AI-Driven Digital Transformation in Financial Services Customer Engagement

Ronak Amin, VP of customer success at Aidentified, specializes in leveraging AI-driven relationship intelligence to support growth in wealth management, hospitality, and nonprofit sectors. Over the past three years, financial services have undergone a significant operational transformation as customers shift from physical interactions to digital channels. This transition underscores the growing importance of integrating artificial intelligence and digital solutions to enhance customer engagement and operational efficiency in the financial services industry.