Waddell & Reed, Inc. Appoints Industry Veteran to Lead Advisor & Client Experience
28 Septiembre 2020 - 4:00PM
Business Wire
New role leads strategy and innovation
supporting wealth management experience capabilities
Waddell & Reed, Inc. today announced it has appointed
20-year financial industry veteran Cory McCruden as Senior Vice
President, Advisor & Client Experience. In this new role, she
will be a member of the wealth management leadership team and
report to Shawn Mihal, President of Waddell & Reed, Inc.
Waddell & Reed, Inc., the wealth management subsidiary of
Waddell & Reed Financial, Inc. (NYSE: WDR), in recent years has
executed upon a strategic evolution of the wealth management
business, focused on improving its advisor and client experience
through technological enhancements, product expansion and
broadening support.
McCruden’s role will further that progress through collaboration
with key stakeholders across the business to improve advisor and
client journeys, create new, innovative experiences, increasing
loyalty and driving advocacy. She will develop and lead strategies
in support of best-in-class client and advisor experience processes
and procedures while acting on opportunities for innovative
investment, growth and expansion. This includes multi-year roadmaps
and execution plans.
“We’re extremely pleased to gain an executive with Cory’s
experience across client and advisor journey mapping, digital
transformation and growth strategy,” said Mihal. “As our wealth
management business continues to grow and transform, we must
provide a seamless, transparent, and frictionless experience that
sustains growth and deepens trust and loyalty. Cory is well
positioned to lead our team devoted to this effort.”
McCruden previously was with Royal Bank of Canada (RBC), with
her most recent role as Head of Digital Client Experience &
Strategy, where she led development of the strategy, product
vision, and new customer segmentation to enhance client and advisor
experience within Business Banking. Prior to that role, she led
Strategy and Innovation, where she and her team were responsible
for driving product innovation and partnership strategies,
contributing to a 20% increase in client net promoter score, and
developing and implementing a proprietary wealth management
advisory value proposition that was introduced to over 2,000
advisors.
Prior to RBC, she held several wealth management leadership
roles at BNY Mellon, including in sales, analytics, and
strategy.
“Our industry is constantly changing, bringing financial
advisors and clients a range of choices and options. We must
continually be ready to adapt and excel,” said Mihal. “With Cory’s
leadership, we’ll continue to foster a client- and advisor-centric
culture across our organization to drive an optimum experience for
affiliated advisors and their clients.”
About Waddell & Reed
Founded in 1937, Waddell & Reed, Inc. is one of the oldest
financial planning firms in the U.S., providing total planning
services to clients throughout the United States through a network
of independent financial advisors. It is a subsidiary of Waddell
& Reed Financial, Inc. (NYSE: WDR).
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version on businesswire.com: https://www.businesswire.com/news/home/20200928005710/en/
Roger Hoadley VP, Communications rhoadley@waddell.com
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