CCW Digital：2026人工智能时代下对银行业、金融业及保险业客户体验的再思考研究报告（英文版）（37页）.pdf

1、CUSTOMER CONTACT WEEKDIGITALCUSTOMER CONTACT WEEKDIGITALCUSTOMER CONTACT WEEKDIGITALRethinking Banking,Finance&Insurance CX In The Age Of AI2026 V E RTI C A L M A R K E T S TU DY:2026 VERTICAL MARKET STUDY:RETHINKING BANKING,FINANCE&INSUR ANCE CX IN THE AGE OF AIW W W.C U S TO M E R C O N TAC T W E

2、E K D I G I TA L.C O M 2When it comes to customer experiences,the banking,financial services and insurance(BFSI)industry is incredibly unique.Navigating personal needs,strict regulatory requirements and a push for hyper-personalized,instant support is not easy.In todays environment,customers are not

3、 just looking for a quick resolution they are often coming to their bank or insurance provider with complex questions and seeking guidance on,at times,deeply personal financial concerns.Add in the increasingly automated,digital environment,where customers are empowered to access their financial ecos

4、ystem whatever/whenever.This leaves organizations in an increasingly difficult position,working to provide comprehensive support with an empathetic approach.These goals may not seem dramatically dissimilar to those found in other industries,but BFSI is unique in the level of urgency and the high sta

5、kes nature of interactions.Personalized support or financial guidance can make an impact on a customers livelihood,their future financial goals or insurance coverage.These add up more than just a one-off refund.With this added pressure,customers often demand more from their financial institutions wh

6、en it comes to service.BFSI leaders are now placed in a critical position and CCW Digital aims to uncover the leading CX priorities fueling the next-stages of growth.By shedding light on key challenge areas,growth opportunities and outstanding feedback loops,organizations can lead the future of fina