Equisoft Life Accelerated Podcast - Leveraging Enterprise Data and AI for Customer-Centric Solutions with Jeff Donaldson, Mutual of America Financial Group

On this episode of Life Accelerated, we dive into the transformative journey of Mutual of America Financial Group. Our guest, Jeff Donaldson, SEVP and Chief Digital Officer, shares the strategic decisions and initiatives undertaken by the company to embrace digital transformation and meet the evolving needs of their customers. Jeff explains that Mutual of America identified four core areas that required attention: customer relationship management capability, modernization of the core record-keeping platform, enterprise data utilization, and the integration of artificial intelligence in their service offerings.. To address these challenges, Mutual of America embarked on a comprehensive strategy, aligning with their Route 66 approach. This strategy consisted of six IT strategies and six guiding principles, encompassing initiatives such as modernizing the core platform, integrating non-record keeping applications, achieving IT service delivery excellence, standardizing infrastructure, and unlocking enterprise data.