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System review: CogniClick for instant, personalised research reports using AI

Red Star Kim

CogniClick is a nifty system (backed by an expert team) to enable you to conduct fast, quick polls and pulse surveys amongst your clients and stakeholders and to also develop maturity assessments and similar thought leadership content.

Banking 130
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Software for Financial Services Companies: What’s Your Tech Stack?

Nutshell

Customer relationship management (CRM) Financial management Risk management Cybersecurity Trading and portfolio management Financial planning and analysis (FP&A) Data analytics and business intelligence Compliance and regulatory reporting Document management and collaboration Wealth management What software is used in financial services?

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Customer data privacy: A CX guide for 2024

Zendesk

Plus, proper data management can turn that cardboard box into a steel bank vault, helping ward off anyone looking to exploit your data. 83% of CX leaders say data protection and cybersecurity are top priorities in their customer service strategies. This also applies to your organization’s cybersecurity.

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Ethics of AI in CX

Zendesk

Research any AI technology before you use it to ensure it provides sufficient cybersecurity measures (depending on where you operate). For example, a bank might find that its creditworthiness algorithm has a racial bias and remove race as an input. Even the most careful parents can produce a child that is far from what they expected.”