How to implement an AI approach that really works for customer interaction
By 2025, AI will be an indispensable part of our work. While everyone seems to be using AI applications, your customer service is bogged down by standard questions, quotes take weeks, and three departments manually enter the same data. You wonder: "Could AI work for us too?"
Our AI Readiness Workshop has been specially developed for organizations that know what they want to improve in their customer interaction but struggle with how.
1. Together we analyze where customers drop out, processes get stuck and employees lose time.
2. We also ask critical questions such as: does AI really solve this problem or are your customers better served with other non-AI solutions?
3. We then determine the best solution for your situation.
Learn quickly how AI can boost your customer interactions. With inspiring use cases, quick wins, and concrete next steps.
Practical information
Duration: Two sessions of 4 hours
ShapeIn-company, interactive with your core stakeholders (max. 6 participants)
Costs€3.000 excluding VAT, including preparation, travel time, elaboration, and a clear presentation of findings and advice
This is what you can expect
During the workshop, you'll actively work on your own customer processes. We'll analyze where customers get stuck and employees lose time, and together we'll determine which AI solutions truly add value.
• Researching AI feasibilityYou'll analyze your systems, data, and processes to determine if they're ready for AI (or if your CRM, customer data, or workflows need to be cleaned up or standardized first). You'll also discover how AI can be integrated with systems like SAP, Pega, or legacy software.
• Developing concrete AI use cases: you develop at least 3 practical examples of AI applications for customer interaction, based on comparable cases in the financial sector.
• Creating an AI action plan: You create a practical roadmap with priorities for AI projects, such as a chatbot pilot within 2 weeks, automated follow-up emails within 1 month, and planning for larger AI implementations within the quarter.
• Determine go/no-go advice: you assess which AI projects are worthwhile and which are better left human, so you only invest in solutions with real ROI.
• Creating support and implementing AIYou'll learn concrete methods for engaging stakeholders, preventing resistance, and effectively integrating AI solutions. You'll also learn how to personalize customer communications with AI without violating privacy regulations.
This workshop is for:
Commercial/management level
Managers who want to understand how AI can boost growth, customer satisfaction, and efficiency.
Data & AI experts
Specialists responsible for managing and applying data and AI.
Operational management
Managers who use AI to accelerate processes and reduce errors.
Marketing & CX
Teams using AI to analyze customer data, personalize it, and maximize opportunities.
Risk, Legal & Compliance
Professionals who ensure reliable, ethical and compliant AI deployment.
These are the take-outs
1. Expected ROI
A number of prioritized use cases with expected ROI (based on similar implementations in the financial sector).
2. Technical roadmap
A technical roadmap that specifies which systems need to be connected, which APIs are required, and where the compliance risks lie.
3. Business case
A business case for each use case outlining the costs, benefits, and payback period. We measure success using concrete KPIs from your own processes.
What customers say
Take the next step in AI-driven customer interaction
Want to discover how AI can truly improve your customer processes? Register for our AI Readiness workshop and discover where customers drop off, which processes take time, and where AI can truly add value.
You can register by filling in your details below, and we'll contact you. Do you have any other questions or would you like to know more about the workshop costs? You can also ask these questions using the contact form.
Contact us
We help your organization on its way to the best customer communication and digital customer interaction, with the greatest time and cost savings. We ensure that everything is digitally accessible for your customers. Leave your details and we will contact you.
Tip: with additional information we can help you in a more targeted manner.
