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AI in Financial Services Podcast
Essentials for Leveling-Up Strategy with AI - with German Soto-Sanchez of Broadridge
Jul 29, 2024
German Soto-Sanchez, Chief Product and Strategy Officer at Broadridge Financial Solutions, discusses how AI is reshaping strategy in financial services. He highlights the need for personalized customer experiences and operational efficiency while navigating legacy systems. German emphasizes the importance of leveraging untapped data to enhance customer relations and compliance. He also outlines strategies for small to medium-sized financial institutions to integrate AI, noting blockchain's significant role in modernizing workflows. Tune in to grasp the future landscape of finance!
19:43
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Quick takeaways
- AI enhances personalized customer service in financial services, meeting modern consumer demands for tailored experiences and rapid responses.
- Financial institutions must modernize legacy systems and leverage AI to unlock data insights, streamline processes, and improve operational efficiency.
Deep dives
Evolving Customer Expectations Drive AI Adoption
Modern consumers have heightened expectations for financial services, demanding more personalized and integrated experiences. To meet these demands, firms are increasingly utilizing AI capabilities, allowing for personalized customer service and rapid responses tailored to individual needs. AI technology facilitates comprehensive analysis and recommendations, transforming standard financial offerings into bespoke solutions for clients. This shift underscores the necessity for organizations to adapt and leverage AI to enhance customer satisfaction and stay competitive in a rapidly changing market.
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