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From transactional to relational: AI-powered engagement in financial services 

WEBINAR | 18th September, 12:30pm NZT

Financial services firms are exceptional at managing money, compliance, and operations. But when it comes to engaging customers, many firms still rely on transactional interactions with generic emails, inconsistent touchpoints, and missed chances to foster loyalty.

This webinar will explore how AI-powered personalisation can help financial services organisations shift from transactional to relational, building stronger customer trust and long-term growth.

Register for the webinar

What you'll learn

  • The Engagement Gap in financial services – why firms sometimes struggle to connect meaningfully, even with strong systems in place.
  • How AI-driven personalisation is transforming customer experience, loyalty, and retention.
  • The role of CRM platforms in enabling tailored, automated, and scalable engagement.
  • Real-world examples of how financial services organisations are using CRM and AI to deliver meaningful customer interactions.
  • Three quick wins you can apply immediately to strengthen personalisation in your own business.
Personalised Finance Webinar
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Who should attend?

Sales Marketing Finance Webinar

This webinar is designed for sales and marketing leaders in the financial services sector who want to:

  • Improve customer engagement beyond basic transactions
  • Personalise outreach at scale without losing authenticity
  • Align sales and marketing efforts through smarter tools and data
  • Explore how AI can free up time and sharpen focus on building relationships

Meet Your Hosts 

Concentrate Directors Owen Scott and Greg Williamson, will lead the session.
Both have expertise in helping financial services firms modernise their customer engagement strategies using HubSpot and AI-powered tools. Expect a quality, practical discussion.

Owen Scott | Managing Director www.concentrate.co.nzhs-fshubfsImagesStaff Photos 2022Owen
Owen Scott | Managing Director
Greg Williamson | Director Greg New
Greg Williamson | Director

Why attend?

The financial services sector faces unique engagement challenges. With compliance requirements and complex customer journeys, it’s easy to default to one-size-fits-all communication.

This webinar will show you how AI and modern CRM tools can help you:

  • Deliver the right message, to the right person, at the right time
  • Build genuine connections with customers
  • Drive growth by moving beyond transactions to relationships

Reserve your spot now and discover how to close the engagement gap in financial services.

High Five Finance Webinar
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