How to Build an automated personalised approach securely for the BFSI Industries
Featuring a case study from Direct Line Group
For those committed to exceptional customer experience, there is one key question: How do you maintain that personal sense of security whilst leveraging the convenience of digital tools? This interactive webinar, presented by Precisely and with exclusive insight from Direct Line, will provide an answer to this and other questions.
For high-touch industries like financial services and insurance, delivering seamless customer interactions is the absolute priority. When dealing with topics as personal as their family’s safety and financial security, customer expectations are high – and getting higher.
Providing clarity of communication and quick resolution, though essential, has become increasingly challenging in what is undeniably a complex digital environment. For those committed to exceptional customer experience, there is one key question: How do you maintain that personal sense of security whilst leveraging the convenience of digital tools?
This interactive webinar, presented by Precisely and with exclusive insight from Direct Line Group, will provide an answer to this and other questions. With 90% of customers stating that a personalised, interactive and visual approach helps them to better understand product options and customer service process, it will give you the tools to significantly speed up resolution and enhance the experience of your BFSI customers.
Central to the session is will be case studies and real-life examples. These will demonstrate, the potential of personalised and interactive video as a communication and service channel – as well as the benefits of combining it with other interactive and chat-based tools.
Essential viewing, in other words, for those wishing to automate, personalise and accelerate the customer journey, without compromising on security.
- Scale up automation of your customer service model without undermining customer confidence in security
- Examine and apply case studies from Precisely and Direct Line to stress-test your customer engagement toolkit
- Deliver a personalised, interactive and visual-based customer journey, to speed up resolutions and improve clarity of communication
- Improve understanding of product options and customer service process by deploying interactive digital tools
SPEAKERS:
Iain Agnew, Customer Centre of Expertise Lead, Direct Line
Rabia Khan, Marketing Chapter Lead, Direct Line
Gerhard Heide, Global Head of Market Strategy, Precisely
