Gartner Expert

Sophia Palmstedt

Sr Principal, Advisory

Sophia Palmstedt is a Principal Advisory Analyst at Gartner Financial Services, advising senior executives and their teams in EMEA and North America across retail banking, commercial banking and wealth management. She also advises executives in operations functions of traditional banks and insurance companies. Ms. Palmstedt advises and challenges clients on topics related but not exhaustive to customer experience, talent management, diversity & inclusion, automation, segmentation, sales enablement, customer acquisition, data analytics, etc. She is based in the Gartner's Stockholm, Sweden office.

Prior to her current role, Ms. Palmstedt managed a set of 70+ key account clients in EMEA, teaching and advising senior executives and their teams across five core functional areas; communication, marketing (B2B and B2C), sales, market insights and customer care.

Previous experience

Ms. Palmstedt managed a set of 70+ key account clients in EMEA, teaching and advising senior executives and their teams across five core functional areas; communication, marketing (B2B and B2C), sales, market insights and customer care.

Professional background

CEB

Key Account Management Specialist

Areas of coverage

Financial Services Operational Excellence and Cost Optimization

Financial Services Business Leadership and Strategy

Financial Services Customer Experience, Talent and Delivery

Education

B.Sc., Management With HR, Royal Holloway, University of London

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Top Issues That I Help Clients Address

1Client Experience (Across lines of business) - improving customer experience, segmenting customers, channel strategy, understanding customer needs

2Go-to-Market Strategy (Across lines of business) - driving new business, sales enablement, building new-in-kind innovative banking products, customer onboarding

3Talent Management (Across lines of business) - driving employee engagement, future talent competencies, leadership development, culture