Omnichannel Personalised Interactions 

Virtual Private Roundtable

Wednesday 20th November [11:00 – 12:00 GMT]

“Around 84% of consumers feel that the experience a company delivers—including value, personalization and transparency—is just as important as the goods and services it sells” – Forbes 2024

With advanced digital tools transforming insurance, customers now expect personalised and seamless experiences across all channels. Yet, over 40% of insurance customers report dissatisfaction with their current digital interactions [McKinsey, 2023]. And as the industry continues to commoditise, insurers are now in a race to diversify their strategies and offerings to maintain their competitive edge.

 

The challenge is, many insurers grapple with fragmented customer data and legacy systems, leading to inconsistent experiences across different platforms and the risk of non-compliant policies [McKinsey, 2024]. This disjointed structure not only erodes customer trust but also exposes insurers to significant financial risks and fines. And with customer experience now being a critical predictor of financial success, failing to prioritise seamless interactions is no longer an option.

 

So, how can you effectively leverage advanced digital tools to deliver a truly omnichannel customer experience that is consistent, trustworthy and personalised?

ATTENDEES

Senior decision-makers with a focus on Finance and Accounts Receivable executives within mid-sized organisations. This discussion will be valuable to you if you’re looking to identify actionable strategies to streamline your cash collection processes to safeguard your organisation’s financial health and maintain its competitive edge.

 

Attendance is capped to ensure every participant can contribute. The meeting is only open to invited participants or those who have been referred by a colleague or our partner, Quadient.

OUR CLUB PARTNER

A special thank you to Quadient for their continued support of the Change Makers Club.

 

Quadient Accounts Receivable by YayPay is an intelligent AR platform powered by data science for finance, credit and collections teams. Quadient automates the entire AR process, from credit to cash application, reducing manual work and saving time, helping collection teams see a 3x increase in productivity and strong ROI. With a range of clients including Cheetah Digital, WS Audiology and LogMeIn.

THE EXPERIENCE

All of our roundtables are focused, collaborative and informative. Thanks to a chaired and moderated discussion you will: gain insights and ideas from thought leaders, benchmark your own plans within a collaborative and confidential environment and network with an exclusive group of senior executives in similar size organisations to you.

The Team

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James Harris

Founder
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William Russell

Club Director
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Lily Patterson

Club Director
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Elle Brasier

Head of Operations

OUR SUSTAINABILITY PLEDGE

 

We’re committed to supporting our society and environment. When you attend a Change Makers Club event, we pledge to neutralise your carbon footprint. To offset your travel or energy usage we will plant a tree via One Tree Planted. Once mature, the average tree has a net absorption of 30 kg of CO2 per year, which equates to 227 miles of travel by car or 96 hours of office usage. You can see our maths here.

 

Learn more here: https://onetreeplanted.org/

If you have a question about attendance, please contact me:

Lily Patterson

Club Director, Change Makers Club

 

Tel: +44 (0) 7762 263219

Email: lily.patterson@changemakersclub.com

Address: 18-20 Huntsworth Mews, Marylebone NW1 6DD