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March 2022

Ilan Davidovici
Principal, Client Experience at Edward Jones


Ilan Davidovici leads Client Experience at Edward Jones, where he is responsible for developing the future state Edward Jones client experience. Together with the Client Experience Strategy, Client Experience Channel and Client Experience Communications teams, Ilan's area is developing the framework and discipline of client experience through CX mapping, rapid prototyping and a focus on the people, process, capabilities, data and measures needed to bring the client experience to life for Edward Jones clients and the firm. He was named an Edward Jones principal in 2020.

Before joining Edward Jones in March 2019, Ilan served as the global head of Wealth and Asset Management at Salesforce. In that role, he worked with leading financial institutions to develop client experience strategies and tools, including the Financial Services Cloud, a customer relationship management tool with integrated partners focused on helping financial advisors and wealth firms grow through client and advisor experience, deepen existing client relationships, and integrate predictive intelligence. Before Salesforce, Ilan was a financial advisor with Citadel Trust Advisors, a registered investment advisor (RIA) firm he co-founded in St. Louis.

Ilan is an advisory board member for the Customer Experience Program at Rutgers University and for Kiva, a microfinance and microlending firm striving to create a financially inclusive environment for people around the world.

Agenda Sessions

  • Reimagining the digital wealth customer journey from the client perspective