The one with the DAF CX – Dr. Liz Okuma E243

What's on your mind? Let CX Passport know...When you think “endowment foundation,” customer experience probably isn’t the first thing that comes to mind. Yet Dr. Liz Okuma, Director of Client Experience at the American Endowment Foundation, is reshaping how donor advised funds deliver trust, responsiveness, and ease… even when nearly all interactions happen without ever seeing a client face to face. This conversation reveals how listening, collaboration, and design thinking translate into real business impact.5 Insights From the Episode-DAFs are booming… and CX is becoming a differentiator-Two customer groups, one experience mission-Internal listening is gold-Journey mapping unlocked cross-functional momentum-Culture changes when employees own CXCHAPTERS00:00 What is a donor advised fund… and why CX matters02:50 Serving donors vs. serving financial advisors05:30 Looking out the window… not the mirror07:54 Listening to frontline teams09:33 Making best in class tangible11:05 Journey mapping and quick wins13:24 Cutting a process from 3.5 months to six weeks15:58 Measuring what matters17:10 First Class Lounge21:56 Getting non-client-facing teams invested in CX24:29 The power of stories and internal visibility26:53 Cross-functional influence in action29:33 Where to find LizGuest LinksAEF Website: https://www.aef.org/LinkedIn: https://www.linkedin.com/in/liz-okuma/Mentioned in the EpisodeBose QuietComfort Headphones https://amzn.to/44e3hCT Affiliate LinkYour Next StepsListen: https://www.cxpassport.comWatch: https://www.youtube.com/@cxpassportNewsletter: https://cxpassport.kit.com/signupI'm Rick Denton and I believe the best meals are served outside and require a passport.Disclaimer: This podcast is for informational and entertainment purposes only. The views and opinions expressed are those of the hosts and guests and should not be taken as legal, financial, or professional advice. Always consult with a qualified attorney, financial advisor, or other professional regarding your specific situation. The opinions expressed by guests are solely theirs and do not necessarily represent the views or positions of the host(s).

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