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CX in financial services 2024

Jerome Smail | 10/02/2024

The financial services industry is at a pivotal moment, driven by the need to balance cutting-edge technologies with a customer-centric approach.

Rapid technological advancements such as artificial intelligence (AI) and predictive analytics are transforming CX, while customers’ expectations – influenced by tech giants like Apple and Amazon – continue to rise.

Following CX Network’s All Access: CX in Financial Services 2024 webinar series, this Ebook examines how these trends are pushing financial services providers to combining AI-driven solutions with qualitative and quantitative research to offer personalized, seamless services across channels.

With insights from event speakers at Allianz, Standard Chartered, Visa, 1CG, Birdie and Talkdesk – and links to their sessions on Replay – this Ebook gives practitioners a guide to creating meaningful connections with customers at every stage of their journey.

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