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Judy Bloch

Judy serves as the Vice President and Executive Advisor for Financial Services at Medallia, where she consults with global brands to deepen and grow their CX programs by sharing best practices and thought leadership.

April 30, 2025

Customer Experience

How CX Can Help Financial Institutions Retain Business During the Great Wealth Transfer

Here’s why financial services providers should build relationships with beneficiaries before they churn in significant…