Digital transformation Archives - Wealth Transformation Summit 2025

Zendesk CX Trends 2024: Advancing Channels of Customer Support in Financial Services

May 2, 2024 / Emma Storr / 0 comment

The financial services industry has a history of reliance on human interaction for customer support, but this legacy shouldn’t stand in the way of innovation: the landscape is rapidly evolving.

Zendesk CX Trends 2024: The Importance of Data Protection in Building Customer Trust

April 25, 2024 / Emma Storr / 0 comment

The Zendesk CX Trends 2024 Report highlights the top 10 trends that are most important to creating a positive CX. The financial services industry has long been a custodian of sensitive data, but with the mass adoption of generative AI, the question of customer trust in data security has become paramount.

Zendesk CX Trends 2024: How AI is Influencing Customer Experience in Financial Services

April 18, 2024 / Emma Storr / 0 comment

The Zendesk CX Trends 2024 Report highlights the top 10 trends that are most important to creating a positive CX. The transformative power of AI is at the heart of this year’s trends, with the capacity to improve all aspects of the customer journey, and in turn, enhance CX.

The Evolving Landscape of Customer Experience in Financial Services

February 13, 2024 / Emma Storr / 0 comment

Customer experience is a constant priority within all areas of the financial services industry, but with the introduction of regulations like Consumer Duty, more demand for transparency from customers and an ever-growing focus on digital experiences, the area is undergoing significant transformation.

Co-located Summits

About Wealth Transformation Summit

Wealth Management Transformation Summit enables Wealth Firms and Private Banks to assess the impact of digital transformation and progress their digital journey.

Co-located at MoneyNext 2024, attendees benefit from complimentary access to 3 further established industry events; Banking, Lending and Insurance Transformation Summits.