In today’s digital world, financial customers often switch between traditional and digital channels while searching for products and services, expecting a range of convenient support options. Taking an AI-enabled omnichannel approach to customer service enables financial services firms to meet their customers where they are. Being available to customers across a range of devices and channels enables customer service teams to deliver consistent support tailored to individual customers’ needs, while using critical information about a customer that enables interactions to be personalized. When implemented successfully, an AI-enabled omnichannel strategy can enhance CX, boost brand loyalty, and drive sales and retention with every interaction.

Join Matt Lehman, Industry Principle, Financial Services at RingCentral and Mel Mingas, Editor-in-Chief at CX Network, as they discuss:

• Seamless integration across customer service channels
• How an omnichannel contact center solution delivers better communications and improves customer experience
• The benefits of a unified communications platform as part of a larger digital strategy
• Real world examples of omnichannel strategies driving value and improved customer experiences