Disruptors like Amazon and Google are shaping today’s customer expectations by providing seamless experiences. FSI’s are looking to do the same for a variety of reasons, one of them being a general lack of financial literacy among consumers. This means that often customers aren’t able to easily identify the products and services they need from their financial institution. In this session we’ll discuss the why FSI’s should look to guided selling as a means to improve the customer experience.
•Optimizing guided selling in order to remove customer friction from the process of product selection
•Using data to understand the kinds of products and services your customer is looking for on your site
•Using AI and machine learning to generate new buying opportunities from existing customers
•Delivering guided interactions and personalized experiences in order to better serve your customer and remain relevant