By now you’ll have seen our industry specific Previsory reports and webinars, deep dives into the technology trends that different sectors of Financial Services should be focusing on in 2022. What’s interesting, though, is that common themes have bubbled up across this research, all supporting a central theme of Customer Engagement, itself the subject of extensive Celent work over the last year.

Four themes support great Customer Engagement:

• Technology Transformation Toolkit
• Employee / Agent / Advisor Empowerment
• Ecosystems and Partnerships
• AI, Data, and Analytics