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AI, Customer Experience and the Financial Services Industry

Creative Virtual

When I founded Creative Virtual over 15 years ago, our very first customer was a financial organisation. Not only are they still a customer today, but they also became the first on a long list of brands our team would work with in the financial services industry.

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Totango + Catalyst customer success experts reveal top takeaways from TSIA INTERACT 2024

Totango

This bold statement, shared during a keynote at the recent Technology Services Industry Association (TSIA) World INTERACT conference in Orlando, set the stage for a series of thought-provoking discussions and insights from industry leaders. “AI may not replace me, but AI will definitely change the way I work.”

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Five Ways AI is Empowering Customer-Facing Employees in the Financial Services Industry

bold360 Blog

Approximately 40% of financial services and insurance (FSI) companies struggle to keep up with changing customer expectations and behavior.* The truth is, there are a lot of companies with similar products and services, but that doesn’t mean that differentiation is impossible. So, what’s the solution?

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CX Remains a Top Priority Across All Industries

Anexa BPO

An outstanding CX initiative can make or break a business, determining financial outcomes and setting the bar for customer experience. It’s also important that they recognize the challenges involved in maximizing the financial impact of their CX programs. How can organizations break this process down and create achievable results?

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Interview With David Luck, Co-founder and CEO of Capital on Tap: Customer Service in the Finance Industry

CSM Magazine

David Luck, Co-founder and CEO of Capital on Tap Today’s customers demand more from their financial providers. They expect fast, seamless, personalized banking experiences and, above all, exceptional customer service. In the finance industry, customer service is fundamental to lasting, positive relationships.

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Conversational AI for Financial Services

Creative Virtual

Traditional banks and financial institutions can no longer count on lifelong loyalty from their customers. Fintechs and digital start-ups are disrupting the space, and customers are increasingly willing to take their business to a financial brand that offers them a personalised, easy experience that fits with their lifestyle.

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The Impact of AI in Financial Services

Stratifyd

AI has shaken up every industry from transportation to retail, redefining the lengths companies must go in order to maintain competitive. The financial industry is projected to benefit the most from AI over the next few years through incorporating solutions like customer service automation tools and fraud detection technology.

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