Webinar

Harnessing AI for Customer Engagement in Financial Services

AI is transforming customer engagement, marketing efficiency, and personalization in financial services—but campaign success depends on how well AI understands customer behaviors, preferences, and intent. This session will bring together experts from Adastra, Munvo and Redpoint to explore how financial institutions can improve their data to tailor financial journeys that reduce churn, drive conversions and promote cross-selling and upsells.

The panelists will discuss how AI enables you to:

• Build Better Personas – Use your customer data and AI tools to understand your best customers and create actionable profiles.
• Power Personalized Interactions – Target customers based on real-time behaviors and predictive insights to drive next best actions.
• Optimize Efficiency & Spend – Reduce wasted ad spend and increase conversions.