Panel discussion: Omnichannel strategies for financial services
Catch up with All Access: CX in Financial Services to find out how AI is being leveraged to ensure consistency and personalization across channels
In financial services, consistency and personalization must extend across all channels, but achieving this requires a robust omnichannel strategy, built on the latest technologies.
In this session from All Access: CX in Financial Services 2024, CX Network’s Leila Hawkins interviews Wasim Mushtaq, managing director of 1CG, and Gustavo Saiago, product and CX director for Birdie and the former senior product ops lead for Brazil’s Nubank, to understand the role of real-time data analytics in optimizing omnichannel CX.
The panel explores how integrating multiple communication channels, such as phone, email, chat, social media, and in-person interactions, can provide a seamless customer experience, and explains how to maintain the human touch when automating interactions.
