Reimagining Communications with Matt Swain

Get your party hat on! Joseph Lo, Head of Enterprise Platforms at Broadridge, and Matt Swain, Head of Communications Insights and Experience at Broadridge, celebrate ChatGPT turning 1. Tune in as Joseph and Matt reflect on the explosive growth of ChatGPT – reaching 100 million users within 2 months of its launch – and how it brought a significant amount of attention to generative AI and its natural language capabilities. Learn how companies are leveraging generative AI and discover best practices for this game-changing technology.

Lisa Kottler, Chief Growth Officer at Sallus Retirement, is on a mission: Make sure all Americans have access to a retirement plan at work. From leveraging blockchain, AI, and humor, Lisa shares her aspirations for the future of the retirement industry. “The bottom line is, we just can't continue to do things in the traditional way and expect to have different results.” Tune in to find out how Lisa is challenging the status quo and how her approach applies to all industries in the latest Reimagining Communications podcast with host Matt Swain.

CJ Warriner, Senior Marketing Director at Broadridge, and Matt Swain, Head of Communications Insights and Experience at Broadridge, share a behind-the-scenes look and key insights from the fifth annual CX and Communications Consumer Insights report, including what customers want from their communications experiences; how the economy is impacting expectations; emerging technologies, like ChatGPT; and more.

Naadia Burrows, Chief Diversity Officer at Broadridge, shares what it takes to affect corporate change, including how to build transparency and accountability into processes for measurable impact and the importance of communicating with intention. Over her 20-plus-year career at Broadridge – from a temporary associate to Vice President and General Manager of Broadridge’s mutual fund regulatory communications business to her current role as Chief Diversity Officer – Naadia embraces change: “Change is inevitable, and we really have to continue to keep individuals engaged. And the most impactful way to do that is through effective communications.”

With a consulting career that spans various countries, including Europe, Asia, Africa, North America and beyond, Pierre Beaufils explains what it takes to successfully execute large-scale transformation initiatives – from challenging biases and questioning intent to engaging diverse teams and invoking inspiration.

Drawing upon his experience working with clients in the wealth management industry, Mike Tropeano, Senior Director of Wealth Consulting at Broadridge, explores three crucial themes in the delivery of a hyper-personalized experience: 1) shifting to a client focus, 2) creating timely and relevant content, and 3) leveraging data to provide better outcomes.

Having recently hosted Broadridge’s 2022 CX and Communications Trends webinar, Debbie Miglaw, Head of Digital Solutioning and Business Development for Broadridge Customer Communications, and host Matt Swain explore generational insights from Broadridge’s fourth annual CX and Communications survey, including the key to getting consumers to go paperless, the ways to improve print and digital communications, and the willingness of consumers to pay more for a better experience… tune in to find out!

A self-described “serial entrepreneur”, Steve Taylor, BlueRush CEO, joins Matt Swain along with Kevin Darlington, General Manager of Broadridge Advisor Solutions, to discuss how video personalization tools help businesses attract, convert and nurture more relationships across industries, such as wealth, finance and insurance.

Recently celebrating her 20-year anniversary with Broadridge, Misty Eales, Head of Digital Client Relations, Project Management Office and Onboarding, shares her unique, client-focused lens around how the prioritization of customer experiences drives modernization and digital communications transformation.

Drawing upon her consulting experience in assessing communications environments and digital transformation, Lisa Pignataro-Meath, Head of Strategy for Broadridge Customer Communications, sits down with Matt to discuss “the power of components working together” and how a big-picture approach to technology, people and process can maximize communication strategies and drive next-gen digital experiences.

With extensive experience in technology and a consultancy background, Jim Surless draws upon his nearly 21 years with Broadridge to share how the integration of information management, delivery management and preference management is key to creating seamless and meaningful omni-channel experiences across the customer lifecycle while adhering to regulations and business objectives.

Matt Swain is joined by Joe Lalli, Head of Solutions Analysis and Support within Broadridge Customer Communications, to discuss common themes behind the trajectory toward digital-first communications across the customer lifecycle and the resulting benefits: increased customer engagement with omni-channel touchpoints, enriched content through frictionless processes and improved control with enhanced business tools and self-service capabilities.

In this first episode of our multi-part Solution Spotlight Series, Matt Swain is joined by Debbie Miglaw, Head of Digital Solutioning and Business Development for Broadridge Customer Communications, to discuss how organizations can digitally transform their communications to create seamless, omni-channel experiences, and how Broadridge is creating a way for clients to communicate with their customers on the multitude of digital channels they use daily.

Reflecting on a transformative history rooted with ADP and looking ahead to an exciting digital-first future through innovative solutions like the Broadridge Communications Cloud℠, Rich Daly, Executive Chairman of Broadridge, shares his experiences in navigating change, managing crisis and embracing digital disruption with a forward-thinking mindset. To our loyal listeners, cheers to 50 episodes! We look forward to continuing to provide relevant industry insights that will help guide you in your communications transformation. If you’re new here, welcome! We encourage you to check out our full library of episodes here and subscribe!

With a sharp focus on both community and customer engagement, Eric Hawkinson, Senior Vice President of Client Management at Innovatis Group, discusses how the pandemic has resulted in increased engagement with associations and challenged event organizers to make virtual events more personal.

Drawing upon her career advising Fortune 500 financial services companies on business strategy, transformation and customer experience optimization, Katie Liebel, Founder and Managing Principal of CustomStrat Advisory, discusses how anchoring strategy and transformation with the customer perspective can accelerate growth, foster adaptability and differentiate firms from the competition.

Martha Moen, General Manager for Investor Communication Solutions in Canada at Broadridge and Matt Swain explore the current challenges and opportunities facing financial services firms and other industries in the Canadian market, and discuss how these compare to trends observed in the U.S.

In this episode, Matt Swain recaps highlights of a recent healthcare webinar. Panelists included Kim Lauersdorf, Vice President of Marketing for EmblemHealth; Bob Gold, Founder and Chief Behavioral Technologist at GoMo Health; Dr. Nelson Le, Associate VP of Product Strategy, Digital Health, and Analytics at Humana; and Phil Micali, Vice President of Innovation at Medical Mutual.

Drawing upon his career at Nordstrom, Bloomberg, Dun Bradstreet, and now Broadridge, Aviad Stein shares how innovation labs enable companies to elevate their client-centric, data-driven solutions faster and at scale in this Reimagining Communications episode, “Innovation Labs: Unknowns to Opportunities.”

David Jay, founder of Warm Welcome, and Matt Swain discuss the power of video in this Reimagining Communications episode. “When we hear or see somebody, the slant of the conversation goes much differently,” explains David. “We recognize them as a person, as a human, as somebody who's just trying to do the best that they can. And all those little nuances are what make video so powerful.”