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Taking a Customer-Centric Approach to Insurance and Wealth Management

ActionIQ Thought Leadership Breakfast

Customer-Centric Approach to Insurance and Wealth Management with Merkle and Infosys Video

ActionIQ recently hosted a fascinating thought leadership breakfast with attendees including BNY Mellon, One Wealth Management, Morgan Stanley and more.

Watch the full video to hear Gary Bhattacharjee of Infosys discuss the imperative of AI in the wealth management sector—where an entire industry built to serve an older, wealthy population is now pivoting to serve a larger market demanding far more digital enablement and greater scale.

You'll also hear Aaron Tellier of Merkle highlight the challenges of hyper-competition in the insurance sector, where the advantages in customer acquisition and customer loyalty go to the firms who can intelligently process data the fastest.

Watch the full video now -->

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