BFSI organizations face mounting pressure to deliver seamless, compliant, and personalized experiences across every interaction while improving efficiency and managing rising demand. Yesterday’s customer service automation and one-size-fits-all marketing campaigns often led to fragmented journeys, higher volumes, and missed opportunities for deeper engagement.

This Think Tank explores how adaptive AI agents are redefining customer experience across service and marketing functions. We will discuss real-world examples where organizations are already realizing measurable impact, including:

• 35% lift in product adoption in retail banking through AI-driven segmentation and campaigns.

• 45% faster resolution and 25% lower staffing needs in insurance service enabled by AI-powered virtual assistants, with a leading insurer analyzing over 55,000 calls per day to achieve 90% faster decision-making and greater consistency across operations.

• 50-70% faster claims processing and a 20+ point NPS increase in insurance by bringing empathy and personalization into every interaction.

• 3.5x increase in lead conversion and 27% lower acquisition costs in insurance marketing through AI-led segmentation and real-time engagement.