Signed, sealed and delivered: Customer experience strategies for financial services

Are electronic and digital signatures the missing link in your organisation’s digital transformation?

According to the Econsultancy Digital Trends in Financial Services and Insurance report, just 9 percent of financial services and insurance organisations describe themselves as digital-first. Promising ease of use, proof of execution, seamless form filling across devices and secure verification, e-signatures might just fast-track financial services firms on the trail to digital.

In an era less affected by physical location, where customers and clients are time poor, and the barrier to entry for market disruptors is much lower than before, financial services companies know that they must excel at customer experience in order to survive and thrive. They must understand their customers’ needs, speak to them with one voice and reach them wherever they are, regardless of device or location.

Get it right and the business will prosper – 80% of us are loyal to a brand that offers “delightful experiences”. Get it wrong and it’s your competitors who will prosper – 51% of potential customers say they would choose an unknown brand.

This is the challenge that faces today’s organisations. At this financial services-focused CBR Dining Club event, in association with Adobe, we will discuss strategies to deliver loyal brand connections through end-to-end customer interactions and explore the role e-signatures play in automating internal and external experiences.

You will hear from finance industry experts and, as always, the evening provides a chance to discuss the issues that matter most to you with industry peers and insiders. For those responsible for enterprise decision making and ensuring the customer experience is the best it can be, this is an event not to miss.