Back to All Events

Supporting the Evolving Customer: Responding to Shifts in Customer Needs

  • Shepherd and Wedderburn 9 Haymarket Square Edinburgh, Scotland, EH3 8FY United Kingdom (map)

How can financial services evolve as customers’ needs, challenges, and technology change?

As customer needs evolve, financial services must evolve with them. This event explores how firms can support customers through major shifts, from funding the transition to greener homes, to protecting against AI enabled fraud, and ensuring digital innovation does not leave vulnerable groups behind.

The discussion will focus on three pressing areas where the evolution of customer needs are most visible.

Financing the transition to sustainable living

  • How can financial services help customers access costly but long-term beneficial retrofitting upgrades, such as energy efficiency improvements, without creating financial strain or exclusion?

Protecting customers in an AI enabled risk landscape

  • As AI generated voice and identity fraud accelerates, how can firms safeguard trust, protect customers and design security that works for all without increasing friction or fear?

Delivering digital innovation without digital exclusion

  • How can firms continue to enhance digital products and experiences while supporting customers who are unbanked, lack formal ID or cannot afford the technology now required to engage?

Through practical examples, interactive breakout groups, and forward looking discussion, this event will explore what responsible and inclusive support looks like when customer needs are evolving faster than ever before, and the role financial services must play in ensuring no customer is left behind.

Event Agenda

  • 5:30pm – Welcome drinks and Canapés

  • 6:00pm - Panel Discussion and Q&A

  • 6:45pm – Breakout group discussion of solutions to the challenges addressed during the panel

  • 7:00pm Event Close


Sign up for this event below:

Previous
Previous
11 June

The BIG Breakfast – How Trust Holds The Key To Success For Marketers