What Banks Can Learn From the Insurance Industry

Banking on Disruption

This episode we unlock lessons from the tech-driven disruption in the insurance industry with the brilliant Chelyn Briand. We dissect recent shifts & trends and discuss takeaways for banks and credit unions. Together, we peel back the layers of outdated systems, revealing how innovation is not just transforming operations but also breathing new life into customer service.

Sharing her hands-on insights, Chelyn demonstrates how AI and Service Cloud are not just buzzwords but game-changers in 24/7 customer assistance, reshaping the way smaller companies craft customer experience and fostering much-needed financial inclusion.

Chelyn also shares her recent odyssey with #Ship30for30, where she has challenged herself to write and publish a new piece of content every day this January. Considering how critical digital content and social media strategy are for professional growth, this discussion is not to be missed.

Later, in our Quick Takes segment we pivot to discuss the top Bank & Credit Union marketing trends of 2024, and what that means for your marketing team’s focus. We also review the recently launched #RabbitR1, discussing its features and dissecting the strategic partnership between them and the innovative AI platform Perplexity.

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(05:08) - Technology Advancements Insurance

(17:11) - AI in Insurance and Financial Inclusion

(29:15) - Insurance and Banking's Future With AI

(42:33) - Digital Writing & Leveraging LinkedIn

(54:51) - Priorities & Challenges in Financial Marketing

(01:08:41) - Social Media & AI

(01:22:49) - Partnership Opportunities for Financial Institutions

(01:32:58) - Bank Strategies for Customer Engagement