Published 28 Sep, 2023

Conversational CX: The key to acing the financial services world

Customer experience is everything today. Irrespective of how diverse products and solutions are, customer experience is a key differentiating factor from competitors.

Shibani Roy

1 min read

FINANCE

Conversational CX: The key to acing the financial services world

Contents

An engaging customer experience is everything today. Irrespective of how diverse products and solutions are, customer experience is a key differentiating factor to stand out amongst competitors. Faster response time, consistent CX across channels, hyper-personalization at customer touchpoints, and other such factors contribute towards creating a holistic customer experience!

Key Discussion Points:

The role of tech in enabling context and conversions for agents to pick up where they left off with customers
The need for multi-channel customer engagement
The ability to ensure completed customer journeys with frictionless processes
Why being data-driven is a non-negotiable and how it propels conversational CX
Ways in which agents can be empowered with technology solutions in this context

Speakers

Ram Pradeep Kumar P
Associate Director – Product Solutions, Ozonetel

Vineet Tiwari
AVP – South Sales, LeadSquared

Table of Contents

Shibani Roy

Shibani has been driving the webinar program at LeadSquared for more than 6 years, bringing in experts from around the world, to share their expertise on different topics. She is also a writer and an email marketing expert, having sent over 7 million emails till date. She currently leads the brand marketing initiatives at LeadSquared.