In this episode, we explore the future of customer experience in financial services with David Gilchrist, Head of Product Development at Ocorian. David shares insights on how a global leader in corporate and fiduciary services, fund administration and capital markets can leverage digital transformation to enhance service, improve efficiency, and meet rising customer expectations.

Key Takeaways:

• The Shift to Digital-First Financial Services: How banks, asset servicers, and fintechs are leveraging AI, automation, and self-service models to enhance efficiency while maintaining regulatory compliance.

• Balancing Technology and Human Expertise in Finance: Why integrating digital tools must enhance—not replace—trusted client relationships, particularly in high-value financial transactions.

• Measuring CX Success in Financial Services: Key metrics and strategies to assess how digital transformation impacts customer satisfaction, operational efficiency, and business growth in regulated markets.

Placing the client at the center of every decision isn’t just a strategy—it’s a necessity. This episode explores how businesses can design their digital transformation efforts around real customer needs, ensuring both efficiency and satisfaction.

Join us for an insightful discussion on how technology is reshaping customer service and experience in the financial sector and beyond.