Winning in financial services: Build, buy, or bolt-on for a differentiated CX?

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January 14th, 10 a.m. PT | 1 p.m. EST

In an environment of intense competition, consolidation, and heightened customer expectations, retail financial services firms must innovate at an unprecedented pace to deliver more value to consumers. At the same time, operating environments are fraught with increasing risks and budget scrutiny. Every firm has embarked on this journey, but strategies and results have varied wildly across the industry.

In this conversation with industry experts, we’ll explore approaches to customer experience modernization, lessons learned, and conclusions drawn to help retail financial services firms increase the odds of successful customer experience modernization for both the short and long term.

Should we build it ourselves? Should we purchase a comprehensive solution? Should we integrate multiple “best-in-class” point solutions? These are the questions CIOs, CTOs, and CX leaders ask themselves. The dialogue varies from firm to firm. But a few years in, reliable trends have begun to emerge.

Learn more about:

Market-driven insights from industry experts to prevent costly missteps along the CX modernization journey.
How to calibrate organizational readiness for effective CX technology roadmap planning and execution.
Operating principles for driving sustainable competitive advantage with differentiated AI-powered customer experience.

Join Talkdesk to discuss these trends and how they can be leveraged in your organization to drive competitive advantage.