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

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.




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