Matthew Lehman is a Vertical Industry Principal at RingCentral exclusively focused on Financial Services. Prior to joining RingCentral, Matt spent more than 20 years in senior digital leadership roles at leading banks and insurance firms including Progressive, KeyBank, FleetBoston Financial, AmTrust, and Westfield Insurance. He began his career as an investment banker at JP Morgan Chase and was also part of the leadership team at Launch Media, which had a successful IPO prior to selling to Yahoo! Matt has an MBA from Cornell and a BA in Economics and East Asian Studies from Colby College.
In today’s digital world, financial customers often switch between traditional and digital channels while searching for products and services, expecting a range of convenient support options. Taking an AI-enabled omnichannel approach to customer service enables financial services firms to meet their customers where they are. Being available to customers across a range of devices and channels enables customer service teams to deliver consistent support tailored to individual customers’ needs, while using critical information about a customer that enables interactions to be personalized. When implemented successfully, an AI-enabled omnichannel strategy can enhance CX, boost brand loyalty, and drive sales and retention with every interaction.
Join Matt Lehman, Industry Principle, Financial Services at RingCentral and Mel Mingas, Editor-in-Chief at CX Network, as they discuss: