NovusNorth Expert Series podcast cover art: Design, Product, AI — a conversation with experts in financial services

The Expert Series Podcast

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NovusNorth’s Expert Series is an ongoing conversation on digital product, design, and AI strategy in financial services. Each episode pairs a NovusNorth leader with a guest expert, including product officers, CMOs, founders, and researchers from companies like Brown Brothers Harriman, AdvisorEngine, Hanover Research, and AuxoAI, for a candid, practical discussion of a single challenge such as replatforming a client portal, building an AI copilot, rebranding a financial services firm, rolling out voice or conversational AI, or rethinking product management for an AI-powered world.

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Latest episode

Replatforming for Growth: How Hanover Research Built a Modern Client Portal

Geoff Collins shares how replatforming Hanover Research’s client portal became a strategic growth initiative—aligning digital experience with differentiated content and unlocking future innovation.

Geoff Collins
Chief Product Officer, Hanover Research
Episode Detail
Replatforming for Growth: How Hanover Research Built a Modern Client Portal
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AI Search in Financial Services
EP 16

AI Search in Financial Services

Applying generative AI and machine learning to win in customer acquisition.

David Bresnahan
Co-Founder and Managing Partner, Chartis
The Future of Product and Service Design
EP 15

The Future of Product and Service Design

Why product and service design need to evolve now for an AI future.

Erin Helcl
Experience Strategist, Founder, New Helio
The New Role of AI in Product Management
EP 14

The New Role of AI in Product Management

How AI will become a coach for product managers and their teams.

Eddie Chin
Product Manager
The Role that Brand Plays in Client Experience: A CMO’s Perspective
EP 13

The Role that Brand Plays in Client Experience: A CMO’s Perspective

A CMO’s perspective on connecting brand and client experience.

Marie Chinnici-Everitt
Founder and Principal, MCE Strategic Consulting
Navigating the Future: How AI Copilots Transform Customer and Employee Experiences
EP 12

Navigating the Future: How AI Copilots Transform Customer and Employee Experiences

Harnessing AI copilots to deliver enterprise value and better experiences.

Amaresh Tripathy
Co-Founder and Managing Partner, AuxoAI
RIA Growth: The New Experience Infrastructure
EP 11

RIA Growth: The New Experience Infrastructure

Personal, scientific and beautiful — a world-class wealth platform.

Rich Cancro
Founder and CEO, AdvisorEngine
Design Matters: How Design Drives Better Outcomes in Financial Services
EP 10

Design Matters: How Design Drives Better Outcomes in Financial Services

Design as a strategic partner, backed by hard numbers.

Bob Troyer
Founder, RT 322
Conversational AI and Digital Experience
EP 9

Conversational AI and Digital Experience

Why domain-specific conversational AI beats general-purpose tools.

Jason Fields
Chief Strategy Officer, Voicify
Adventures in Digital Transformation
EP 8

Adventures in Digital Transformation

What it takes to lead a large-scale digital transformation program.

Barbara Donahue-Clarke
Senior Executive, Digital Transformation
Digital Experience in B2B Financial Services – Part 2: Digital as a Product
EP 7.2

Digital Experience in B2B Financial Services – Part 2: Digital as a Product

Treating digital itself as a standalone product line.

Jim Tessmer
Head of Digital Product Strategy, Brown Brothers Harriman
Digital Experience in B2B Financial Services – Part 1: Differentiating your Experience
EP 7.1

Digital Experience in B2B Financial Services – Part 1: Differentiating your Experience

Designing B2B financial services experiences for two very different personas.

Jim Tessmer
Head of Digital Product Strategy, Brown Brothers Harriman
Achieving Success with Pragmatic Digital Product Roadmapping in Financial Services
EP 6

Achieving Success with Pragmatic Digital Product Roadmapping in Financial Services

Building and defending a product roadmap inside a community bank.

Rebecca Rothstein
SVP and Director of Digital Banking, OceanFirst Bank
Product Management in Emerging Tech
EP 5

Product Management in Emerging Tech

Leading product in an emerging market with no established playbook.

Niall Kennedy
Product Director, YellowDog
Trends in Voice, Discover How to Use Voice to Engage With Your Customers
EP 4

Trends in Voice, Discover How to Use Voice to Engage With Your Customers

Where voice and conversational technology are headed, and how to start.

Susan Westwater
Prominent Voice Researcher, Instructor, and Author
How Companies Can Grow and Scale Their Customer Experience Capabilities
EP 3

How Companies Can Grow and Scale Their Customer Experience Capabilities

A five-pillar framework for maturing customer experience capabilities.

Paul Eisen
Award-Winning User Experience Expert
Why Human-Centered Data and Analytics Create Better Product Experiences
EP 2

Why Human-Centered Data and Analytics Create Better Product Experiences

Turning high volumes of CX data into daily, digestible stories.

Andy Greenawalt
Co-founder, Storyhub
How Fintech Product Owners Can Leverage Design to Drive Innovation
EP 1

How Fintech Product Owners Can Leverage Design to Drive Innovation

Using design as a growth lever in fintech, not a late-stage polish step.

Nasir Barday
FinTech Design Leader, Citadel

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