How Wells Fargo is Approaching Estate Settlement with Empathy & Efficiency - Six Five On the Road

The Six Five with Patrick Moorhead and Daniel Newman

On this episode of the Six Five On the Road, host Keith Kirkpatrick is at PegaWorld 2024, joined by Wells Fargo's Sangeeta Doss, Operations Executive - Estate Care Center at Wells Fargo, for a conversation on how Wells Fargo is transforming the approach to estate settlement through the integration of empathy and efficiency.

Their discussion covers:

• The challenges faced by individuals and families during the estate settlement process

• How Wells Fargo's Estate Care Center is leveraging technology to improve the overall experience

• The role of empathy in financial services and its impact on customer satisfaction

• Strategies for balancing technological efficiency with personal touch in sensitive situations

• Future directions for Wells Fargo in enhancing customer care in estate settlements