Expert Series

NovusNorth's Expert Series is an ongoing conversation on digital product, design, and AI strategy in financial services. Each episode pairs a NovusNorth leader with a guest expert, including product officers, CMOs, founders, and researchers from companies like Brown Brothers Harriman, AdvisorEngine, Hanover Research, and AuxoAI, for a candid, practical discussion of a single challenge such as replatforming a client portal, building an AI copilot, rebranding a financial services firm, rolling out voice or conversational AI, or rethinking product management for an AI-powered world.

Expert Series is a business podcast hosted by NovusNorth, with 18 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

NovusNorth hosts Expert Series, a business show with 18 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  Episode #1

  Replatforming for Growth: How Hanover Research Built a Modern Client Portal

  Jul 21, 202623 minS4

  <p>Geoff Collins, Chief Product Officer at Hanover Research, joins Dave Cowing to walk through the 18-month project of replatforming Hanover's 15-year-old client portal into a modern, personalized 'one front door' for its research and insights services. Collins credits an early, dedicated phase of defining a five-year product vision for shaping both the user experience and the technology stack, and shares standout results including a nearly 70% increase in portal visits within six months of launch. He also details how AI is being woven into metadata generation, survey analysis, and internal operations, always with a human in the loop, and reflects...

  ListenShow Notes
• 

  Episode #1

  Replatforming for Growth: How Hanover Research Built a Modern Client Portal

  Jul 21, 202623 minS4

  Geoff Collins, Chief Product Officer at Hanover Research, joins Dave Cowing to walk through the 18-month project of replatforming Hanover's 15-year-old client portal into a modern, personalized 'one front door' for its research and insights services. Collins credits an early, dedicated phase of defining a five-year product vision for shaping both the user experience and the technology stack, and shares standout results including a nearly 70% increase in portal visits within six months of launch. He also details how AI is being woven into metadata generation, survey analysis, and internal operations, always with a human in the loop, and reflects on lessons around stakeholder alignment and the surprising difficulty of making something simple.

  ListenShow Notes
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  Episode #4

  AI Search in Financial Services (Rerelease)

  Jul 21, 202615 minS3

  <p>David Bresnahan, co-founder and Managing Partner at marketing technology firm Chartis, joins Dave Cowing to explain how AI is upending search-driven customer acquisition in financial services. Bresnahan breaks down why traditional keyword-ranking SEO is being replaced by technical optimization, content strategy, user experience, and brand-signal work, and shares striking figures on 'zero-click' search and the shift of consumer research from Google toward tools like ChatGPT and Gemini. He wraps up with practical, low-risk ways financial brands can start experimenting: small pilots, better content structuring, and a sharper focus on where they can realistically win visibility.</p>

  ListenShow Notes
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  Episode #4

  AI Search in Financial Services (Rerelease)

  Jul 21, 202615 minS3

  David Bresnahan, co-founder and Managing Partner at marketing technology firm Chartis, joins Dave Cowing to explain how AI is upending search-driven customer acquisition in financial services. Bresnahan breaks down why traditional keyword-ranking SEO is being replaced by technical optimization, content strategy, user experience, and brand-signal work, and shares striking figures on 'zero-click' search and the shift of consumer research from Google toward tools like ChatGPT and Gemini. He wraps up with practical, low-risk ways financial brands can start experimenting: small pilots, better content structuring, and a sharper focus on where they can realistically win visibility.

  ListenShow Notes
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  Episode #3

  The Future of Product and Service Design (Rerelease)

  Jul 21, 202627 minS3

  <p>Experience strategist Erin Helcl, founder of New Helio Strategies, talks with Dave Cowing about why product and service design need to evolve for an AI-powered future without losing their human core. Helcl describes AI as an emerging design partner for synthesizing research and exploring ideas faster, outlines three possible organizational futures (converged roles, an 'agent economy,' and a human-centered renaissance), and makes the case that trust has to be designed into a system from the start, not bolted on afterward. She closes with a candid warning against letting AI-generated research replace real conversations with real people, since empathy...

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