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Revolutionizing Onboarding: How Generative AI Improves Customer Acquisition in Banking

CXO Bespokes Dinner - USA New York

Revolutionizing Onboarding:
How Generative AI Improves Customer Acquisition in Banking

Join us for an exclusive dinner focused on the transformative impact of generative AI on customer onboarding and acquisition in the banking sector. This gathering will bring together banking executives, technology leaders, and customer experience experts to discuss innovative strategies and share insights on enhancing the onboarding process through AI technologies.

EVENT DETAILS

Date:
Date: May 2025
Timings:
6:30pm - 10:00pm
Venue and Location:
Venue and Location: 5*, New York

Key takeaways

Enhanced Personalization

Generative AI enables banks to tailor onboarding experiences based on individual customer data, leading to improved engagement and satisfaction
Streamlined Processes

AI technologies can automate repetitive tasks, reducing onboarding time and increasing efficiency, ultimately speeding up customer acquisition

Intelligent Chatbots

Implementing AI-powered chatbots provides real-time assistance to new customers, answering queries and guiding them through the onboarding steps
Document Automation

Generative AI can facilitate the processing of customer-submitted documents, ensuring quick validation and minimizing errors in the onboarding process
Predictive Analytics

By analyzing historical data, generative AI can identify potential challenges in onboarding and provide proactive solutions to enhance the customer journey
LLM Code Optimization

Large language models (LLMs) can enhance the onboarding process by optimizing the code used in customer-facing applications, improving performance and reducing errors, which contributes to a smoother and more efficient onboarding experience
Improved Communication

AI can generate personalized onboarding materials and communications, ensuring clarity and consistency in messaging throughout the process
Feedback Loop

Generative AI can analyze customer feedback during onboarding, allowing banks to continuously refine and improve the onboarding experience
Training and Support

AI technologies can support staff training by providing instant answers and resources related to the onboarding process, improving service quality
Collaborative Innovation

The event highlighted the importance of collaboration among banking professionals to share insights and best practices for effective onboarding strategies
Future Outlook

Generative AI is positioned to be a critical tool in reshaping customer acquisition strategies, setting the stage for ongoing innovation in the banking sector.

Agenda

  1. 18:00 – Registration and Networking Drinks Reception

  2. 18:45 – Welcome and Introduction

  3. 19:00 – Panel Discussion

  4. 19:30 – Dinner Served

  5. 20:15 – Presentation

  6. 20:35 – Q&A Session and Best Practices Discussion

  7. 20:45 – Coffee, Desserts and Networking

  8. 21:45 – Closing Remarks

Complimentary Passes:

FREE passes are available only to Banking delegates with the following Job titles CEO, CIO, CTO, COO, Chief Digital Officer, Chief Data Officer

Head / SVP / EVP / Managing Director applies to below

Generative AI, Digital Banking, Digital Transformation, Strategy, Customer Experience, Innovation, Analytics, Transformation, Machine Learning, AI, Robotics, Retail Banking, Infrastructure, Omni Channel, Consumer Banking, Core Banking, Banking Technology, Digital, Lending, Fraud, Risk and Compliance, ESG, Sustainability.
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