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The Next Best Action for Banks – Part 2
Event Overview
DISTRIBUTE, OPTIMIZE AND TRACK Financial institutions' "Know Your Customer" (KYC) expectations must go far beyond the regulatory requirements. To compete with today's FinTechs and tech giants, banks and credit unions need to better leverage their customer data to drive timely and relevant customer engagement across channels. Next Best Action capabilities deliver engaging experiences by anticipating customer needs and helping customers solve problems or make better financial decisions in real time.
What to expect
- Relevant financial services Next Best Action use cases
- Nurturing customers based on Next Best Action triggers
- Delivering personalized communications
- Optimizing cross channel delivery
- Measuring customer success
Goals and Objectives
The secret to financial success is getting the right message to the right customer at the right time. This process requires planning, preparation and expertise to succeed. In the first part of this series, we discussed the data collection and analysis to enable Next Best Action capabilities. This webcast explores the distribution, optimization and tracking of those communications across channels.
Who should attend?
Business professionals seeking to learn about emerging technologies and drivers shaping the future of the financial services industry. This series is geared towards those who are developing and executing solutions that address the emerging data, business, marketing, customer service, digital experience and technical challenges.
Presenters
World Wide Technology
Sr. Director, Digital Product - Unified Commerce