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Artwork for Banking Transformed with Jim Marous
Banking Transformed with Jim Marous · Nov 3, 2022 · 40 min

Using AI to Maximize Customer Personalization

Financial institutions must accelerate their use of data and insights to improve customer satisfaction. By harnessing the power of AI-based personalization, banks can deliver the most relevant information, advice, offers and products … at scale and in compliance. It’s time to understand what each customer wants and needs … providing contextual service instantly. It’s also time to democratize data to enhance experiences for both customers and employees. I am excited to have Devin Poole, Sr. Product Marketing Manager from Coveo on the Banking Transformed podcast. Devin shares how banks and credit unions Increase NPS while reducing costs … finding opportunities to increase revenue and grow customer loyalty. This episode of Banking Transformed Solutions is sponsored by Coveo As a leader in applied AI, Coveo Relevance Cloud™ help financial institutions accelerate their digital transformations while prioritizing customer satisfaction. With the power of AI-based personalization, banks and insurers can deliver the most relevant information, advice, offers, and products — tailored to each client. For more information visit get.coveo.com/bankingtransformed

0:00-40:48

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show notes

Financial institutions must accelerate their use of data and insights to improve customer satisfaction. By harnessing the power of AI-based personalization, banks can deliver the most relevant information, advice, offers and products … at scale and in compliance.

It’s time to understand what each customer wants and needs … providing contextual service instantly. It’s also time to democratize data to enhance experiences for both customers and employees.

I am excited to have Devin Poole, Sr. Product Marketing Manager from Coveo on the Banking Transformed podcast. Devin shares how banks and credit unions Increase NPS while reducing costs … finding opportunities to increase revenue and grow customer loyalty.


This episode of Banking Transformed Solutions is sponsored by Coveo

As a leader in applied AI, Coveo Relevance Cloud™ help financial institutions accelerate their digital transformations while prioritizing customer satisfaction. With the power of AI-based personalization, banks and insurers can deliver the most relevant information, advice, offers, and products — tailored to each client.

For more information visit get.coveo.com/bankingtransformed


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