As the Director of Strategic Platform and Mobile at Wells Fargo Advisors, Joel Jancich plays a pivotal role in shaping the future of digital experiences within the financial services sector. With a strong emphasis on user-centric design, Joel leads a dedicated eight-member team that is...
As the Director of Strategic Platform and Mobile at Wells Fargo Advisors, Joel Jancich plays a pivotal role in shaping the future of digital experiences within the financial services sector. With a strong emphasis on user-centric design, Joel leads a dedicated eight-member team that is committed to revolutionizing the front office experience for Financial Advisors. His expertise lies in crafting a fully integrated, workflow-based advisor platform that enhances client engagement and optimizes practice management through a strategic focus on three central pillars: client, book, and practice management.
Under Joel's leadership, the team has successfully transitioned to an Agile development methodology, fostering a culture of collaboration and rapid iteration that accelerates the delivery of innovative solutions. His vision for product strategy and digital transformation is rooted in a deep understanding of financial products and advisor behaviors, allowing him to create user experiences that not only meet but exceed market expectations. Joel is a strong advocate for the notion that exceptional user experiences are a primary differentiator in the competitive landscape of financial services, driving both client satisfaction and business results.
Key projects under his direction include the design and implementation of advanced mobile solutions that empower Financial Advisors to manage their practices more effectively while enhancing client interactions. By leveraging his skills in product vision and digital strategy, Joel is committed to ensuring that Wells Fargo Advisors remains at the forefront of digital innovation, ultimately delivering best-in-class experiences that resonate with both advisors and their clients.
