The future is here and automation is key.

Automation, coupled with real-time data and intelligence, helps companies be more efficient and offer better, more personalized customer experiences.
In our latest edition of the Future of Financial Services, we heard one thing loud and clear. Customers want intuitive, custom digital experiences that emphasize their overall financial wellbeing. To meet these needs, automation is key. Not only will businesses notice an improvement in speed and data accuracy from automation, but they can go beyond just fulfilling requests to anticipating or delivering what customers will need next — for a truly exceptional experience.
of insurance customers strongly agree their vendors are invested in their financial wellbeing.
of banking customers initiate relationships on a website or app.
of wealth and asset management customers are extremely satisfied with their firm’s ability to resolve customer issues and inquiries swiftly.



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Create easy, efficient banking experiences with strategic automation.

Digital-first customers expect more from their banks. Our research demonstrates an opportunity for banks to use automation to collect more consistent and accurate customer data for more personalized experiences while driving efficiency.
of customers switched their banking provider for an easier, more intuitive experience.

"End-to-end automation is too complicated, too expensive, and too uncertain. Automation that is selectively applied to certain problematic spots is where you get the immediate ROI."

The Future of Financial Services



Combine digital experiences with stellar service for insurance success.

Our research shows that insurance customers are increasingly willing to switch to companies that are digital-first newcomers due to ease of use and onboarding. Automating repetitive tasks and input can help improve digital experiences with poor personalization.

“[Customers] want FSIs to go beyond just fulfilling their requests to anticipating and delivering what they will want or need next. This can happen through predictive personalization based on each customer’s unique journey.”

The Future of Financial Services



Wow wealth and asset management customers with personalized, digital-first experiences.

Wealth and asset management firms can invest in automation to delight their customers with personalized experiences and improve customer satisfaction. By investing in ongoing innovation to reduce the number of manual steps, firms can also reduce costs.
of customers switched their wealth management provider for an easier, more intuitive experience.

“Customers told us that three out of the top five pain points in their digital experiences all tie back to poor personalization. Our experts say this all stems from scattered information.”

The Future of Financial Services


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