11min chapter

AI in Financial Services Podcast cover image

Commodity and High-End Financial Services Customer Relationships - with Kit Cox of Enate

AI in Financial Services Podcast

CHAPTER

AI-Driven Customer Engagement in Finance

This chapter explores how AI enhances customer engagement during crucial purchase moments in the financial services sector. It emphasizes using real-time analysis of customer sentiment and historical data to craft personalized interactions and improve productivity. Furthermore, it discusses the importance of emotional intelligence in customer interactions and how AI can support financial advisors while streamlining operations.

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