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Anna Foat
Design Led, Passionate Innovator at DISRUPTIVE EDGE
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DISRUPTIVE EDGE Case: Increase Organizational Efficiency and Empower Customers with Self-Service
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About the talk

Increase Organizational Efficiency and Empower Customers with Self-Service

In today’s world, customers are in the driver’s seat — as their need for digital transactions increase so do sales. Maximize customer satisfaction and loyalty while enhancing organizational efficiency with new self-service programs. Source practical tips to:

  • Reduce response time, and solve customer challenges more quickly and cost-effectively 

  • Strike a balance between self-service and human interaction

  • Design an easy-to-use self-service portal with clear instructions and resources


Harness the power of self-service to boost efficiency and save costs.

00:00 Intro

00:45 Anna Foat

03:00 Digital coach

07:30 The Sun eApp

08:28 Demo

12:20 Focus on Clients

13:14 The Cloud

16:00 About API

19:35 Takeaway & Top Tip

21:00 Demo

22:08 Q&A

About speaker

Anna Foat
Design Led, Passionate Innovator at DISRUPTIVE EDGE

I get complicated stuff done. I drive sales growth in highly competitive markets and environments. I am tenacious. I love to build new business lines as well as concepts. I am passionate about partner relations, customer service and loyalty, because let's face it - word travels fast and often. I like doing stuff no one has done before. I'm not afraid to colour outside the lines to get it done. To do all this successfully I speak articulately and with passion and conviction. I like meeting all kinds of people in order to understand what makes them, and their businesses tick.

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Now, to northkey study loose-fitting about increasing organizational efficiency and empowering customers with self-service. Please be joined today by Anna phone. Who's the director of global digital transformation office and sunlight Financial. So Anna, thanks for joining. Thanks Jim. And I love your furry friend. I can work out. It's not mine that from time to time and go through the, the camera, I think covid. As hot as all about real life, right? We all kind of have these real lies behind the cameras, whether the the background is virtual or not. So good afternoon, and it's my pleasure

to be here with you. All today to talk a little bit about how digital transformation can increase organizational, efficiency and and Power Solutions for clients to Self Serve by way of introduction. I am a bit of a hybrid. I am an English major who spent 20 years in technology, but my family business with insurance. So, both my parents worked in life insurance their entire career. My mom has a life underwriter and my dad as an IT executive. I came back to the fold. So to speak, almost five years ago. Now, when I joined sunlight at the beginning of the

transformation efforts at they were undertaking with a design thinking background and kind of a software band, but an understanding of, of the business, so, I wanted to talk a little bit today and you're going to get a three-for-one. So not only are going to get one case study. I'll, I'll kind of talk about 3 and then talk about why those three Innovations are important in concert with one another. So probably there are fundamental technical affordances that are making empowerment and efficiency doable and very practical, much more practical than perhaps ever before. That

match with a clear CX Vision, really lay the groundwork for frictionless client experiences and impactful interactions, which I think ultimately it's what we all want. So there's the business coming together of, of those two polarities. And so I'll talk about 3 today. I'm one through the lens of clients cuz that's really why we're all here. We delayed our clients. I'm all talk about our a-ipower chatbot Ella and what it's doing for clients.

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February 10 - 11, 2021
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covid-19, customer, customer service, cx & core, digital cx, digital experiences, engagement, investment industry, source content

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