Nathan Zahm

Nathan Zahm, Head of CX Alpha at Vanguard's Personal Investor division, shares insights on transforming client experiences through a blend of behavioral science, analytics, and financial planning. He discusses the pivotal role of trust and transparency in enhancing client engagement and the integration of AI to meet diverse customer needs. Zahm also highlights the importance of personalized interactions during life milestones and the necessity of collaborative approaches for improving investment outcomes. His journey from actuarial science to revolutionizing financial services is both fascinating and insightful.