CXFS 2018

July 10-July 12, 2018

Westin Copley Place, Boston MA


Shelli Ulrich

Global Customer Experience Leader
Shelli is the Global Customer Experience Leader for Wells Fargo Commercial Distribution Finance (CDF). In her role, Shelli, and her team, are responsible for driving a best-in-class and continually improving customer experience program for more than 33,000 dealers and 1,400 distributors and manufacturers globally in 2016. This includes collecting, analyzing and actioniong over 56,000 Voice of Customer (VoC) data-points and comments in 2016. In addition, Shelli oversees CDF’s customer communication strategy and messaging, CDFconnectPTMP (CDF’s customer commitment program that provides training, insights, experts and tools to add significant value beyond just financing), CDF’s digital experience strategic roadmap, strategic customer engagements and program management for customer facing cross-functional projects across CDF North America. Prior to joining Wells Fargo, Shelli spent 9 years with GE Capital holding numerous roles across Sales, Marketing, Risk Management, Credit and Project Management. Most recentl, Shelli was the Global Sales Director in Hong Kong where she launched and scaled a new cross-border lending and leasing business which connected multi-national companies with financing outside of their home region. Shelli is certified as a Project Management Professional (PMP)® by the Project Management Institute (PMI), holds a Bachelor’s Degree from SUNY (State University of New York) Brockport and an MBA in Finance from The Simon School of Business in Rochester, New York.