Synopsis:

As consumer expectations rapidly evolve, the BFSI (Banking, Financial Services, and Insurance) sector is under immense pressure to deliver frictionless, personalized, and fully compliant customer experiences across multiple communication channels. With 87% of consumers now expecting seamless omnichannel engagement, businesses that fail to provide a connected experience risk losing trust and customer loyalty. To remain competitive, BFSI organizations must not only master the complexities of real-time communication but also prioritize data privacy and navigate the intricacies of regulatory compliance—all while keeping pace with the dynamic digital landscape. The future of customer relationships in BFSI will be defined by those who can adapt and innovate in response to these growing demands.

This roundtable discussion will focus on how BFSI companies can leverage technology to meet these challenges head-on. Key points of discussion will include:

• Enhancing Customer Experience (CX):

Exploring how BFSI companies can use real-time alerts and personalized communications to meet customer needs, reduce effort scores, and improve satisfaction and loyalty.

• Improving Operational Efficiency:

How BFSI leaders can streamline customer communications management (CCM) by replacing manual processes with automated solutions, reducing costs, and decreasing communication update times from months to less than a day.

• Ensuring Compliance and Governance:

Addressing how BFSI leaders can ensure regulatory and brand compliance through end-to-end communication tracking, archiving, and auditing, even as regulatory environments shift.

• Integrating with Existing Systems:

Discussing the flexibility to connect with both legacy and modern systems, offering a seamless omnichannel experience with minimal IT involvement, while reducing operational costs by up to 30%.

Attendees will hear from industry leaders who have successfully implemented this solution, saving millions annually through automation, and learn best practices for adopting an omni-channel, data-driven approach to customer communications.

Who Should Attend:

Chief Experience Officers (CXOs)
Chief Information Officers
Chief Technology Officers
Chief Digital Officers
Heads of Customer Experience
Heads of User Interface
Heads of Digital Transformation
Customer Experience Leaders

Digital Transformation Leaders
Information Technology (IT) Leaders

Registration

CX & IT Leaders in BFSI,
Join us for this informative roundtable discussion & luncheon today!

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