Using AI-Powered Digital Engagement Deepens Customer Relationships

In both social and digital engagement, content is currency. Engaging customers with the right content can transform your advisors and bankers from mere vendors to trusted partners.

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Using AI-Powered Digital Engagement Deepens Customer Relationships

What you will take away from this webinar.

Engaging customers with the right content can transform your advisors and bankers from mere vendors to trusted partners.

Currently, front office workers must choose from all purpose, cookie-cutter content or spend valuable time searching for more tailored content. In financial services, the challenge is even greater, as restrictive regulations make the task next to impossible.

The result? Many advisors and bankers just give up.

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A global study, conducted by research firm StrategyOne on behalf of Edelman, found that banks ranked 2nd to last in customer trust.

Key Companies who are Driving their Businesses
Forward via our CRM Products

Wells Fargo
Royal Bank of Canada
Credit Suisse
UBS
American Family Insurance
ANZ
Emirates NBD
HSBC
London Life Insurance

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Business is about relationships!

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