Overview
IAMAI and Salesforce have come together to explore the evolving Indian financial landscape. The focus of this roundtable is on enhancing customer experiences through digital banking, driven by data and advanced technologies like AI, ML and cloud analytics. Join us to discover how Salesforce's CRM magic supercharges sales and streamlines operations, all while fostering networking and collaboration among industry experts.
Key Discussion points
Enabling Financial Wellness at scale
- How is the BFSI sector leveraging data analytics to detect potential financial challenges of customers and providing them with proactive interventions and support?
- How can artificial intelligence assist with automated investment advice, tailored to customer needs?
- How can technology empower your customers to get expert guidance unobtrusively and at scale?
- Digital budgeting and money management apps are gaining traction and prominence. How will they impact the financial well-being of customers?
- How can businesses harness the treasure trove of financial behaviour related insights to deepen customer relationships and greater profits?
Leveraging the power of AI for building efficiencies
- What potential does AI hold in addressing information asymmetry in financial services?
- How can AI help financial firms reduce costs, grow revenue and improve efficiency & productivity?
- Gen AI opens doors to self-services that customers can access based on the data that the organisation has created over the years. What are the potential opportunities and pitfalls of Generative AI in Financial Services?
Delivering Personalised customer experience
- How do you consolidate all your data in one place and create a single view of the customer?
- How can enterprises leverage the power of data and AI to provide personalised services and improve customer experience, leading to increased customer loyalty and retention.
- How to provide personalised services and improve customer experience, leading to increased customer loyalty and retention.
- How does all this data allow businesses to understand customer needs and preferences?
- How can Data and AI allow businesses to understand customer needs and preferences better?
- What impact will it have on their marketing, sales and service?
Digital transformation
- What advantages can an organisation expect to gain when it embarks on digital transformation to enhance its core operational functions, including operational efficiencies, productivity improvements and risk management?
- How does data analysis enhance end-to-end operations and overall effectiveness?
- How do you transform operations to reduce operational cost?
Agenda
08:30 AM - 09:00 AM
Registration & Hi-Tea
09:00 AM - 09:10 AM
Welcome Note by IAMAI & Salesforce
09:10 AM - 10:30 AM
Panel Discussion over Breakfast
10:30 AM - 10:40 AM
Thank you note by IAMAI & Salesforce
10:40 AM Onwards
Networking
06:30 PM - 07:00 PM
Registration
07:00 PM - 07:10 PM
Welcome Note by IAMAI & Salesforce
07:10 PM - 08:30 PM
Panel Discussion
08:30 PM - 08:40 PM
Thank you note by IAMAI & Salesforce
08:40 PM Onwards
Networking Dinner
