Plootus

Plootus at Day 2 of the ISG (Information Services Group) Xperience Summit 2025 in NYC! Today, we had the privilege of attending the panel discussion, "The Slight Edge: Strategies for Elevating EX to Drive CX." Moderated by Stacey Cadigan from ISG, the session featured insightful contributions from Mari Considine of Acenda Integrated Health and Courtney Warford of AGCO Corporation. Key Takeaways: ?? Employee Experience as a Strategic Advantage: The panel emphasized that organizations treating employee experience (EX) as a strategic priority, rather than solely an HR function, are better positioned to enhance customer experience (CX) and foster loyalty. ?? Integrated Experience Ecosystems: Creating environments where employee engagement directly influences customer satisfaction was highlighted as a critical factor for sustained success. ?? Actionable Strategies: Discussions centered on identifying hidden opportunities to improve EX, rapidly transforming employee satisfaction into customer advocacy, and aligning employee capabilities with customer expectations through effective EX-CX frameworks. At Plootus, we are inspired by these insights and remain committed to empowering our team to deliver exceptional service, knowing that a motivated workforce is the cornerstone of outstanding customer experiences. Visit Plootus at www.plootus.com Download our app from the Apple App store: https://lnkd.in/gkmUBfPN Follow us on LinkedIn - https://lnkd.in/exqGYmPb Subscribe to Plootus Weekly - https://lnkd.in/ervE-_sH #XperienceSummit2025 #EmployeeExperience #CustomerLoyalty #Plootus #EXtoCX #Leadership #BusinessGrowth

Plootus at Day 2 of the ISG (Information Services Group) Xperience Summit 2025 in NYC! Today’s panel comprising Chris Vetrano (Flock Safety) and Drew Lesicko (SoulCycle Inc.), moderated by Megan Walling, MBA (ISG), delivered powerful insights on how market leaders are achieving both hyper-growth and exceptional customer experience. The session—"How Experience-Led Transformation Drives Growth"—challenged the notion of choosing between efficiency and experience, emphasizing that integrating an experience-centric approach across all operations creates sustainable advantages. Key discussion points included: ?? Integrated Experience Frameworks: How to deploy systems that accelerate growth while ensuring long-term sustainability. ??Human-Centered Technologies: Exploring innovations that deliver measurable competitive advantages and truly resonate with customers. ??Ethical Scaling Practices: Strategies for preserving customer trust during periods of rapid growth by prioritizing ethical decision-making. At Plootus, we’re inspired by the conversation and remain committed to revolutionizing financial wellness by combining cutting-edge technology with a customer-first mindset. Visit Plootus at www.plootus.com Download our app from the Apple App store: https://lnkd.in/gkmUBfPN Follow us on LinkedIn - https://lnkd.in/exqGYmPb Subscribe to Plootus Weekly - https://lnkd.in/ervE-_sH #XperienceSummit2025 #ExperienceTransformation #CustomerExperience #DigitalGrowth #Plootus #Innovation #SustainableGrowth

Plootus at the ISG (Information Services Group) Xperience Summit 2025 in NYC! Today, we had the pleasure of attending the ISG Startup Challenge - an electrifying session where entrepreneurial innovators took center stage! Moderated by Dennis Wakabayashi (The Global Voice of CX), the challenge featured dynamic pitches from Vinicius David (Birdie AI), Frank Casale (Tranquilla AI) and Sansan Fibri (Wakefully). Each competitor showcased their breakthrough technology and compelling value propositions, answering tough questions from the judges and igniting spirited debates. The audience even got a chance to cast their vote on which solution they’d be most likely to implement in their own organizations. At Plootus, we’re always inspired by the passion and creativity driving the future of customer experience. This session not only highlighted emerging trends in CX technology but also underscored the critical role innovation plays in transforming business outcomes. Visit Plootus at www.plootus.com Download our app from the Apple App store: https://lnkd.in/gkmUBfPN Follow us on LinkedIn - https://lnkd.in/exqGYmPb Subscribe to Plootus Weekly - https://lnkd.in/ervE-_sH #XperienceSummit2025 #ISGStartupChallenge #Innovation #CustomerExperience #CX #Fintech #Plootus

BlackRock Chairman and CEO Larry Fink called for an “organized, high-level effort” to ensure Americans can retire with dignity. Visit Plootus at www.plootus.com Or download our app from the Apple App store: https://lnkd.in/gkmUBfPN Follow us on LinkedIn - https://lnkd.in/exqGYmPb And subscribe to Plootus Weekly - https://lnkd.in/ervE-_sH https://lnkd.in/eeW3FxKC

Plootus at the ISG (Information Services Group) Xperience Summit 2025 in NYC! Yesterday, at Xperience Summit 2025, we attended an exciting session: Breaking the Rules – How Self-Driving Processes Are Rewriting Technology Implementation, presented by Deborah Dull (Trillium Digital Services). Forget the old adage of “make it great then automate.” This session showcased how agentic workforces are transforming software implementation by integrating intelligent processes from the ground up. ?? Key Takeaways: ? Prime Candidates for Agentic Workforces: Identify processes that free up human talent for more creative, meaningful work. ? Enhancing, Not Replacing: Learn how to select capable providers that amplify human capabilities rather than merely replacing tasks. ? Real-World Impact: Discover in-flight case studies demonstrating tangible improvements in employee satisfaction, customer experience, and overall business outcomes. ? Measuring Success: Explore practical frameworks for gauging the human-centered ROI of agentic implementations—beyond traditional efficiency metrics. At Plootus, we’re inspired by how these innovative approaches are not only accelerating business growth but also reimagining human-centered experiences. Visit Plootus at www.plootus.com Download our app from the Apple App store: https://lnkd.in/gkmUBfPN Follow us on LinkedIn - https://lnkd.in/exqGYmPb Subscribe to Plootus Weekly - https://lnkd.in/ervE-_sH #XperienceSummit2025 #SelfDrivingProcesses #AgenticWorkforces #DigitalTransformation #CustomerExperience #EmployeeEngagement #Plootus

Plootus at the ISG (Information Services Group) Xperience Summit 2025 in NYC! (Kudos to Deb Ryan and the entire ISG team for an amazing 1st day!) Today, at the Summit, we had the opportunity to dive into a transformative session on the future of AI-driven customer experience: Experience-Led Transformation & AI – The New Standard for Service in the Agentic Era. Hosted by Kristen Conner (IBM) and Rachel Jaeggi (Fortitude Re), this session underscored that AI-powered customer experiences are no longer optional - they're a business imperative. Fortitude Re, in partnership with IBM, shared actionable insights on how to overcome the challenges of early AI adoption and build a sustainable, experience-led transformation strategy. ?? Key Takeaways: ? Intelligent Service: AI isn’t just about automation - it’s about enhancing human engagement through proactive, intelligent service. ? Early Adoption: Companies integrating AI now are setting the standard for long-term success. ? Seamless Integration: Success lies in aligning AI with business goals and customer expectations, ensuring technology drives true value. At Plootus, we’re leveraging AI to revolutionize financial wellness and retirement planning, empowering users with personalized, data-driven insights for a secure financial future. Visit Plootus at www.plootus.com Download our app from the Apple App store: https://lnkd.in/gkmUBfPN Follow us on LinkedIn - https://lnkd.in/exqGYmPb Subscribe to Plootus Weekly - https://lnkd.in/ervE-_sH #XperienceSummit2025 #AI #CustomerExperience #AgenticEra #DigitalTransformation #FinancialWellness #Plootus

Plootus at the ISG (Information Services Group) Xperience Summit 2025 in NYC! We’re live at Xperience Summit 2025 in NYC, where today’s keynote delivered powerful insights on the future of Intelligent Customer Experience (CX): KEYNOTE: From Virtual Assistants to Real Results – Transformation Through Intelligent CX Presented by Joe Bechtel, MBA (PNC), with Wayne Butterfield, this session explored how the best customer experiences aren’t about choosing between technology and human touch—they’re about seamlessly blending both for real impact. ?? Key Takeaways: ? Prioritize the right pain points – Not everything needs automation; focus on areas that improve customer satisfaction and efficiency. ? AI should remove friction, not create barriers – The best virtual assistants enhance experiences, while poorly designed ones frustrate users. ? Measure CX investments effectively – The success of intelligent automation isn’t just in cost savings, but in retention, engagement, and long-term customer trust. At Plootus, we’re committed to leveraging AI-driven financial planning to provide personalized, intuitive, and seamless experiences for users planning their financial future. Visit Plootus at www.plootus.com Download our app from the Apple App store: https://lnkd.in/gkmUBfPN Follow us on LinkedIn - https://lnkd.in/exqGYmPb Subscribe to Plootus Weekly - https://lnkd.in/ervE-_sH #XperienceSummit2025 #CustomerExperience #AI #Automation #FinancialServices #Plootus #IntelligentCX #Personalization

Plootus at the ISG (Information Services Group) Xperience Summit 2025 in NYC! Today at the Summit, we had the privilege of attending a thought-provoking panel discussion: The Ethics of AI-Driven Personalization: Where Do We Draw the Line? Moderated by Olga Kupriyanova (ISG), the panel featured insights from industry leaders - Shri Nandan (Comcast), Daniel Yang (Pacific Owl Ventures), Nanda Reddy (GOHUNT), and Hilary Lurie-Malina (Expedia Group) ?? Key Takeaways: ? AI personalization must be transparent & explainable - customers should know how their data is used. ? Clear ethical guardrails are essential to balance personalization with privacy & compliance. ? Proactive governance & regulation alignment will determine industry leaders in responsible AI adoption. At Plootus, we’re committed to financial personalization that builds trust, security, and long-term value for users. Visit Plootus at www.plootus.com Download our app from the Apple App store: https://lnkd.in/gkmUBfPN Follow us on LinkedIn - https://lnkd.in/exqGYmPb And subscribe to Plootus Weekly - https://lnkd.in/ervE-_sH #XperienceSummit2025 #AI #EthicalAI #Personalization #DataPrivacy #CustomerExperience #Plootus #FinancialWellness

Plootus at the ISG (Information Services Group) Xperience Summit 2025 in NYC! We’re live at Xperience Summit 2025, diving into the future of customer experience and financial wellness! One of today’s standout sessions was: ISG INSIGHTS: Building a 360-Degree View of Your Customer by Kathryn Rudy. "Knowing your customer is great. Acting on that knowledge is what creates magic." Truer words have not been spoken. The key message? Fragmented data is a thing of the past. To truly personalize experiences, organizations must connect the dots across every customer touchpoint and turn raw data into actionable insights. ?? Key Takeaways: ?? Unify data streams to eliminate blind spots in customer interactions ?? Leverage AI-powered analytics to anticipate customer needs and personalize engagement ?? Balance personalization with privacy, ensuring trust through strong data governance At Plootus, we recognize the power of data-driven financial wellness—helping individuals make informed decisions for a secure future. By embracing AI and integrated insights, we’re committed to empowering users with personalized financial guidance. Visit Plootus at www.plootus.com Download our app from the Apple App store: https://lnkd.in/gkmUBfPN Follow us on LinkedIn - https://lnkd.in/exqGYmPb And subscribe to Plootus Weekly - https://lnkd.in/ervE-_sH

?? Maximizing Your 401(k): Companies with the Best Matches in 2025 ?? A 401(k) match is one of the best wealth-building tools available—yet not all matches are created equal. If you're considering a career move, evaluating a company’s 401(k) plan can have a big impact on your long-term financial security. ?? Why It Matters A strong employer match can double your retirement savings. For example, if your employer offers a 6% match and you earn $200K, contributing $12K means you get another $12K from your employer—growing your savings faster. ?? Top 401(k) Match Programs in 2025 Some companies are offering exceptionally generous matches: Microsoft, Visa, Apple, Amazon, Google, Netflix, Meta Facebook, Activision, Comcast, Accenture ?? How to Maximize Your 401(k) Match ? Always contribute enough to get the full match—it’s free money! ? Check your company’s vesting schedule to understand how long you need to stay to keep employer contributions. ? Consider Roth vs. pre-tax contributions based on your income and retirement goals. ? Look beyond the match—benefits like HSAs, stock options, and mega backdoor Roths can further boost wealth. At Plootus, we help individuals optimize their 401(k) contributions, understand vesting schedules, and make the most of employer matches to build a secure financial future. Are you maximizing your retirement savings? ?? Visit Plootus at www.plootus.com Or download our app from the Apple App store: https://lnkd.in/gkmUBfPN Follow us on LinkedIn - https://lnkd.in/exqGYmPb And subscribe to Plootus Weekly - https://lnkd.in/ervE-_sH #RetirementPlanning #401k #FinancialWellness #WealthBuilding #SmartInvesting #Plootus https://lnkd.in/eYb9KFQx