Video interview with Neesha Hathi of Schwab Advisor Services

While it was not exactly an ambush (I had an interview scheduled), the ever-gracious Neesha Hathi allowed us to interview her on camera with a mere minute or two of warning.
Ms. Hathi is vice president of technology solutions for Schwab Advisor Services and the setting was last week’s Schwab Impact conference in San Francisco.
(Just scroll down a bit, you can’t miss it.)
She kindly indulged me and Investment News readers with some insights on Schwab’s latest CRM news, including working with Salesforce and putting together the first five editions of workflow templates and supporting documentation, among several other related topics.
For a bit more detail on all the technology news announced at Impact please see my story: “Schwab trying to wow advisers with technology progress at Impact”.

Tell me what you think by sending me an e-mail at [email protected].

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