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The financial services industry has undergone a huge transformation. As more people rely on digital to handle tasks and expect businesses to meet their new digital needs, financial services have been pivoting. This pandamic have accelerated the digital transformation and have created new opportunities for organizations to meet changing customer expectation in innovative ways and stay competitive in this uncertain time.

In this era customers expectation is greater personalization, more automated services, and easier access. And digitization is the key to deliver all the above and win your customers
But the success in this era of digitisation is not limited to the mobile app & digital presence. It means digitizing your entire brand and going limitless, shifting your advertising campaigns, customer onboarding process, customer services & communication from conventional media to digital channels. Means reaching to your target audience where they are today, rather than where they were yesterday.

Join us for this exclusive webinar and explore best strategies, evaluate and improve your operations to keep up with fast-changing consumer and shareholder expectations, technology, and industry regulations. This will help you to realign your sales & Customer Service strategy, leveraging big data and AI to help locate potential customers, and deliver customized offers in real time.

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Featured Speakers

Sridhar Hari
Sridhar Hari

Senior Director, Solution Engineering

Salesforce India
Ratish Menon
Ratish Menon

Regional Sales Director - BFSI

Salesforce India
Dhrumil Dalal
Dhrumil Dalal

Chief Information Officer

RBL Finserve
Harshit Desai
Harshit Desai

CX Evangelist & Entrepreneur, ex- Head CX, Alliances & Automation

Aditya Birla Finance Ltd.
Shiju Rawther
Shiju Rawther

Chief Information & Technology Officer

CARE Ratings Ltd
Loveena Khatwani
Loveena Khatwani

Chief Client Experience Officer

Edelweiss Wealth Management
Dr.Adinadh K R
Dr.Adinadh K R

Chief Technology Officer

Asirvad Micro Finance Limited
Atul Mehta
Atul Mehta

Senior Vice President Of Sales

Yashoraj Tyagi
Yashoraj Tyagi


Suraj Shetty
Suraj Shetty

Head Of Customer Experience, Learning & Development


Who Should Attend :-

Founders, CEOs , Executive Directors

CXO/ VP/ Director/ Head/ GM of

  • Sales
  • Operations
  • IT / Technology
  • Digital
  • CSO - Service officer
  • Customer Experience
  • Customer Services


Understanding the KAM 2020 and Beyond
Financial Services
Wealth Management
Stock Broking
Finance Management
Capital Management
Financial Planning
Mutual Funds
Investments Company
Venture Capitals
Distributors & Brokers

Key Learnings :-

Analyze Key trends driving customer service in FinTech & Wealth Management Industry

Strategic blueprint to create flexible and agile processes to delight customers

Explore best strategies to improve customer engagement, experience, revenues, and profitability with digitization

Explore how technologies like AI, ML analytics and complete use of data can help provide your organization with the insight and agility they need to get a competitive edge in today’s saturated market

Know how you can create effortless, memorable experiences for customers.