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AI Customer Experience for Banking & Insurance

CX and digital banking teams can deploy AI chatbots, personalised recommendations, churn prediction, and sentiment analysis to deliver scalable, hyper-relevant customer experiences while reducing operational costs by 30-50% and improving satisfaction scores by 15-25 points.

Equip customer experience, contact center, and digital banking teams with AI tools to personalise interactions, automate support, predict churn, and deliver hyper-relevant financial product recommendations. Built for banks, insurers, and fintech platforms serving millions of customers across Southeast Asia's competitive financial services landscape.

Duration3-4 days
InvestmentUSD $20,000 - $35,000
Best forCX leaders, contact center managers, digital banking product owners, and insurance customer service teams seeking to scale personalised experiences while reducing operational costs

THE CHALLENGE

Sound familiar?

Our contact center handles 50,000 calls per month asking the same 10 questions — AI chatbots could resolve 70% of them instantly.

We're sending the same generic marketing emails to 2 million customers instead of AI-personalised offers based on behavior.

Customer churn is 15-20% annually, but we don't know who's at risk until they've already closed their accounts.

Our Net Promoter Score is stuck at 25 because customers wait 10+ minutes for basic support during peak hours.

We launched a mobile banking app, but 60% of customers still call the contact center for simple transactions like bill payments.

Insurance claims processing takes 7-14 days because we're manually reviewing documents and making payment decisions.

Trusted by enterprises across Southeast Asia

Financial Services
Healthcare
Education
Manufacturing
Professional Services
Government

OUTCOMES

What you'll achieve

Problems you'll solve

  • Contact centers overwhelmed with 40-60% of inquiries being routine questions resolvable by AI chatbots
  • Customer churn at 15-25% annually due to inability to identify and intervene with at-risk customers
  • Marketing campaigns delivering sub-2% conversion due to generic, untargeted product offers
  • Customer wait times averaging 8-15 minutes during peak hours, driving negative satisfaction scores
  • Digital channel adoption stagnant because customers lack personalised onboarding and education
  • Claims and support case resolution taking 7-14 days due to manual document processing

Value you'll gain

  • Cost Reduction: Lower contact center costs by 30-50% through AI chatbot deflection of routine inquiries
  • Revenue Growth: Increase cross-sell conversion by 3-5x using AI personalised product recommendations
  • Churn Prevention: Reduce customer attrition by 20-30% through AI early warning and retention interventions
  • Speed Improvement: Resolve 70% of support cases instantly via AI self-service instead of 24-48 hours
  • Satisfaction Gains: Improve NPS by 15-25 points through faster, more personalised customer interactions
  • Efficiency Gains: Free customer service teams to focus on complex cases requiring empathy and judgment

OUR PROCESS

How we deliver results

Step 1

CX Journey Assessment

We map your customer journeys across digital banking, contact centers, branch networks, and insurance touchpoints to identify AI automation and personalisation opportunities.

Step 2

CX Training Customisation

We tailor the programme to your customer segments (retail banking, SME, wealth, insurance), channels (mobile app, contact center, branches), and CX priorities (cost reduction, churn prevention, revenue growth).

Step 3

Hands-On AI CX Training

Your CX, digital, and contact center teams gain practical experience with AI chatbots, recommendation engines, sentiment analysis, and churn prediction tools across 3-4 days of workshops.

Step 4

Use Case Development

Teams design 3-5 AI CX use cases (e.g., AI loan officer chatbot, churn prediction model, personalised insurance quotes) tailored to your customer base and strategic priorities.

Step 5

Implementation & Performance Tracking

We provide 90-day support including chatbot training, recommendation model tuning, A/B testing frameworks, and CX metrics dashboards to measure AI impact on satisfaction and efficiency.

What you'll receive

  • Customised AI CX training programme (3-4 days)
  • 5 training modules with hands-on labs and CX case studies
  • 3-5 AI CX use cases with implementation roadmaps and ROI analysis
  • A/B testing and performance measurement frameworks
  • CX metrics dashboards tracking AI impact on satisfaction and efficiency
  • Regulatory compliance documentation for AI customer-facing systems
  • 90-day post-training support and implementation guidance

Best for

CX leaders, contact center managers, digital banking product owners, and insurance customer service teams seeking to scale personalised experiences while reducing operational costs

IS THIS RIGHT FOR YOU?

Finding the right fit

This is ideal for you if...

  • Banks and insurers seeking to scale personalised CX while reducing operational costs
  • Contact center leaders overwhelmed by routine inquiry volume and long wait times
  • Digital banking teams looking to boost mobile app engagement and self-service adoption
  • CX functions facing high churn and struggling to identify at-risk customers
  • Institutions preparing to deploy AI chatbots, recommendation engines, or retention models

Consider another option if...

  • Organizations without CX teams or customer data infrastructure
  • Teams expecting AI to eliminate all human customer service (hybrid models are optimal)
  • Institutions unwilling to invest in A/B testing and continuous model improvement

See yourself in the list above?

Let's Talk

CURRICULUM

What you'll learn

2 days total

Introduction to AI in CX, chatbot technologies, personalisation engines, and AI ethics for customer-facing systems.

What you'll be able to do

  • Explain how AI transforms customer interactions from transactional to personalised and predictive
  • Identify high-impact AI CX use cases across digital banking, contact centers, and insurance
  • Assess trade-offs between AI automation and human touch in customer service
  • Navigate privacy and fairness considerations for AI personalisation and profiling
  • Evaluate AI CX vendor capabilities and integration requirements

EXPLORE MORE

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