Transforming Customer Experience in Financial Services:
An AI-Driven Approach
The financial services sector is experiencing a fundamental shift in how customers interact with their banking and lending institutions. Today's consumers demand seamless, personalized experiences across multiple touchpoints, from digital platforms to traditional branch services. For NBFCs and banks, excellence in customer experience has become the cornerstone of competitive advantage, directly influencing customer loyalty, market share, and bottom-line growth. The stakes are particularly high as traditional financial institutions face competition from agile fintech companies that prioritize digital-first customer experiences. This transformation necessitates a strategic approach that balances technological innovation with operational efficiency while maintaining regulatory compliance and security standards.
Verint's cutting-edge platform addresses these complex challenges by offering a comprehensive suite of AI-powered solutions specifically designed for the financial services sector. By integrating advanced interaction analytics with industry-specific language models, institutions can unlock deeper customer insights and automate routine processes while maintaining personalized service delivery. The platform's open architecture ensures seamless integration with existing systems, enabling rapid deployment and measurable returns within months rather than years. Through intelligent automation and real-time analytics, organizations can proactively identify customer needs, streamline operations, and create more meaningful customer interactions. This approach not only enhances customer satisfaction but also drives operational efficiency through reduced costs and increased revenue opportunities.
Key Takeaways:
- Gain practical insights from financial industry experts on transforming customer engagement
- Learn strategies for implementing an open, scalable, and automation-first approach
- Understand how to leverage AI for immediate business impact and ROI
- Discover real-world applications of intelligent automation in banking operations
- Experience live demonstrations of AI-powered customer engagement solutions
Agenda
| Time | Description |
|---|---|
| 5:00 PM | Hi-Tea and Registrations |
| 6:30 PM | Opening Address Senior Representative, Team Marksmen Network |
| 6:40 PM | Keynote Address: Achieving rapid ROI with Verint's AI-Powered Customer Experience Platform In an era where financial institutions face unprecedented pressure to digitize operations while maximizing efficiency, Verint's Open Platform emerges as a transformative solution for NBFCs and Banks seeking immediate business impact. This session unveils how Verint's comprehensive platform can enable organisations achieve remarkable ROI within six months. Discover how the Verint’s Interaction Analytics capabilities providing real-time, deeper, faster insights. The session will showcase how Verint's industry-specific LLMs deliver tangible AI-driven outcomes NOW. Participants will witness these capabilities firsthand through a live demonstration of Verint BOTs in action, illustrating the platform's practical applications in real-world banking scenarios, providing a clear roadmap for accelerating digital transformation while ensuring measurable business results. Senior Representative, Verint |
| 7:00 PM | Roundtable Discussion: Improving Customer Engagement for NBFCs and Banks: Leveraging AI-Driven Business Outcomes In today's rapidly evolving financial services landscape, customer engagement has emerged as a critical differentiator for NBFCs and Banks, directly impacting customer retention, lifetime value, and overall profitability. While traditional financial institutions have historically struggled with personalization and real-time responsiveness, artificial intelligence (AI) technologies are now revolutionizing customer engagement strategies through advanced data analytics, predictive modelling, and automated decision-making capabilities. This session examines how AI-driven solutions are transforming customer interactions. Participants will gain insights into practical approaches for leveraging AI in customer engagement, understanding implementation challenges, and measuring success metrics. The session will provide actionable strategies for financial institutions looking to enhance their customer engagement capabilities through AI adoption. |
| 8:00 PM | Closing Remarks |
| 8:10 PM | Cocktails and Dinner |
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