AI-Driven: Transforming Service, Increasing Revenue & Customer Experience
AI-driven customer experience for insurance and asset management — chatbots, sentiment analysis and process automation that lift retention, revenue and trust.
Format
Classroom · Virtual
Upcoming sessions
Pick a session to applyADMISSIONS OPENThe programme
Customers of insurers and asset managers now expect instant, hyper-personalised service, and firms still routing everything through manual processes are losing them. This programme equips customer experience, digital and operations teams to put AI to work across the engagement lifecycle: chatbots and virtual assistants in service delivery, sentiment analysis and predictive analytics for real-time feedback, and automation of repetitive processes such as KYC, fraud detection and document verification. Ethical AI and regulatory compliance — GDPR and PSD2 included — run through every session. The cohort works through live AI demonstrations and leaves with an actionable implementation roadmap.
What you will do
Who attends
- Heads of customer experience and service in insurance and asset management
- Digital, technology and operations teams
- Strategy, marketing and business development leaders
- Risk and compliance managers
- Bancassurance and distribution management
Programme agenda
Built for the decisions no textbook prepares you for
I.AI and the customer experience mandate
- AI’s role in CX transformation across insurance and asset management
- What hyper-personalised, instant service now demands
- Competing with fintech disruptors on experience
II.AI in service delivery
- Chatbots, virtual assistants and service automation
- AI applications in mobile, social media and digital payments
- Customer insight: analysing behaviour and predicting needs
III.Operations, ethics and compliance
- Automating KYC, fraud detection and document verification
- Ethical AI: fairness, transparency and customer trust
- Regulatory compliance including GDPR and PSD2
IV.Feedback, retention and the roadmap
- AI-powered sentiment analysis and real-time feedback systems
- Retention and engagement techniques that reduce churn
- Live AI demonstrations and your implementation roadmap
Frequently asked
Who should attend this AI-driven customer experience programme?
It is built for insurers and asset managers: heads of customer experience and service, digital, technology and operations teams, strategy, marketing and business development leaders, risk and compliance managers, and bancassurance and distribution management. Participants should own or influence how customers are served.
What AI applications does the programme cover?
Chatbots and virtual assistants in service delivery, sentiment analysis and predictive analytics for real-time feedback, AI-driven retention techniques, and automation of repetitive processes such as KYC, fraud detection and document verification. Live AI demonstrations run through the sessions, and the cohort leaves with an actionable implementation roadmap.
How does the course handle ethics and regulation such as GDPR and PSD2?
Ethical AI and regulatory compliance — GDPR and PSD2 included — run through every session as design constraints on fairness, transparency and customer trust. The programme is professional training, not legal advice; regulatory interpretation should rest with your own counsel.
Is the programme available in-house and in French?
Yes. BIZENIUS delivers the programme in English and French, and an in-house edition can be tailored to your firm’s products, channels and service model. Sessions run on a rolling calendar with dates confirmed on request, and fees and quotations are provided on enquiry.
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In their words
Knowledge transfer, emphasised throughout
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From the Mandate Record
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Winning the adoption war after winning the product war
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Take the brochure with you.
One request — the full agenda, the faculty and the next cohort dates, sent personally by the admissions team.