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The AI in Business Podcast

Multichannel Customer Journeys in Financial Services - with Anuj Maniar of Deloitte

Mar 14, 2024
32:57
Snipd AI
Anuj Maniar of Deloitte discusses balancing customer expectations in financial services channel strategy. They explore AI use cases in multichannel space, emphasizing after-call work in customer service. The podcast highlights challenges in meeting evolving customer demands and the importance of AI adoption for efficiency in financial services.
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Podcast summary created with Snipd AI

Quick takeaways

  • AI and generative AI aid in meeting customer needs efficiently in financial services.
  • Gen AI streamlines after-call work processes, improving operational efficiency and customer service outcomes.

Deep dives

Driving Trends in AI Adoption for Financial Institutions

AI and generative AI are instrumental in addressing the increasing customer expectations and budgetary pressures faced by service executives. The adoption of AI, including conversational AI and analytics, assists in understanding customer needs efficiently and meeting them effectively. The pressure to meet elevated customer expectations is influenced by integration across channels and the concept of right-channeling.

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