Financial services firms have traditionally focussed their digital capabilities on transactional interactions. More and more their customers also want strategic support and expert guidance to make smart financial decisions, especially after a year of economic uncertainty. Now customers are looking to banks and insurers to deliver answers to their finance-related questions, not just the completion of transactional tasks. Common challenges include…

• Developing relevant and timely insights to engage with customers in a meaningful way
• Difficulty delivering connected experiences across touchpoints
• Siloed data and organisational divisions

This event would examine the challenges of delivering meaningful digital interactions to improve the financial health and wellbeing of the customer. Through a more complete picture of the customer, financial services and insurance firms are in a better position to offer content, products, services and support that are truly helpful.