Unlock Data to Revolutionize Your Contact Center & Customer Experience Success!

Siloed data sets, industry regulations, and complex, legacy systems have made it incredibly difficult for financial institutions and insurance companies to deliver seamless and personalized customer experiences. As a result, banks, wealth and insurance firms are seeing decreasing CSAT, NPS, and higher customer and agent churn. In order to grow and thrive, businesses must adopt a data-driven strategy and transform their contact centers, which are critical customer touchpoints.

In this webinar, learn and discover:

Contact Center trends happening in the Financial Services and Insurance industries
Key transformation and solution imperatives with data and AI, modernizing contact centers to drive improved customer experiences, greater agent performance and streamlined operational efficiencies.
Insights on how other customers are modernizing their contact center operations

About the speakers

Phil Walton

Director – Financial Services, Tableau

Phil is a Director for Tableau’s Financial Services Industry and a “Dynamic Leader” with 35 years of large-scale sales and revenue management in the financial services industry. His technology experience spans global financial services organizations, technology firms and consulting firms. He has deep knowledge in the global financial services industry with executive sales management, customer relationship management, retail and consumer banking; branch, mobile and call center technology, credit card processing, mortgage processing, insurance, wealth management, brokerage and capital markets.

Phil is well respected in the Global Financial Services Industry having held CEO and leadership positions at leading organisations, has led several industry Thought Leadership Conferences and a Financial Services Industry Board of Advisors for 30 of the largest institutions around the world.

Laura Record

Principal Solution Engineer

Laura has been with Tableau for 7 years and is aligned with enterprise accounts.

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