Five ways to achieve exceptional CX with intelligent self service

Available On-Demand


According to the S&P Global Market Intelligence report, there has been a 15% increase in online/in-app banking since 2020. In fact, over 42% of 25-34-year-olds now bank exclusively online and this number is growing. With the introduction of so many digitally native fintechs, the financial sector is crowded with newcomers, working to retain and gain market share in an intensely competitive environment.

One thing is apparent and that is time spent on your digital property (website, portal, app, etc.) is an excellent indication of the quality of customer experience as well as a prospect’s interest.

Without a positive digital customer experience, today’s financial institutions run the risk of losing business. Financial service providers need a targeted digital strategy to meet customer service standards and expectations.

What to expect

In this webinar, we will cover the top five ways a service provider can achieve a successful self-service strategy including:

  • Understanding customer expectations,
  • Key technology enablers, security and data,
  • Artificial intelligence and Machine Learning,
  • And how, combining technology with robust customer data can deliver exceptional customer service.

We will end with a demo and a Q&A session with our Zendesk experts. There will be lots of valuable insights and learnings you can take away from this webinar.

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Oonagh Moeykens

Solutions Consultant,

Richard Moloney

Senior Manager, SMB Sales, Zendesk