Gartner Expert

Sophia Palmstedt

Sr Principal, Advisory

Sophia Palmstedt is a Senior Principal Advisory Analyst in Gartner's Financial Services practice, 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, change management, talent management, diversity & inclusion, automation strategy, customer segmentation, sales enablement, new customer acquisition, data analytics strategy, etc. She is based in the Gartner's Stockholm, Sweden office.

Prior to her advisory roles, 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 - engaging next generation millennial customers, ESG, improving customer experience, customer segmentation, channel strategy, understanding customer needs, customer journey mapping

2Go-to-Market Strategy - driving new business, virtual selling, improving customer value propositions, sales enablement, building innovative banking products, customer onboarding,

3Talent Management - employee productivity, hybrid bankers, employee technology adoption, change management, employee engagement, future competencies, leadership, culture, diversity and inclusion

4Technology Strategy - mining and synthesizing data, generating insights from data, making the right technology bets