The Future Of Experiences In Financial Services

July 26th, 2023

Peter Wannemacher Principal Analyst

Zhi-Ying Barry Principal Analyst

Julie Ask

With contributors:

Fiona Swerdlow , Gabrielle Raymond , Taylor Hansen

Summary

Future consumer digital experiences in financial services will be more invisible and immersive. Financial service firms will engage customers more proactively to achieve better outcomes. They will use intelligent assistants — avatars with “memories” and knowledge of the individual user — to help customers make better financial decisions and help prospects choose the right financial product for them. This report offers examples of invisible and immersive experiences in financial services.

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