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Gartner Expert
Sophia Palmstedt
Sr Principal, Advisory
Sophia Palmstedt is a Senior Principal Advisory Analyst in Gartner's Financial Services practice, advising senior business and technology executives and their teams in EMEA and North America across retail banking, commercial banking and wealth management. Ms. Palmstedt advises and challenges clients on topics related but not exhaustive to customer experience, change management, talent management, diversity & inclusion, customer segmentation, sales enablement, new customer acquisition, data analytics strategy, AI strategy, Banking as a Service strategy, approaching core banking system modernization 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 Digital Business Strategy and Innovation
Financial Services Technology Modernization and Transformation
Financial Services Business Leadership and Strategy
Financial Services Customer Experience, Talent and Delivery
Education
B.Sc., Management With HR, Royal Holloway, University of London
Top Issues That I Help Clients Address
1Client Experience - engaging next generation millennial customers, ESG, improving CX, 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 - data management, understanding AI trends, understanding Banking as a Service, how to partner with fintechs, how to approach core banking system modernization, approaching RPA