In this webinar, we explore how financial institutions, including banks and insurers, can elevate customer insights from reporting to a shared, strategic decision foundation. Drawing on experience from regulated environments, the session shows how modern ways of working and AI can shorten the time from data to insight and from insight to decision, without compromising governance, data quality, or control.

Marta Marszalek, Head of Customer Support currently at Greenely but with previous experience from insurance, and Jonny Abrahamsson, Sales Executive at Netigate, will share complementary perspectives on how customer insights can support strategic decision-making across CX, digital, product, and leadership teams.

You will learn how to: 

• How financial institutions can turn customer feedback into a strategic asset for prioritisation and decision-making.
• How to create a single source of truth for customer insights across teams.
• How to translate customer insights into clear, measurable outcomes that leaders can trust.

We’ll wrap up with a live Q&A, so bring your questions and challenges.