EPISODE · Jun 28, 2026 · 30 MIN
Why Great Customer Experience Starts with Finance with Veronika von Heise-Rotenburg
from Business Transformation Pitch with The CX Goalkeeper · host Gregorio Uglioni
This episode reveals how finance can drive customer experience and business growth. Veronika von Heise-Rotenburg, a CFO, shares real stories and practical advice about collaboration, transparency, and using AI in finance. Learn how finance can be a value creator, not just a gatekeeper. About Veronika: Dr Veronika von Heise-Rotenburg is Chief Financial Officer (CFO) and Co-Managing Director at everphone. In this role, she is responsible for accounting, controlling, data, refinancing, people & culture and legal for the phone-as-a-service provider. Veronika is a proven expert in digital finance and asset-based financing and has many years of experience in the field of fleet lending. She began her career as an associate at McKinsey. Veronika studied law and economics in Augsburg. She also holds an MBA in General Management from the University of Dayton and a PhD in International Capital Markets Law from the University of Augsburg. In addition to her professional activities, she is a member of the supervisory board (including BAWAG), angel investor and speaker, as well as co-founder of the Female Finance Circle, a network for female financial executives and author of articles and a book for start-up and scale-up CFOs. Relevant links: https://www.linkedin.com/in/veronika-von-heise-rotenburg/ https://www.instagram.com/veronika.vhr/ www.veronikavonheiserotenburg.com Chapters: 0:00 - Intro 0:35 - Introduction to Finance and Customer Experience 1:42 - CFO Success: Profitability and Female Finance Circle 3:25 - Mission of the Female Finance Circle 5:00 - Transforming Finance into a Value Driver 7:14 - Finance as an Enabler for Growth 10:20 - Building Trust through Financial Transparency 20:42 - Case Study: Debt Financing and Customer Trust 24:33 - Leadership Lessons: Managing Friction in Finance 28:32 - Connecting Customer Experience with Finance 29:44 - Conclusion Subscribe the podcact on your preferred platform and leave your feedback: Apple Podcast: https://www.cxgoalkeeper.com/apple Spotify: https://www.cxgoalkeeper.com/spotify About the host: Gregorio Uglioni is a seasoned transformation leader with over 15 years of experience shaping business and digital change, consistently delivering service excellence and measurable impact. As a Partner at Forward, he is recognized for his strategic vision, operational expertise, and ability to drive sustainable growth. A respected keynote speaker and host of the well-known global podcast Business Transformation Pitch with the CX Goalkeeper, Gregorio energizes and inspires organizations worldwide with his customer-centric approach to innovation. Follow Gregorio Uglioni on Linkedin: https://www.linkedin.com/in/gregorio-uglioni/
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Why Great Customer Experience Starts with Finance with Veronika von Heise-Rotenburg
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