Northwestern Mutual
Northwestern Mutual in is a financial planning company that sells life insurance and investment products.
During the pandemic in 2020, Financial Advisors shifted their primary touchpoint with clients and their staff from face-to-face conversation into digital experiences, this propelled the digital transformation efforts to deliver an end-to-end financial planning platform.
In the past 2 years, we have undergone a digital transformation into a sophisticated financial planning tool shared by both Financial Advisors and consumers.
My role focus on transforming Financial Advisor digital planning experience
