Fragmented processes, manual interventions, and lack of operational insight pose significant challenges for financial services employees trying to delight their customers with seamless, frictionless experiences. Financial services institutions must respond to the evolving needs of their employees by embarking on a journey from simplification to digitization and automation, so that they can deliver value to their customers, while increasing operational efficiencies, reducing operating risks, and fostering higher levels of interaction and integration. 

In this session, we’ll discuss the benefits of digital intelligence, including: 

• Gaining a deeper understanding of customers, staff, and the overall health of the business 

• Leveraging automation technologies to reduce costs, increase impact, and serve customers in an easy and intuitive way 

• Simplifying processes to reduce redundancy, inefficiency, frustration in employees’ daily experiences