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Digital transformation in the Financial Services and Insurance Industry

In recent years, banks and insurance companies have struggled with a massive loss in customer confidence. Products often seem opaque or appear to have been developed to meet the needs of customers in a by-gone era. On top of this information on financial issues seem to be interest-driven rather than client-led.

At the same time, customers are changing the way they communicate with their banks and insurance providers, reaching out to them via digital means rather than traditional customer service channels.

A new generation of connected clients is emerging fast and their expectations are higher than ever. These expectations are putting pressure on companies to be able to handle an increasing number of customer touch points and channels. To make the matter worse, customers are no longer bound by “9am-5pm Monday-Friday” service, they want answers now.

Going to a branch, or visiting an expert, has lost its value. Companies in the financial services sector are also facing the risk of further losing customers to emerging and disruptive online companies.

Smart companies see these challenges as an opportunity rather than a threat. They are using new digital services to put the focus back on the customer and their evolving needs.

This allows them to:

  • Bring measurable and concrete ROI, for example in the form of improved Net Promoter Scores (NPS)
  • Significantly reduce customer care support costs
  • Increase revenue via an online sales channel

Also it is important to note that many customers consider innovative digital services as a clear differentiator when choosing their next financial service provider.

Our hands-on workshop is designed to develop your understanding of these issues and give you the knowledge to maximise the use of digital services in your company. By using real customer cases studies, we will show you how leading organisations are addressing the topic of “digital transformation" successfully, and how you can apply it to your own business.

16:30 Arrival and refreshments
17:00 Digital trends in the financial services sector
17:20 ING Testimonial with Alessio Tagini
17:50 Workshop including Self Assessment
18:40 Discussion
19:00 Networking drinks

Amsterdam, September 9th 2015

Register Here

This workshop is aimed solely at potential users. For space reasons we cannot accept any bookings from consulting companies or/and agencies.

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