>Across Generations As financial institutions prepare for a significant intergenerational transfer of wealth, projected to reach $2.5 trillion to younger generations by 2025, staying competitive means meeting the changing needs of customers of all ages.
According to an industry survey conducted
in collaboration with Harris Poll, 95% of financial leaders recognize the need to improve customer relationships as banking preferences continue to evolve. To stand out in a competitive market, organizations must meet the specific demands of Gen Z and Millennials, while maintaining strong relationships with Gen X and Boomers.
Here are the top strategies for your financial institution to stay relevant and build loyalty across generations.
Prioritize an Omnichannel Experience
Across generations, customers expect consistent service, whether gambling database they interact online, through apps, or in-branch. An omnichannel experience is essential to ensuring customers can move effortlessly between these touchpoints.
Offering a customer service solution
ensures your financial institution delivers a given the above and understanding that consistent experience across all channels, fostering loyalty and increasing satisfaction.
Banorte implemented Aivo’s virtual assistant and automated messaging to serve its retired customer segment, providing fast responses and personalized assistance on the customer’s preferred channels, which significantly increased customer satisfaction.
Did you know that 89% of customers
expect personalized experiences throughout their vietnam news latter journey with a brand? In addition, 67% of consumers prefer interactions with companies powered by AI – for their speed and 24/7 availability.
Aivo’s conversational AI solutions enable businesses to realize their full potential in every key interaction. Discover practical use cases and customized solutions that show how our technology improves customer service, strengthens engagement, and drives sales.
Boost sales, stand out, and lighten the workload of your team!
Here’s how our tools can help you:
– Automate and scale customer service efficiently.
– Design unique experiences that create lasting customer loyalty.
– Increase sales through intelligent and timely interactions.
Explore 11 conversational AI use cases from Aivo that can support all customer interactions and optimize your operations:
Lead capture with pre-registration flows for offers: Capture leads through targeted social media ads on WhatsApp, where users can sign up to receive personalized offers that integrate seamlessly with your CRM for efficient follow-up.
Pre-approved loan offers: Send proactive
notifications with credit offers directly to customers. WhatsApp, allowing them to quickly complete the application process without the intervention of an agent, creating a smooth experience.
Loan management with appointment scheduling: Automatic notifications and intelligent geolocation to suggest nearby branches; customers can easily schedule appointments and apply for loans, optimizing their time and facilitating access to financial services.
