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  • calender-icon Event
  • Conduct Risk & Regulation
  • Posted: 24 Jul 2024

Navigating Consumer Duty in Finance: Linking Customer Experience to Customer Operations using AI

26
Sep
2024

Book your place
  • Calender-Icon Time: 09:30 - 13:00
  • Location-Icon Location: London
  • Admin-Icon Organised By: Kerv
  • Currency-Icon Free to attend

A free event hosted by Kerv

Join us to discover how you can be taking advantage of the new consumer duty legislation to make your customer experience better for everyone you serve and support.


Key themes for the day:

  • Learn how you can retain and grow your clients whilst delivering a positive outcome through the new consumer duty legislation.
  • Hear how Skipton Building Society have provided a streamlined CX and served their vulnerable consumers with the right support, products and assistance.
  • Deliver the right customer experiences to your vulnerable consumers by utilising AI and Data: linking your contact centre and CRM (a live demonstration of Genesys Cloud & Microsoft Dynamics 365).
  • Provide a streamlined customer and user experience while ensuring compliance through joined-up tech and AI.

Agenda: 

09.30: Arrival and coffee

10:00: What does the new Consumer Duty legislation by the FCA really mean for FS organisations and how do they get ahead of them to avoid penalty?

10.30: Hear the Genesys view on the new legislation and how they have invested in their technology to ensure their FS customers can deliver the right level of support.

10:50: Hear how Skipton Building Society have transformed their CX whilst complying with the new legislation and giving their vulnerable customers the level of support they need.

11:10: Discover how linking your CRM and contact centre allows your agents to deliver the right experience to your consumers by providing them with the data and tools they need.

12:00: Q&A – your questions answered.

12:30: Lunch & optional tour of the museum

We will then be hosting a roundtable session from 1:15pm onwards for those who would like to network, hear how others have been impacted, the solutions they’ve implemented and their plans to get ahead of the new rules.


agenda.png  Date:
  Thursday, 26th September 2024

  Venue:
  London Transport Museum, London WC2

sessions-(1).png  Timings:
  09:30 - 13:00

Currency-image.png  Cost:
  Free to attend

register.png  Register: 
  Complete the online form to secure your place.
          
contact.png  Contact:
  Please direct any enquiries to Jas Bansal - jas.bansal@kerv.com

At Kerv, we leverage the power of technology to help our customers stay ahead, providing end-to-end cloud solutions and digital transformation.

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