The Power of Visualizations in Financial Planning

Today’s guest is Christian Mitchell, Executive Vice President and Chief Customer Officer at Northwestern Mutual. Christian joins us on the program to talk about the impact that large language models and generative AI tools will have on creating more enhanced customer experiences in financial planning and life insurance funnels by finding more ways to connect customers emotionally to their financial goals. If you’ve enjoyed or benefited from some of the insights of this episode, consider leaving us a five-star review on Apple Podcasts, and let us know what you learned, found helpful, or liked most about this show!