Creating Financial Health With Abby Morton

The Customer Wins

Abby Morton is the Director of Customer Success at Elements, a fintech software company, where she's played various vital roles, including Chief of Staff and Marketing and Partner Manager. Starting her career as an analyst at Goldman Sachs, Abby earned her CFP and devoted herself to advocating for positive employee experiences as a pathway to customer satisfaction. At Elements, she champions the importance of financial health through innovative technology, turning complex financial data into digestible and actionable metrics for advisors and clients. With a strong foundation in financial advising at Dentist Advisors, Abby brings her extensive experience and proactive mindset to every client interaction, ensuring the success of Elements' mission and the well-being of its stakeholders.

In this episode…

Want to know how financial health can be more than just an emergency fund and a pension plan? What if there was a way to measure financial vitality through simple, understandable metrics? How does a FinTech company operate on the fine line between innovation and established wisdom to promote client well-being?

Certified Financial Planner Abby Morton dives into how Elements equips financial advisors with novel tools to distill complex financial concepts into tangible, easy-to-grasp data for clients. She emphasizes the value of treating employees well to ensure they deliver the best customer experience. She also discusses the potential of AI in customer interactions and the continuous effort to improve customer experiences by staying attuned to their evolving needs.

In this episode of The Customer Wins, Richard Walker interviews Abby Morton, Director of Customer Success at Elements, about the innovative ways of transforming financial planning. Abby discusses how Elements helps clients assess their financial health, its 12 financial metrics to provide tailored financial advice, the potential of AI in enhancing customer experience, and the correlation between employee happiness and customer satisfaction.