Financial services firms are embracing AI to bridge the experience gap | Experience Community
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Financial services firms are embracing AI to bridge the experience gap

  • October 2, 2025
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JamesScutt
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While banks and insurers have made progress with digitization, they still lag behind retail giants like Amazon in customer experience delivery. According to new research, 72% of executives believe AI will transform their customer experience approach. However, legacy systems, data silos, and regulatory constraints continue to create friction points that prevent seamless omnichannel experiences.

 

The challenge isn't just technological—it's operational. Many firms rely on outdated sampling methods for quality assurance and struggle with manual compliance processes that drain resources while introducing risk.

 

Read the full ebook at https://www.qualtrics.com/ebooks-guides/cx-competitive-advantage-fsi/?utm_lp=xm+community 

 

How is your organization balancing the push for AI-driven personalization with the reality of regulatory requirements and legacy infrastructure constraints?