Enhancing Customer Experience through 
Personalization, Data and Self Service
August 16 - 18, 2022 | Free CX Network Online Event

Bonnie Chase

Sr. Director Marketing – Service at Coveo Coveo

Day Two - 17 August 2022

9:00 AM How nCino Google-ified their self-service (spoiler: it requires AI)

To create personalized customer self-service experiences at scale, you need AI. But how do you tap into the power of AI without hiring a team of data scientists or spending years developing and maintaining the capabilities you need? 

nCino, the worldwide leader in cloud banking, partnered with more than 1,750 financial institutions of all types and sizes, leveraged Coveo AI in their Salesforce community to create a personalized one-stop digital service experience that decreased case volume for common issues and improved the click-through rate on searched content by 41%.  

In this session, join nCino and Coveo as they share insights on: 

  • Why personalization in financial services requires AI purpose-built for content discovery
  • How search and recommendations help drive better KPIs in self-service
  • How to tap into the tech you have to create better self-service experiences (aka teach your customers how to fish)