AI and human CX maturity in insurance

As organizations adopt AI to boost contact center efficiency, the importance of authentic, human-led support remains essential, especially in regulated industries such as financial services. This webinar will show how Glance Cobrowse for Microsoft Dynamics 365 Contact Center, now available on Microsoft AppSource, enables service teams to deliver seamless, secure, and highly personalized experiences directly within the Dynamics 365 workspace. Key takeaways: How Glance's cobrowsing, screen sharing, and live video capabilities integrate natively into Microsoft Dynamics 365 workflows The value of combining Microsoft Copilot's real-time agent assistance with Glance Cobrowse to guide customers through complex processes Ways to trigger cobrowse moments using AI for timely, context-rich support Security and scalability features that meet the needs of highly regulated enterprises Proven strategies to reduce churn, build long-term loyalty, and increase revenue through upsell and cross-sell opportunities during live interactions

What if your digital banking experience knew you, not just your balance? At SoFi, it does. In a landscape where customers expect empathy as much as efficiency, banks and fintechs that fail to humanize AI risk losing trust – and business. Join leaders from SoFi and Glance as they explore how to design AI-driven digital banking that feels genuinely personal. We will dive into how capturing and supporting people at their most high-stress, high-value moments creates smoother experiences and drives measurable outcomes, like stronger loyalty and higher conversions. Learn how real-time engagement, behavioral insights, and emerging technologies can help financial institutions create experiences that are as human as they are intelligent. Key takeaways: How to integrate AI into customer journeys without losing authenticity Real-world examples of personalization that drive trust, loyalty, and conversions Strategies for creating meaningful digital engagement in financial services

About this talk We all know that support staff are at the forefront of driving great customer experiences. But the one thing that customer-centric companies understand well is that great CX is not the job of customer-facing teams alone – everyone has an equal role to play.