report
Emerging technologies and the rise of client experience (CX) in financial services

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In this report, we examine how three key emerging technologies are opening up new opportunities for financial services institutions to elevate their client, member, and policyholder experiences:
- Blockchain
- Ecosystems
- AI assistants
These technologies hold promise to improve client, member, and policyholder experience, reach new markets, and realize gains in efficiency and security, but a hybrid approach involving agents will be essential to realizing their full potential.
Read this research report to learn:
- How rising expectations and new competition are changing the landscape for client, member, and policyholder experience.
- Why a hybrid approach combining people and technology is key to elevating CX.
- Where the main opportunities for emerging technologies to bolster CX and security are.
- What agents need to focus on proactive engagement and relationship building.