Financial Services Masterclass: Enriching the Customer Journey With Intelligent Automation

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Join the first in a series of masterclasses presented by SS&C Blue Prism exploring intelligent automation (IA) in the financial services industry.

In the financial services industry, the strength of customer relationships often depends on the moments of truth in the customer journey:  A simple onboarding process that allows customers to sign up quickly without back and forth; assistance with loans or overdrafts when needed; and the ability to quickly inform providers about circumstance changes – these can all contribute to building deep and lasting customer relationships. 

Join us for a 30-minute masterclass with our intelligent automation (IA) experts as they share their experience and tips on how to enrich your customer journey.

Here's why you don't want to miss this transformative session:

  • Experienced practitioners: Hear from industry leaders in financial services and how they help their customers navigate complex processes quickly and comfortably. 
  • Practical insights: Gain actionable insights to simplify customer onboarding by streamlining internal and customer experience processes.
  • Real-life use case: How automation enables firms to focus on enhancing soft skills to manage the bereavement process with greater sensitivity.

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