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Connecting CX and EX in Real Time with Sherri Evans

Episode #39

“The vision to bring HR and Marketing together is a good one because it allows us to leverage our strengths.”

  • Sherri Evans

How do you help employees understand your brand promise - and align their performance and engagement to it?  Sometimes, organizational silos can make alignment difficult.   In this episode, we get a peek behind the curtains at an organization that chose to align 3 essential and typically distinct functions together:  HR and EX (Employee Experience), Client Experience (CX) and Marketing.   

My guest is Sherri Evans who is SVP of People and Client Experience at Aviso Wealth. In her role for 2 years following a merger of 3 companies into one, Sherri and her team are working hard to ensure it is clear for everyone how employee experience is clearly connected to customer experience.

In this episode of Talent Management Truths, you’ll discover:

🍏 The connection between CX and EX and how Marketing fits in

🍏 Tactics to retain talent and address the top 3 reasons people may leave

🍏 Insights about how to leverage Career Paths

 

About Sherri Evans Sherri  is the SVP, Head of People & Client Experience at Aviso Wealth where her focus is on providing employees, partners, advisors, and clients with an exceptional experience that is a source of competitive advantage. Her strategic oversight of human resources, marketing and client experience facilitates cultural alignment, internal and external brand-building, and effective communication across Aviso Wealth and with external audiences. Sherri is a member of Aviso Wealth’s Executive Committee.

Previously, Sherri served as VP People & Strategy at NEI Investments, which was nationally recognized as a “Great Place to Work” (Top 50 Employer) two years in a row. Her prior experience includes progressively senior roles with a major Canadian retailer and with leading technology and financial services firms.

Sherri holds an MBA from the Ivey School of Business at the University of Western Ontario, and a Diploma in HR Management from George Brown College. She is a board member of Gambling Research Exchange Ontario and is a past member of the Great Place to Work Executive Forum Steering Committee.

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