Stephanie Ferschl

Senior Client Success Manager at BetaNXT

Stephanie Ferschl is an experienced professional in client relationship management with over a decade of expertise, currently serving as a Senior Client Success Manager at BetaNXT since March 2022. In this role, Stephanie advocates for large-tier clients, aligning their strategic business initiatives with those of BetaNXT and facilitating high-level discussions, including CEO Briefings for C-Suite meetings. Prior to BetaNXT, Stephanie worked at Refinitiv as an Engagement Manager, focusing on client success and strategic growth for assigned firms. Stephanie also held the position of Service Manager at Thomson Reuters, acting as a liaison for a globally significant financial institution. Earlier experience includes managing a corporate guardianship business with the Guardianship Agency, where Stephanie oversaw various legal financial instruments. Stephanie holds Bachelor's degrees in Biology and Spanish from Valparaiso University and has additional education from Universidad de Salamanca.

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BetaNXT

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BetaNXT is the next wave in wealth management technology and outsourcing solutions for BETA, Maxit, and Digital Investor businesses.


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51-200

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