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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
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