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Michael_Cooksey
Administrator
1 month ago

Financial Services | Leaders Network

  • 3 Topics
  • 0 Replies

Welcome & Introductions 👋

Start Here: Financial Services Group

Andrew_Thompson_Qualtrics
Groups Administrator
Andrew_Thompson_QualtricsGroups Administrator
Discussion: The opportunities and challenges of using AI in Financial Services

I hope everyone has had a chance to read the McKinsey + Qualtrics Potential of AI Report. If you haven’t, here is a shameful plug to give it a read! AI is a game changer, there is no disputing that. AI is transforming key things across industries by enhancing productivity, elevating growth, and providing opportunities for process improvement. HOWEVER, for those of us in Financial Services the adoption has been very slow and cautious due uncertainty on regulatory requirements, consumer protection laws, and uncertainty on how we’re keeping our clients personal & financial information safe from threats. Discussion questions for the group: Are you using AI professionally in your roles? What about personally? If so, would you feel comfortable sharing an example of how you’re using AI? How does your firm approach the use of AI in the workplace? Is it more of a productivity tool? Do you have teams in place that govern AI’s use across the organization? What challenges have you or your firms fa

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Andrew_Thompson_Qualtrics
Groups Administrator
Andrew_Thompson_Qualtrics
Groups Administrator
Andrew_Thompson_QualtricsGroups Administrator
Start Here: Financial Services Group

Welcome to the Financial Services Leaders Network Group! The Financial Services Group is a forum specifically for our Financial Services members. Here are some tips we recommend to help you get started: 👤 Update your profile: Upload a profile picture & fill out your profile fields so others can easily learn more about you. 🔔 Enable notifications: Make sure you follow the Group to receive notifications of new discussions and announcements. (instructions here) 👋 Introduce yourself: Head on over to our Introduction post and learn more about other members. You'll even earn a new badge to be displayed on your community profile when you introduce yourself! We hope this Group becomes a valuable resource for you all, as you build out successful experience programs in your organizations. We're so excited to have you here! 🎉

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Andrew_Thompson_Qualtrics
Groups Administrator
Andrew_Thompson_Qualtrics
Groups Administrator
Andrew_Thompson_QualtricsGroups Administrator
Welcome & Introductions 👋

Welcome to the Financial Services group! 👋 I’m Andrew Thompson, and I’m thrilled to have you join this specialized area within our Experience Community and Leaders Network. The financial services industry faces unique challenges and opportunities in experience management. This group is designed to foster discussions on how to enhance customer and employee experiences in this dynamic sector. Whether you’re focused on banking, insurance, or investment services, your insights are essential. Let’s explore: Digital transformation in financial services. Building trust and loyalty with customers. Navigating regulatory challenges. ➡️ Just click the “+ NEW POST” button to start a conversation or reply to an existing one. I’m excited to collaborate and share best practices with you! Best, Andrew

220
Andrew_Thompson_Qualtrics
Groups Administrator

About this group

Financial Services Leaders Network.

Members

SamG
Groups Administrator
JamesScutt
Administrator
ElieD
QPN Level 4 ●●●●
JuliaC
Administrator
ccarroll
Level 3 ●●●
Michael_Cooksey
Administrator
K
Tuanto
V
Level 1 ●
J
Level 4 ●●●●
samaterkader
XM_JoshB
Level 5 ●●●●●
Kwhiteman
m3gonzal
S
V
Qualtrics Employee
N
Andrew_Thompson_Qualtrics
Groups Administrator
F
PeterMc
Qualtrics Employee
J
V
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