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Blended intelligence in the battle for CX

Winning loyalty and share of wallet in financial services

The new battle plan for customer service is ‘blended intelligence’ – a way to create memorable authentic customer experiences that combine the best of tech with the best of human interaction. Problem is, in financial services, it doesn’t exist. You have to create your own blend. Here’s how Dynamics 365 can help.

The fight for differentiation and loyalty in financial services isn’t new. But your enemies are.

Digital-savvy challengers

How do you compete with the cool kids?

Omni-channel experience

A necessity not a nice-to-have

Open banking and APIs

Are you losing your customer relationships?

Dehumanisation

The greatest danger of digitisation

The blended intelligence advantage

Human-machine spectrum

It’s not about humans. It’s not about bots. It’s both.

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Moments that matter

When customers really need to talk to a human.

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Curation beats knowledge

Why ‘search and find’ is the top new skill for customer service.

FIND OUT WHY
Edugagement

Financial products are important and complex. No wonder customers switch off.

WHAT YOU CAN DO
Single customer view

The things your Customer Service team could do with single customer view.

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Social first

Customer services is going social and what you need to do about it.

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Service sales blend

Take Customer Service from cost-centre to revenue stream with the right tech.

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Up and running, up to date

Efficiency is still top of the agenda with blended intelligence

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Playbook cover

Digital transformation for customer services

Blended intelligence represents an ambitious but achievable goal for Customer Service and CX leaders in financial services.

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Drive digital transformation with a new approach

Drive business results by connecting people, products, services and data with next-generation, multi-channel applications from Dynamics 365.

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Moving business forward