Programmatic’s Post

Why 60-70% of wealth managers are feeling like they never left the office. Summer holidays might be over, but for 60-70% of wealth managers, it feels like they never left. They're stuck spending most of their time on non-revenue generating activities. Imagine if they could focus on what really matters: building client relationships and growing assets. 💡 Want to see how to make your workday easier? Take our online product tour for a sneak peek at how Infront can help you get back to what matters most! https://lnkd.in/e8yN6aiD

Here’s a recap of everything I did last week in our business (and what I learned): 💰Sales Closed on a new type of product— we’re partnering with Fintech writer and thought leader Simon Taylor to create courses for his audience. The subject matter is cutting edge and the deal is structured with incentives so testing a new business model here on a cool topic. Also working on an account growth plan for Workday now that we’ve had success there. 🤝 Relationships Helped a prospect prep for a meeting with her CEO. This was my favorite call of the week. Together we crafted a compelling story for a 15-min pitch and the result? “I’m interested.” Exactly what we hoped for! 🦁 People Our offer for our new Strategic Account Manager role was accepted last week! Creating onboarding plans this week. I’m also in the middle of 1:1 check-ins with our extended team. These have been so valuable, I cannot recommend enough to “walk the shop floor” and get to know what’s happening on the ground. 👨🏫 Product Development Kicked off cohort 2 with electric energy at our e-commerce unicorn client. This was the account we almost lost with the pilot cohort, but we turned it around and upgraded the experience about 10 levels. Excited to see how this cohort develops. Also did a pop up session for Workday on using Predictive Index to adapt your communications with Jeb Stewart. Well received. And that’s a wrap! Another crazy week, but that’s how businesses are built. How was yours? #clweeklyreview

Partnership and collaboration are my two favorites words. We can collectively do better together and find solutions that work for everybody. Looking forward to the final read out from the Workday and Carnegie Mellon University - Tepper School of Business collaboration and the talented teams working together.

One key to succeeding with #skills is having people to learn from. At Workday I get to learn from two of the best - my fellow workmates Annie Henshall and Chris K., MBA. We took the stage at #WDAYRising to share the power of combining product with practice to make skills transformation happen. #foreverforward

It's the first workday of the last month of our year. A friend recently shared this question - a powerful reminder that we can see things through, even in the final weeks of this year ... Questions for reflection + action: What's *one* project or activity that you planned to complete in 2024 that's still unfinished and possible? What will it take for you to complete it before year end? Take action by writing out the individual steps for completion, determining the resources and the amount of time needed for completion, gather the resources and block that amount of time on your calendar, and follow through. One more thing done + One less thing hanging over your head in the New Year = A Deep Breath. Here's to you as you diligently move it forward!

Perception matters in business. If people don't see a problem ⤵ They won't want your solution. To shift perspectives of your audience: 1. Make a catchy name that sticks in their minds. 2. Share stories of success to show it can be done. 3. Make the process easier & more appealing. 4. Talk about how the problem really affects them. 5. Show them why they should want your solution. 6. Work together to solve the problem. Example: A new product aimed to reduce work less hrs. -Start with the pain point: Working too much.  -Imagine the dream: A 3-hour workday. -Plan how to get there: Focus on skills & efficiency. Content is the glasses that help us see our challenges. But also dream clearly. P.S. Value is progress and transformation.

As an advocate of 30-60-90 day plans, I have a confession to make on today’s 60-day mark. From moments of accolades to moments of critical introspection, my journey has been filled with mixed emotions. But here's the bottom line: every day is an opportunity, and I'm embracing each one with determination! So, where do I stand? Here's the lowdown: 🎬 I've engaged with all of my manager's peers (check!), but connecting with each of their direct reports is still on my agenda 🤷🏽♀️ 🎬 I've made significant contributions, but documenting my achievements for reference during mid-years? That’s a no 👎🏽 🎬 Goals are clearly outlined in Workday, though I haven’t shared my strategy to achieve them with my manager 🤦🏽♀️ Whether you're navigating a new role or seeking a fresh start, remember: “The best time to plant a tree was 20 years ago. The second best time is now." 🌱 Do you have a 30-60-90 day plan? Let's exchange insights and ideas!

What an amazing start to Workday Rising, where we get to share with our customers and prospects what our teams have been working on. This year, we’re unveiling Illuminate, our next generation of Workday AI, which has the potential to unlock productivity and ultimately transform how our customers manage their people and their money. Even if you aren’t here with us in Las Vegas, follow along as we share more around our vision for AI and how Workday can help companies elevate humans and supercharge their work. #WDAYRising #TeamWDAY  

Ever wondered what it's like to go from a startup to the Fortune 500? 💡Hynek, a Senior Software Engineering Manager in Prague, shares his exciting journey! ↓ 🚀 Learn how his team uses AI/ML to build innovative tools 🤝 Discover how Workday's people-first culture empowers employees to make a real difference. Read his story! ➡️ bit.ly/4eS6QAW #WDAYLife

We've all seen (and likely rolled our eyes at) job postings and Slack messages praising workplace "rock stars." 🎸 In this clever ad, originally created for the Superbowl in 2023, Workday pokes fun at the overused term. The TV spots feature cameos from annoyed real-life rock stars, Gary Clark Jr., Billy Idol, Joan Jett, Ozzy Osbourne and Paul Stanley. We love the creativity and the self-awareness. Workday is an enterprise cloud applications provider that specializes in HR, planning, spend management applications and more using AI, analytics and machine learning. Their audience is no stranger to corporate buzzwords. In this ad, they're speaking their audience's language and using humour to show that they understand what their customer base navigates on a daily basis. Ogilvy's creative team, who executed this memorable idea, might just be deserving of that "rock star" title. Check out the final product: https://t.ly/_3z3z #b2bmarketing #techmarketing #marketingcampaign #b2bsaas