In this report, we examine how three key emerging technologies are opening up new opportunities for financial services institutions to elevate their client and policyholder experiences:

• Blockchain
• Ecosystems
• AI assistants

These technologies hold promise to improve client 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 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.