Module 1 — AI and the Next Generation of Customer Experience
- The role of AI in banking customer experience
- Customer 360 and a holistic view of the customer
- Next Best Action
- Next Best Offer and personalized propositions
- Hyper-personalization
- Delivering the right experience at the right time
Module 2 — AI-Powered Customer Analytics
- AI-assisted customer segmentation
- Churn prediction and identifying customers at risk
- Sentiment analysis of customer feedback
- Customer behavior and interaction analysis
- Identifying customer needs and behavioral trends
- Turning analytical insights into customer actions
Module 3 — Generative AI and Intelligent Customer Service
- Generative AI-powered customer service
- AI customer assistants and next-generation chatbots
- Agentic Customer Service and AI Agents
- Analyzing and routing customer requests
- Personalized customer communications
- Human agent + AI collaboration
Module 4 — Risks of AI-Powered Personalization
- The boundary between personalization and manipulation
- Bias and the risk of unfair customer treatment
- Customer data privacy
- Transparency in AI-assisted decisions
- Maintaining customer trust
- Human oversight in critical customer processes
Workshop — “Redesign the Banking Customer Journey with AI”
Participants analyze a sample banking customer journey and identify where AI can create value across different customer touchpoints.
From customer acquisition and product usage to customer service, loyalty and retention, participants explore opportunities involving personalization, predictive analytics, Generative AI and AI Agents.
By the end of the workshop, teams design an AI-enabled customer journey aimed at improving customer experience and business outcomes while maintaining privacy and customer trust.