizing qualitative research, and promoting sustainable design choices in digital contexts. Takeaways
Chapters 00:00 Introduction and welcome 01:12 Jennifer Jenkins’ background and role at Scotiabank 02:00 Rethinking organizational silos 04:00 Why silos persist in legacy organizations 09:00 Aligning org structure with service delivery 10:00 Designing effective journey pods 13:00 Balancing quant and qual in CX research 14:00 Making CX insights actionable 16:30 Nonlinear journey design and its challenges 21:00 Viability of journey-centric org design 23:00 The overlooked role of employee experience 27:00 Measuring intangible experiences 29:00 The value of in-situ research 32:00 AI's limitations in understanding human nuance 35:00 Real-world insights from observational research 38:00 Journey friction and user trust 39:00 Designing CX with sustainability in mind 44:00 Empowering teams with knowledge and skills 48:00 Closing thoughts and where to find Jennifer Follow Jennifer Jenkins on LinkedIn Follow Jochem van der Veer on LinkedIn | |||
| Ep. 33 - Great experiences aren’t accidents, they’re engineered - Jon Picoult | 09 Jul 2025 | 01:03:50 | |
In this episode of The Experience Edge, Jon Picoult, author of the bestselling book From Impressed to Obsessed, shares his insights on crafting unforgettable customer experiences. With over 16 years of consulting C-suite executives through his firm, Watermark Consulting, Jon emphasizes why mere customer satisfaction is a weak benchmark - and why companies must instead strive to create indelible impressions. He explains how impressing customers builds loyalty that drives referrals, repurchase behavior, and ultimately, business growth. Jon and host Jochem van der Veer dive into how businesses can use psychological principles like the peak-end rule and the perception of control to design memorable episodes across the customer journey. They explore how to evaluate when the basics are truly being met, how to socialize CX insights throughout the organization, and how to build a financial business case for customer experience investment. It’s a strategic conversation that blends theory with actionable advice for CX leaders and executives alike. Guest Bio Jon Picoult is the founder of Watermark Consulting and the author of the bestselling book From Impressed to Obsessed. A renowned thought leader in customer experience and leadership, Jon has been featured by outlets such as The Wall Street Journal, The New York Times, NBC News, Fortune, and Forbes. Over his 16-year consultancy career, he has advised some of the world’s foremost brands, helping them leverage customer and employee loyalty for marketplace advantage. Takeaways
Chapters 00:00 Satisfaction is mediocrity 01:42 Why satisfaction fails to ensure loyalty 03:22 Impressive CX doesn’t require high spend 05:36 Meeting baseline expectations can wow 07:08 Balancing fundamentals and delight 09:21 How to assess readiness for delight 11:59 Executives stepping into customer shoes 14:43 Case example of broken IVR experience 17:14 Socializing CX reality throughout the org 20:10 Defining “what right looks like” in CX 22:46 Journey mapping is a beginning, not the end 24:46 Making CX real with artifacts 28:41 Episodes and peak-end design 32:16 Ending on a high note in every episode 38:20 Perception of control as a CX principle 46:00 How to quantify CX ROI 52:00 Focus first on expense impact 58:00 Where to start building CX business cases 62:00 Choosing the right CX consultancy Follow Jon Picoult on LinkedIn Follow Jochem on LinkedIn Links to more Learn more about Jon and his company, Watermark Consulting. Read Watermark’s Customer Experience ROI Study. Learn more about Jon’s book, FROM IMPRESSED TO OBSESSED: 12 Principles For Turning Customers And Employees Into Lifelong Fans. | |||
| Ep 32. Leading change through CX at Elsevier - James Munoz | 02 Jul 2025 | 00:52:53 | |
In this compelling episode of The Experience Edge, Jochem van der Veer is joined by James Munoz, Director of Brand and Employee Experience at Elsevier, to discuss what it truly means to lead through chaos and complexity. Drawing from his unique background as a former U.S. Army reconnaissance officer turned CX transformation leader, James unpacks how his soldier-first mindset evolved into a human-first philosophy that fuels customer and employee experience today. James shares hard-earned lessons from the military, financial services, and enterprise transformation programs at Wells Fargo and Elsevier. He dives into what makes a strong Voice of the Customer (VOC) program, the need for real-time feedback loops, the value of having a shared CX vision, and how artificial intelligence can serve internal teams to elevate customer understanding. The episode ends on a high note: a call to reimagine CX not as a reactive discipline, but as an engine for innovation. Guest Bio James Munoz is the Director of Brand and Employee Experience at Elsevier, where he leads strategic alignment across brand, customer, and employee initiatives. A seasoned transformation leader, James brings over a decade of military leadership experience as a former U.S. Army reconnaissance officer, followed by CX and operational roles at Bank of America and Wells Fargo. His expertise spans journey measurement, VOC program design, and experience strategy. James is a champion for connecting brand promise to execution and is known for shaping cultural change through customer-centric thinking. Takeaways
Chapters 00:00 Guest Introduction and Setup 01:27 From Army Recon to CX Transformation 03:11 Translating Military Lessons to Customer Centricity 05:16 Entering CX Through Banking and Transformation 07:15 What Makes a Strong VOC Program 10:36 Regulated vs. Non-Regulated Industries 12:10 Quarterly Business Reviews and Culture Change 15:35 Real-Time Data and Agile Experience Management 19:38 Team Structures and Journey Alignment at Elsevier 22:04 Creating a Shared Vision Through a CX North Star 26:17 Getting Executive Buy-In 28:08 Misconceptions About CX Strategy 30:33 CX vs. Brand Perception 32:17 The Four Core Business Experiences 35:15 Connecting CX to Business KPIs 38:35 The Role of AI in Internal Collaboration 41:27 AI to Enhance Customer Understanding 43:45 The Magic Wand: Changing Mindsets 46:30 Should CX Be a Function? 47:46 From Fixing to Innovating in CX 50:07 CX's Language and Vision Problem 51:22 Wrap-Up and How to Connect with James Follow James Munoz on LinkedIn Follow Jochem on LinkedIn | |||
| Ep.31 - Prove it: Vanguard’s CX Alpha playbook - Nathan Zahm | 25 Jun 2025 | 01:02:05 | |
In this episode of The Experience Edge, host Jochem van der Veer speaks with Nathan Zahm, Head of CX Alpha at Vanguard’s Personal Investor division. Nathan shares how CX Alpha - a cross-disciplinary initiative - blends behavioral science, analytics, design, and financial planning to deliver measurable improvements to client investment outcomes. From redefining client experience as a value driver to integrating AI and robust experimentation frameworks, Nathan explains how Vanguard’s customer-centric legacy is being extended into the digital future. Listeners will gain a front-row view into the role of journey frameworks, personalization boundaries, and the ethical use of AI in highly regulated environments. Nathan also delves into the practical structure of CX Alpha, from agile product ownership to multi-decade financial journeys, revealing why trust, transparency, and teamwork are critical to creating meaningful experiences that drive financial success. Guest Bio Nathan Zahm leads CX Alpha at Vanguard, where he is responsible for enhancing digital client experiences across the personal investor business. A seasoned financial expert with a background in actuarial science and investment research, Nathan previously led Vanguard’s work on goal-based investing strategies, including target retirement funds and 529 plans. At CX Alpha, he brings together analytics, behavioral science, and user experience design to deliver tangible improvements in customer outcomes. His holistic and data-informed leadership approach reflects Vanguard's long-standing mission to align client experience with long-term financial success. Chapters 00:00 Introduction to Nathan Zahm and CX Alpha 02:15 Origin and mission of CX Alpha 04:00 Vanguard’s shift from investment-only to CX-enhanced value 06:08 Serving 9 million brokerage clients 07:09 Nathan’s journey from actuary to CX 10:58 Behavioral science and front-end experience 13:45 Team structure and disciplines in CX Alpha 16:07 Ethics in nudging vs. manipulation 19:41 Personalization vs. manipulation 21:52 Predictive modeling challenges 23:40 AI’s role in client service and infrastructure 29:15 Human vs. AI-led client conversations 32:02 Future of bot-to-bot financial interactions 34:49 Functional vs. emotional CX benefits 35:21 AI’s internal enablement of CX Alpha 40:27 Triangulating customer feedback for prioritization 43:26 Task, goal, and life-journey design 46:29 Defining moments that matter 49:11 Prioritization across CX layers 53:28 Vanguard’s client-first culture 55:48 Voice of customer in practice 58:10 The scalable future of CX Alpha 60:26 Where to connect with Nathan Zahm Follow Jochem’s on LinkedIn Follow Nathan Zahm on LinkedIn | |||
| Ep. 30 - Burnout-Free Growth at Accenture Song - Tyler Andre | 18 Jun 2025 | 00:55:58 | |
In this insightful episode of The Experience Edge, Jochem van der Veer is joined by Tyler Andre, a CX Strategy & Design leader at Accenture Song. Tyler unpacks the evolution of customer experience from a reactive support function to a proactive, operational discipline. He emphasizes the critical role of operational consistency and human-centered design in creating scalable CX foundations, while challenging outdated paradigms like NPS as the singular metric of success. Tyler introduces a practical trifecta - consistency, depth, and breadth - as the blueprint for maturing CX practices. With vivid examples and tactical advice, he illustrates how AI is enhancing real-time decision-making and self-service, but affirms the enduring value of human ethics in CX design. The episode is a masterclass in transforming CX from a marketing veneer to an engine for organizational coherence and business growth. Guest Bio Tyler Andre is a leader in Customer Experience Strategy and Design at Accenture Song. With a career spanning global engagements, Tyler specializes in helping enterprise organizations build strong CX foundations rooted in operational excellence. His expertise lies in scaling customer-centric practices using human-centered design, data-driven decision-making, and business design methodologies. Known for demystifying complexity, Tyler is a sought-after voice in advancing CX maturity across industries. CX is often confused with customer service—true CX is proactive, not reactive. Chapters 00:00 Intro and recording setup 01:14 Guest introduction and CX at Accenture Song 02:18 Why businesses overcomplicate CX 05:08 Shifts in CX maturity and hybrid models 08:27 The evolving role and limitations of NPS 12:42 Building foundational CX: Consistency, Depth, Breadth 17:08 The cultural resistance to internal reflection 20:32 Embedding human-centered language in strategy 23:08 Practical tools: Personas, Think-Feel-Do, Prototyping 28:28 Journey mapping vs. service blueprinting 31:57 Layering VOC and operational data into CX 36:05 Avoiding large-scale mapping pitfalls 37:20 Picking the right entry point: Sales-service handoff example 42:49 Business designers: the evolution of service design 45:13 AI’s impact on real-time decision-making in CX 50:42 Agentic workflows and their role in scaling CX 53:12 What AI can’t replace: empathy and ethical judgment 55:08 Choosing the right CX partner 56:26 Closing and contact info | |||
| Ep.29 - CX is a function, VML’s Global Chief Experience Strategy Officer on Strategy and AI - Ben Geheb | 11 Jun 2025 | 00:59:19 | |
In this episode of The Experience Edge, Jochem van der Veer sits down with Ben Geheb, Global Chief Experience Strategy Officer at VML, to unpack the challenges and misconceptions surrounding customer experience strategy today. From jargon pitfalls to the need for actionable journeys, Ben shares compelling insights on bridging the gap between customer-centric thinking and real-world business execution. The conversation includes strategic guidance on aligning CX with organizational goals, building rituals that sustain decision-making, and transforming CX from a reporting function into an accountable, outcome-driven practice. Whether discussing how to position CX teams within enterprise structures or the need to modernize tech stacks to support agile solutions, Ben brings a clear-eyed perspective on making CX impactful and resilient. Guest Bio My guest today is Ben Gehab, he is the Global Chief Experience Strategy Officer at VML, a leader in customer experience strategy, helping brands stay ahead in an era of shifting expectations. His insights have been featured in Harvard Business Review and VML’s Future Shopper 2024 report, shaping the conversation on digital transformation and consumer trends. With a passion for problem-solving, Ben specializes in aligning business goals with customer-centric innovation. Featured on podcasts like Human Centered, he explores the future of experience strategy - designing solutions that don’t just meet customer needs but anticipate them Chapters 00:00 Introduction and client names 01:47 Guest bio and professional intro 03:05 Overcoming jargon and redefining journeys 06:31 Good vs. bad CX initiatives 12:03 Moving from data to decision-making 15:49 Creating momentum and business buy-in 21:18 Building effective ceremonies and alignment 28:26 Infusing CX into agile and sprint cycles 31:04 Gaining influence through accountability 38:45 Ownership vs. influence in CX transformation 43:58 Misconceptions about customer-centricity 48:52 Quantifying CX value and measuring impact 56:24 Final thoughts on modernizing CX execution 59:27 Wrap-up and where to find Ben online Follow us: Jochem’s Profile - https://www.linkedin.com/in/jochemvanderveer/ Ben's Profile - https://www.linkedin.com/in/ben-geheb-5b747245/ | |||
| Ep. 37 - Stop selling. Start storytelling with video. - Samuel Beek | 06 Aug 2025 | 00:57:44 | |
In this episode of The Experience Edge, Jochem welcomes Sam Beek, Chief Product Officer at Veed, to explore the evolving landscape of video content creation in the age of AI. From humble beginnings hacking together apps at tech events to scaling a global video platform, Sam shares his journey and the pivotal role of customer feedback in building user-centric products. Sam and Jochem delve into how enterprises and solo creators can harness the power of video, why storytelling still reigns supreme, and how Veed's SEO-led growth strategy fuels innovation. They explore AI's role in making video creation more accessible and personalized, the shift from polished to authentic content, and how internal cultural change can help enterprises embrace the creator economy. Guest Bio Samuel Beek is the Chief Product Officer at Veed.io, a fast-growing video creation platform. With a background in engineering and product development, Sam has a track record of building tools that make storytelling simpler for creators and marketers alike. A Reforge alum with expertise in user research and growth, he’s passionate about solving real problems through intuitive design and continuous customer engagement. At Veed, he’s leading the charge in AI-driven video innovation, SEO-led growth, and accessible video tools for everyone - from solo creators to enterprise teams. Takeaways
Chapters 00:00 Intro to Sam Beek, CPO at Veed 01:55 Sam and Jochem’s early days building products 04:52 Why customer conversations shape product vision 07:12 Digital product research and building insight systems 10:13 Making customer feedback visible to teams 12:27 A UX failure story and what it taught Sam 14:48 Balancing AI innovation with UX basics 16:55 Revenue vs. engagement as product metrics 18:23 Veed's SEO strategy: 450k+ landing pages 21:45 LLMs and changing search behavior 23:37 Innovating for people, not just AI trends 25:55 From toys to scalable storytelling features 27:55 Why fun matters in product adoption 29:16 What enterprise teams need to learn from creators 32:10 Humanizing the enterprise through video 34:10 Brands nailing video content: Duolingo and OpenAI 36:29 Getting past corporate comms blockers 39:25 Where content creation is going 42:15 Helping people become better storytellers 47:58 The magic wand: removing the fear to create 50:37 Tactics for overcoming video creation anxiety 53:42 Final thoughts and where to follow Sam Follow Samuel Beek on LinkedIn Follow Jochem on LinkedIn Samuel on Twitter screen_name=SAMUELBEEK Samuel on his website | |||
| Best insights from top CX leaders | Highlights show | 05 Sep 2025 | 00:18:50 | |
In this special edition of The Experience Edge, we bring together six of our most impactful guests in one powerful narrative, tracing the journey of CX transformation from leadership mindset to system change—and ultimately to measurable business impact. What you’ll learn in this episode:
Featuring standout insights from top CX leaders who’ve led transformations inside complex enterprises, from healthcare to transportation, financial services to tech. Whether you're a CX strategist, product leader, or experience designer, this episode is your fast track to understanding what it really takes to evolve customer experience in 2025 and beyond. Follow Jochem van der Veer on LinkedIn: Explore Journey Management with TheyDo | |||
| Ep. 39 - Organizing CX around what matters. - Angelique Wyszynski | 27 Aug 2025 | 01:00:03 | |
In this episode, Jochem Van Der Veer is joined by Angelique Wyszynski, Global Head of Insurance Innovation and CX at HSB (Hartford Steam Boiler). With over two decades of customer experience leadership in risk-averse industries like insurance and finance, Angie shares how she’s transforming CX from the inside out, without creating new silos. They unpack how to embed CX into legacy systems, operationalize customer insights, build credibility with finance, and scale innovation in heavily regulated environments. Angie offers a playbook for CX leaders to drive value in complex organizations, showing how her centralized team delivers high-impact research, innovation strategy, and operational alignment, while fostering a culture that’s both customer and employee obsessed. Guest Bio Angelique Wyszynski is the Global Head of Insurance Innovation and Customer Experience at HSB (Hartford Steam Boiler). She has spent 20+ years leading CX strategy, innovation, and transformation in some of the most regulated industries, including insurance and finance. Angie previously held senior roles at Travelers and The Hartford, where she built one of the most comprehensive voice-of-customer programs in the industry. At HSB, she leads a multidisciplinary team focused on embedding customer insights, enabling innovation across product and service lines, and translating customer feedback into measurable business value. Known for her expertise in behavioral economics, strategic foresight, and cross-functional collaboration, Angie is redefining what it means to be customer-centric in complex B2B environments. Takeaways
Chapters 00:00 Introduction to Angelique Wyszynski 01:11 Why HSB Was Ready for CX Transformation 04:49 Avoiding the Trap of CX Silo Creation 06:28 Running a 45-Interview CX Diagnostic 09:06 The Universal Insight that Sparked Her Team 11:37 How to Get Early Traction 15:52 High-Quality Research Means Actionable Results 18:14 Partnering with Finance to Show CX ROI 23:17 Building a 20-Person CX & Innovation Team 25:41 How the Team Prioritizes Work Across HSB 27:43 The Innovation Funnel and Idea Scoring 30:59 Defining Innovation at HSB 33:54 Can Organizations Innovate Without CX? 34:55 Why Centralized CX Still Works 36:47 Managing Strategic Focus vs. Business Requests 38:14 Will AI Make CX Fully On-Demand? 41:22 Journey Mapping: Keeping It Tangible 46:36 Taxonomy Trouble: What’s a Journey, Really? 49:24 Why Journey Thinking Is Back 52:08 Can Insurance Organize Around Journeys? 53:23 Best, Worst & First Customer Journeys 58:21 Current Focus Areas at HSB 1:00:11 Connect with Angie on LinkedIn Follow Angelique Wyszynski on LinkedIn Follow Jochem van der Veer on LinkedIn | |||
| Why Talking to 10 Customers Beats 10,000 AI Insights - Reflections | 22 Aug 2025 | 00:10:50 | |
Why Talking to 10 Customers Beats 10,000 AI Insights Are your customer insights grounded in reality - or just AI-generated guesswork? Synthetic research is everywhere. It looks real, sounds strategic, and gives you confident answers. But according to Gia Laudi, it’s BS if it isn’t rooted in real conversations with actual customers. In this episode, Jochem Van Der Veer (TheyDo CEO) breaks down the false confidence synthetic insights create - and why teams relying on AI to define personas, journeys, and jobs to be done are building on sand. What You’ll Learn: • Why synthetic research is tempting - and dangerous • Six common traps hiding in plain sight • Why real conversations with 10-12 customers outperform 1,000 AI-generated “insights” • How to anchor your growth in reality using a hybrid model • What CX teams, marketers, and product leaders miss when nuance is stripped away • The risks of basing strategic decisions on data that “sounds right” but isn’t real • Why research is meant to reduce uncertainty, not fake clarity Join the conversation: When was the last time your team talked to 10 real customers before making a big decision? Follow Jochem on LinkedIn: Explore Journey Management with TheyDo: | |||
| Stop Saying You Are Customer Centric - Insights Ep. 3 | 20 Aug 2025 | 00:09:40 | |
Stop Saying You Are Customer Centric Is your company actually customer centric - or just saying it is? 75% of companies claim to be customer-first. But only 30% of customers agree. In some surveys, the gap is even worse: 81% of leaders say they’re customer-centric... and only 3% of customers believe them. In this episode, Jochem Van Der Veer (TheyDo CEO) exposes the disconnect between intent and execution - and how journey coordination bridges the gap between brand promises and customer reality. What You’ll Learn: • Why most customer-centricity efforts fail - despite good intentions • How internal misalignment shows up as friction in the customer journey • The hidden cost of symbolic gestures: workshops, research, and surveys that don’t lead to action • Real examples from telco and transportation sectors - where clarity around where to act changed outcomes • The dangers of insight without ownership: when knowing the problem still doesn’t lead to change • How journey coordination becomes the operational structure for proving customer focus • What high-performing organizations do differently • Why customer centricity isn’t a campaign - it’s a structure Join the conversation: Where is your company performing customer centricity… without practicing it? Follow Jochem on LinkedIn: Explore Journey Management with TheyDo: | |||
| The Three Levels of Journey Thinking Every CX Team Needs - Reflections Ep. 2 | 15 Aug 2025 | 00:12:01 | |
“Nobody’s just trying to withdraw money.” That line from the podcast episode with Nathan Zahm (Vanguard) sparked this episode - and it reveals a blind spot in how most teams approach customer experience. In this video, Jochem Van Der Veer (TheyDo CEO) unpacks the three-level journey model used at Vanguard and why so many teams miss the middle: the moments that matter. If your team is optimizing for task completion or designing abstract lifecycle stages, but struggling to create real impact - this model is what you're missing. What You’ll Learn:
The three types of value this model unlocks
Join the conversation: What are the moments that matter that your company needs to get right - and do you? See the podcast episode with Nathan Zahm here. Follow Jochem on LinkedIn: Explore Journey Management with TheyDo: #CustomerExperience #JourneyManagement #CXStrategy #TheyDo #Vanguard #MomentsThatMatter #CustomerJourney #OperationalExcellence #EmotionalDesign #LifeJourneys #CXLeadership | |||
| Ep. 38 - Journey work isn’t a side hustle. - Dan Gingiss | 13 Aug 2025 | 00:59:00 | |
In this energizing episode of The Experience Edge, Jochem van der Veer is joined by customer experience visionary Dan Gingiss. With leadership roles at Discover, McDonald's, and Humana, and as author of Becoming the Experience Maker, Dan shares how companies can transform everyday interactions into powerful brand moments. The conversation dives into Dan’s WISER framework - a tactical approach to designing experiences that customers can’t help but talk about. Together, they explore how CX isn't just a department but a company-wide mindset, and Dan offers real-world examples of how tiny improvements can drive major business outcomes. From eliminating website friction to activating back-office teams as CX advocates, this episode is packed with practical wisdom on making customer experience a core business driver. A must-listen for CX leaders looking to move from theory to tangible impact. Guest Bio Dan Gingiss is an international keynote speaker, author, and former Fortune 200 executive with over two decades of experience in customer experience and marketing. His career spans leadership roles at Discover, McDonald’s, and Humana, and he is the author of two influential books: Becoming the Experience Maker and Winning at Social Customer Care. Dan is also the co-host of the award-winning podcast Experience This! and a respected voice in CX thought leadership, known for his actionable WISER framework that helps brands become truly memorable. Takeaways
Chapters 00:00 Introduction to Dan Gingiss 01:20 The mindset shift: CX is everyone’s job 04:36 The cashless restaurant case study 08:22 Executives must become their own customers 10:13 Removing friction in digital onboarding 14:18 How to scale CX beyond the low-hanging fruit 16:30 Daily CX improvements over giant transformations 20:23 Linking CX to financial ROI 25:04 Why CX teams struggle to speak business language 29:53 The WISER framework unpacked 42:41 When not to apply the WISER framework 46:19 Leadership buy-in and prioritization 47:08 Navigating pricing and tariffs in CX 51:19 Brands that have your back build loyalty 53:17 Chewy: A masterclass in emotional CX 55:34 Where to find Dan Gingiss Follow Dan Gingiss Follow Jochem van der Veer | |||
| Beyond Journey Maps: Turning Insights into Action with Journey Management - Insights Ep. 2 | 08 Aug 2025 | 00:13:46 | |
Journey Mapping is Dead. What comes next? Journey maps are like blueprints without builders. Beautiful and insightful - but ultimately useless unless someone owns the outcome. In this video, Jochem Van Der Veer (TheyDo CEO) breaks down why most customer journey maps fail to drive measurable impact - and introduces the shift from static maps to living systems of journey management. If you’ve ever spent months building journeys that never get used, this one’s for you. What You’ll Learn: • Why over 80% of journey maps fail - and what to do about it • Why beautiful maps on walls don’t drive change without ownership and accountability • The life cycle of a journey map - and why it usually ends in failure • What journey management really means • Three steps to move from mapping to managing • Why insight > alignment > action is the real path to customer-centric outcomes • How leading companies use journey governance to increase CX and operational efficiency Join the conversation: What’s one journey in your business that gets mapped - but never acted on? Follow Jochem on LinkedIn: Explore Journey Management with TheyDo#JourneyMapping #CustomerExperience #JourneyManagement #TheyDo #CXLeadership #DigitalTransformation #CustomerJourney #MappingToManaging #Silos #DecisionSupport | |||
| Ep. 40 - Experience starts with the CFO - Bill Staikos | 10 Sep 2025 | 00:54:29 | |
In this episode of The Experience Edge, Jochem van der Veer sits down with Bill Staikos, a globally recognized CX leader with more than two decades of experience driving customer and employee experience transformation in financial services, consulting, and tech. Bill shares his candid perspective on the state of CX today, including why the function has struggled to mature, what it takes for leaders to earn a true seat at the executive table, and why journeys remain critical to connecting silos. Together, Jochem and Bill dive into the challenges of aligning CX to business strategy, the role of AI in enabling both orchestration and context, and why defining value is the non-negotiable first step for any experience program. Bill also gives a preview of his upcoming podcast The Multimodal Experience, where he explores how emerging technologies will reshape how we interact with brands and organizations. This episode is a masterclass in cutting through jargon and redefining what it means to create business impact through customer experience. Guest Bio Bill Staikos is a senior customer experience executive with over 20 years of leadership across financial services, consulting, and technology. He has held senior roles at American Express, Freddie Mac, JP Morgan, and BNY Mellon, where he led global initiatives to transform client and employee experiences. A former SVP at Medallia, Bill helped organizations turn insights into measurable outcomes. Recognized as a LinkedIn Top Voice and one of the Top 50 Global CX Influencers, Bill is also the founder of the Be Customer-Led podcast and is now preparing to launch The Multimodal Experience. Known for his pragmatic, impact-driven approach, Bill advises leading brands—including Apple, Bank of America, Marriott, and T-Mobile—on connecting customer experience to business growth. Takeaways
Chapters 00:00 Introduction to Bill Staikos 02:34 What hasn’t changed in CX over two decades 05:24 CX’s survey problem and its consequences 08:13 Should CX be its own department? 10:59 Defining value in customer experience 13:47 Skill, will, and talent gaps in CX teams 19:23 Examples of CX creating business impact 25:21 Why journeys are vital for connecting silos 36:25 The role of AI in context and orchestration 43:57 Where organizations should start with AI and CX 46:11 Should CX leaders engage in the CIO’s AI agenda? 49:59 Launching The Multimodal Experience podcast 52:31 Closing reflections and future directions Bill Staikos: LinkedIn Profile Jochem van der Veer: LinkedIn Profile | |||
| Ep. 42 - Customer experience is everyone’s job - Blake Morgan | 24 Sep 2025 | 00:44:58 | |
In this episode of The Experience Edge, Jochem van der Veer sits down with Blake Morgan, customer experience (CX) futurist and author, to explore what’s stayed true in CX over the past decade, where business leaders often fall short, and how to build a customer-centric culture in a modern, AI-driven world. Blake highlights that while tools and channels have evolved (especially AI), fundamental human needs, being seen, heard, and having problems solved, remain the same. She emphasizes the importance of trust, long-term thinking, and tying CX efforts directly to business outcomes like revenue and customer retention. Throughout, she offers practical guidance on how organizations, especially in the “messy middle” of their structure, can embed CX mindsets, empower frontline and middle managers, link performance metrics to customer value, and begin with low-friction, high-impact actions. Guest Bio Blake Morgan is a leading voice in customer experience, known for her role as a CX futurist, author, and speaker. She is the author of The 8 Laws of Customer‑Focused Leadership: New Rules for Building a Business Around Today’s Customer, a framework rooted in research and interviews with top business leaders for making CX central to strategy. Blake is also the founder of the Modern Customer Podcast, an instructor on LinkedIn Learning, and frequently contributes to outlets like Forbes and Harvard Business Review. She helps organizations build trust, elevate customer‑centric culture, and align CX practices with revenue growth. Takeaways
Chapters 00:00 Introduction & What’s Still True in CX 02:30 Underestimated Shifts & Trust in CX 07:40 Boardroom Perspective & Balancing Short‑ vs Long‑Term 11:50 Culture, Performance Metrics & CX Mindset 17:20 Employee Experience & Manager Role 37:40 AI’s Role: Enhancing or Undermining Emotional Intelligence 41:12 Starting Small & Building Momentum 44:16 The “Law” to Focus on Now & Closing Thoughts Follow Blake Morgan on LinkedIn Follow Jochem van der Veer on LinkedIn | |||
| Ep.41 - Retail AI with a human heart - Santos Subramanyam | 17 Sep 2025 | 01:00:16 | |
In this episode of The Experience Edge, Jochem Van Der Veer sits down with Santos Subramanyam, Director of Enterprise Products, CX & UX at Macy’s, to explore how customer experience has evolved over time, and what timeless truths still matter. Drawing from Santos’s extensive background in retail, hospitality, automotive, SaaS, and more, they dig into the role of measurement beyond NPS/MPS, the importance of aligning teams around customer journeys, and how AI and data are enabling more real‐time, human‐centred decisions. The conversation is rich with examples, from redesigning checkout flows in store, to localized customer experience, to prototyping with empathy, that illustrate how to build experiences that scale and deliver business outcomes. They also examine what it takes to shift organization culture: elevating customer journey thinking from execution teams all the way up to the C‑suite; storytelling and alignment; and the real work of bringing teams, data, and leadership together. Santos shares both his successes and the friction points, especially around aligning priorities, defining what metrics truly matter, and using small wins and service design to drive momentum. Guest Bio Santos Subramanyam is Director of Enterprise Products, CX & UX at Macy’s. He leads large, cross‑functional teams to build scalable design systems, align business and customer outcomes, and use data and AI to optimize customer and colleague experiences. Santos has a diverse industry background, including retail, SaaS, hospitality (notably Marriott), and automotive, and has driven major transformations: boosting metrics like MPS/MPS across tens of thousands of associates, cutting transaction times in stores, modernizing legacy systems with holistic designs, and partnering with business, product, engineering, and data teams for measurable impact. He’s also an advocate for culture, localization, and embedding journey thinking across organizations. Takeaways
Chapters 00:00 Intro & Name Pronunciation 03:11 Santos’s Background & What Still Holds True in CX 06:30 The 80‑20 Rule & Localisation in Global CX 12:30 Moving Beyond NPS/MPS: Business Metrics & Speed of Transaction 18:30 Journey Mapping, Service Blueprints & Physical + Digital Integration 23:00 Prioritization, Autonomy & Small Wins 27:40 Organizing Teams Around Outcomes vs Functions 30:50 Storytelling Up the Org & C‑Suite Engagement 38:20 AI Use Cases: Call Center, Conversational Agents, Merchant Tools 50:30 Using Reports, Data, Feedback Loops to Drive Action 57:00 Magic Wand Question: What Would You Change Most? 59:00 What’s Next for Journey Alignment & Final Thoughts LinkedIn Profiles Guest: Santos Subramanyam Host: Jochem van der Veer | |||
| Ep. 46 - How to align sales and CX in high-touch Enterprise environments - Eric Roux | 08 Oct 2025 | 00:54:13 | |
In this episode of The Experience Edge, Jochem Van Der Veer speaks with Eric Roux, Customer Experience Director at Cisco and co‑founder of the Boston Blockchain Association, about a compelling but underexplored idea: embedding customer experience (CX) into the go‑to‑market engine by forging a tight partnership with sales. They dive into how this alignment enables brands to deliver on promises, orchestrate outcomes, and avoid the “tossing over the fence” trap that many CX organizations fall into. They also cover how CX leaders should build teams that are empowered and adaptive (not just follow the textbook), the nuanced role of metrics and trust, and how AI is starting to play a supporting, but not dominant, role in high‑touch enterprise relationships. Eric shares practical examples of how he’s applied these ideas in enterprise contexts and offers advice for scaling intimacy in consumer or low‑touch environments. Guest Bio Eric Roux is Customer Experience Director at Cisco, where he leads efforts to tightly integrate CX with sales, ensuring that customer promises made in the pursuit phase are honored through delivery and ongoing value creation. He is also a co‑founder of the Boston Blockchain Association, supporting innovation and connecting emerging tech leaders with funding and mentorship. With a background in consulting and professional services at top firms, Eric brings both strategic depth and hands‑on discipline to the CX space. What you will learn
Chapters 00:00 Intro & framing: CX + Sales partnership 02:19 Why speak with one voice 04:19 Why many organizations struggle 06:04 Building the partnership: who initiates 08:00 What we lose in formalizing CX 09:17 Team composition & hiring 10:36 Orchestration across CX & Sales 13:13 Example: bringing people into the room 15:19 CX as the central orchestrator 17:42 Low‑touch / high-volume CX challenges 20:19 Distinctions between high-touch & transactional 22:31 Should CX be a department? 24:26 Role of AI in high-touch CX 27:55 Scaling productivity & journey to value 30:30 The expectation shift in delivery 32:16 Trust, consultant role & relationships 33:10 Obsession with metrics 35:20 Working backward from outcomes 36:46 Accountability and cross-domain problems 38:16 Incentivizing CX roles 40:43 Close to the customer in startups 42:59 How to keep intimacy while scaling 45:18 Traits of CX “rock stars” 47:13 Entry-level roles, AI & the future 50:00 Analytics vs. human insight 52:07 Incentives, role design & alignment 52:35 Closing / how to reach Eric LinkedIn & Other Links Follow Jochem Van Der Veer (TheyDo) Follow Eric Roux Eric's Website Boston Blockchain Association | |||