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Revolutionising Customer Journeys with Intelligent Automation – blending digital and human capabilities to provide a step change in customer service

According to McKinsey, “Banks with the highest degree of reported customer satisfaction see deposits grow 84% faster than at banks with the lowest satisfaction ratings”.  In today’s competitive landscape we know customer onboarding and offboarding serves as foundational step in a customer’s journey and sets the tone for the entire consumer relationship. Yet, achieving a flawless experience for each customer can be labour-intensive and fraught with errors and delays due to fragmented, outdated systems and processes.

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Virtual Roundtable Discussion Points

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Accelerating customer loyalty; offering a more streamlined onboarding/offboarding process with a focus on personalised experiences.

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How leveraging automation technology can improve client communication and increase cross-selling opportunities for your business.

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How to manage fragmented technical infrastructure in a cost-effective way which works for your strategic framework?


Kuldip Sandu

Independent CXO Consultant with over 3 decades within IT at FTSE 1000 Companies

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Reasons to Attend a Virtual Roundtable

We facilitate discussions between like-minded business professionals to support new learnings, solve challenges and share ideas.
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Learn & Solve

Broaden your knowledge by learning from industry experts and take ideas and solutions back to the office.

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Connect & Build

Grow your professional network of similar-level executives with a wide range of backgrounds and skills.

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Share & Inform

Position yourself as a thought leader, present your work and experience and also receive feedback on your ideas.

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Trusted by the world's biggest organisations...

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Meet our Partner, SSC

SS&C is a leading global provider of mission-critical, cloud-based software and solutions for the financial and healthcare industries. Named to the Fortune 1000 list as a top U.S. company based on revenue, SS&C (NASDAQ: SSNC) is a trusted provider to more than 20,000 financial services and healthcare companies, with over 25,000 employees and operations in more than 40 countries. Built upon a foundation of expertise, innovation and excellent customer service, SS&C powers some of the largest financial and healthcare firms in the world.

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