Speaker
Angela Green Urbaczewski

Session Details

PLENARY SESSION: Leverage AI to Create Personalized Client Experiences

Date: Wednesday, August 28, 2024
Time: 8:10 am

Deliver customized experiences to your clients and employees using AI technology. Learn how new AI data analytics tools can quickly leverage current client data to personalize customer journeys. See examples of how chat, e-mail marketing, SMS, and client retention strategies are evolving with AI.

We’ll explore privacy-conscious ways to apply AI to “non-tech-native” older adult and adult child customer journeys. AI puts predictive analytics and modeling in the hands of business and marketing leaders without relying on programmers, creating real-time access to more meaningful customer data.

See examples of:

• Easy AI customer analysis that doesn’t require coding
• Simplified predictive modeling
• Using AI models in chat, email marketing and text marketing
• Using AI to build reputation and referrals
• When AI is the right tool, and when it may overcomplicate things

Also consider:

• AI use policies for your business
• Privacy rules like HIPAA – which AI tools follow the rules
• Helping older adults and families adapt to this new technology
• Identifying good use cases and return on investment for your small business