Read Time: 8 Minutes
83% Financial Services leaders agree that investing in AI at their institution is table stakes for customer engagement for 2024. But, what do customers want and where do you start?
AI is quickly becoming the new standard that is reshaping the future of customer engagement and operational efficiency for financial services. In fact, 88% of Financial Services leaders predict AI virtual assistants will handle all customer engagement interactions within the next 2 years. But, how you view and leverage AI is instrumental in success and meeting customer expectations.
Powered by insights from our survey of over 1,700 banking customers and over 300 banking leaders, this report takes a deep look at AI's current and future role in financial services to drive engagement and increase efficiency.
Get Your Copy
By clicking submit you consent to receive email communications about Engageware products and services and agree to our Terms of Use. Your data will be processed in accordance with our Privacy Policy. You may opt out at any time.
Key Findings
93%
of financial services leaders are convinced that AI will be instrumental in enabling financial institutions to proactively meet customer needs.
88%
of financial services leaders predict AI virtual assistants will handle all customer engagement interactions within the next 2 years.83%
of financial services leaders agree that investing in AI at their institution is table stakes for customer engagement for 2024.75%
of leaders feeling overwhelmed with the number of solutions that their institution has in place.
“We're currently at a pivotal moment of transformation in the financial services industry. Institutions embracing an 'AI-led' strategy stand to gain a significant competitive edge in the next three years. Conversely, those unable to adapt may find themselves at risk of losing market relevance, falling further behind.”
Martin Frascaroli
Chief Strategy Officer and AI Expert
Engageware
