Leila Hawkins

Content and Membership Editor CX Network

CX Financial Services 2024 Agenda

10:00 AM Panel Discussion: Omnichannel strategies for financial services

In this panel discussion, we will delve into how integrating multiple communication channels, such as phone, email, chat, social media, and in-person interactions, can provide a seamless customer experience. Learn from industry experts on how financial services are evolving with omnichannel strategies to meet shifting customer expectations in 2024.

Key takeaways:

  • Integrate various communication channels to create frictionless customer journeys
  • Leverage AI to ensure consistency and personalization across channels
  • Understand the role of real-time data analytics in optimizing the omnichannel approach
  • Maintain the human touch while automating customer interactions