- Understanding the link between financial education and customer satisfaction and loyalty
- Exploring innovative approaches to delivering financial education through digital channels and personalized content
Archives: Agenda
Networking Break
Transforming experiences through actionable customer insights
Financial services continue to face rising customer expectations and increasing operational pressure. Many have access to vast amounts of data from customer interactions yet still struggle to effectively uncover the value and meaning.
This session explores how unlocking the voice of the customer can provide valuable insights to drive real change, empower frontline teams, accelerate issue resolution, remain compliant and build customer trust.
- Unlock value from all customer interactions : Discover how to use both solicited and unsolicited feedback to generate actionable insights that drive engagement and satisfaction.
- Empower frontline teams with insight: Learn how insights from customer interactions can help reduce friction, support regulatory adherence, and enable faster, more informed decision-making.
- Drive meaningful change across the business: See how real-time, personalised feedback helps financial services firms spot trends faster, fix issues earlier, and build stronger relationships with customers.
THEME 3: IS YOUR PRODUCT AND PLATFORM REALLY DELIVERING?
Networking Coffee Break
Creating a culture that develops AI ethically
- What we mean by ethics in relation to AI and how does it benefit your customers and your business
- Translating AI ethics into your organisation and fostering a healthy culture
- How to include people in the ethical design of AI and what impact this has
Workshop: Building Financial Loyalty – The Future of Reward Strategy in FS
- Actionable strategies to build trust, enhance engagement and foster long-term customer loyalty
- Explore key international and national trends shaping the future of reward strategies
Case Study: Building a culture of customer obsession
- Understanding the leadership’s role in driving a customer centric shift through actions and communication
- Instilling a deep-rooted commitment to customer satisfaction and value creation across all teams, from product development to marketing and support
- Creating meaningful and personal customer relationships with humanised digital interactions
Reimagining CX in home insurance: How Homeprotect is Driving Digital Transformation with Journey Design and Next-Gen Tech
- Discover how Homeprotect and Concentrix are transforming customer journeys through digital-first design
- Explore how AI is reshaping pricing models and enabling smarter decision-making
- See how cutting-edge technologies are unlocking speed, scale, and customer-centric innovation
- Get a glimpse into what’s next on Homeprotect’s transformation roadmap