eBook Your Guide to Banking Personalization
By Insight Editor / 13 Dec 2022 / Topics: Customer experience Artificial Intelligence (AI)
As fintech creates new personalization and customer service improvement opportunities, many financial organizations need to re-address existing capabilities or risk being left behind by competitors. In this ebook, we explore new technology capabilities that enable banking, investment and insurance firms to streamline processes, offer services and provide 24/7 online access.
Topics include:
- Changing customer expectations
- Using chatbots
- The importance of self-service
- Automation opportunities
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Who is this ebook for?
This ebook is for financial services leaders and customer service managers from banks, investment firms, insurance companies and more who want to learn about integrating personalization into their customer interactions and product offerings.
What will I learn?
You’ll learn about how fintech creates new opportunities to improve customer experiences through personalization. There are many ways to use chatbots, self-service and automation to streamline processes and free up internal resources to focus on growth opportunities.
