As we navigate through an era defined by digital innovation, customer expectations are reaching unprecedented heights. The financial sector, traditionally known for its conservative nature, needs to embrace this shift towards customer engagement. This transformation is not merely about adopting new technologies; it's about revolutionizing the very fabric of how financial services communicate, connect, and build relationships with their clients.

Join us for this private, closed-door roundtable lunch where we will be taking a deeper look at:

• What steps can be taken to ensure effective and efficient personalization to improve the customer experience?"
• What true next-generation customer engagement platforms must achieve to meet rising standards for customer satisfaction and retention.
• A real-world example and results of what next-generation CX achieved for a top-15 financial institution.