Guided CX: Why visual engagement apps should be in your portfolio

About this talk More than half of companies have or will have a formal CX transformation project underway this year. Among the many initiatives, organizations are leveraging visual engagement applications (video, screen-sharing, and co-browsing) to their customer interaction options.

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.

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