CDP with focus in Mindset analytics and conversational skills profiling, complementing others :-) Gartner Cool Vendor in CRM Customer Service & Suport 2020.

Spain
Joined March 2017
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Replying to @inlytips
We tried :-( with a different approach, but basically same goal.
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3 #digitalbanking pains that @inlytips fixing the one missin layer. -PFM not creating stickeness -Conversations Banking lacking real empathy -The bank-teller mindset-profiling or each customer not yet digitalized. #preAgenticAI #digitalbanking
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IMHO, SaaS 2.0 / FDE model is here to stay. a) AI is a very sensitive topics and single-tenant is coming back b) big SaaS with 3rd party customization services become a cost nightmare also overstaffed. c) FDE not only customize the deployment but also can adapt coming features.
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A new way to produce #digitalempathy different to the one we tried. Worth a read.
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Different approach to the one we tried but also valid to create #mindsetcontext for #AgenticAI
In a bank branch the bank tellers could use empathy because they knew now only the customers transactions (1st party data) but the "whys" or the "customer feelings" via conversations face-to-face. #AgenticAI will not succeed totally until they use mindset-context.
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Between quarterly reviews, wealth clients are on their own. Markets move, portfolios drift, nobody reaches out. The institution that changes this becomes the one they trust most, even for assets it does not manage. inly.tips/blog/wealth-betwee… #preAgenticAI #Wealth #PSD3 #FinTech
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Replying to @inlytips
fully agree. We tried in a different way, crossing customer data with general data to infere causalities. Good luck with this approach with end-customer getting some reward (the AI generated inly "tips")
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#AgenticAI can not produce human touch only with "customer facts/actions context". Digital empathy needs "mindset context". Cultivate mindset context fairly requires gamification and microfeedback in casual channels. @inlytips knows how to do it. inly.tips/blog/customer-mind…
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You increased your AI budget. So did everyone else. But CX impact is barely moving. The gap isn't the technology; it's the missing customer context underneath it. #AgenticAI needs #preAgenticAI and preAgenticAI can leverage your customer #CX inly.tips/blog/ai-investment…
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The point is that #AgenticAI needs data that are not being generated yet. It is not about optimizing traditional data, is to generate the data that could Agents to become empathetic, with human touch. Inlytips is about this inly.tips
Agentic orchestration layers allow AI agents, enterprise systems, and data connections to work together across functions. As cognitive bottlenecks shrink, that allows decision-making to speed up, coordination to improve and new operating models to form. mck.co/4fJb564
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The PFM has been an underused feature in banking apps. Time to try the passive PFM way, info-shot that really impacts in the customer self-knowledge and can trigger the microfeedbacks needed to understant his mindset. The needed step for #AgenticAI to create #digitalempathy.
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PFMs are a great idea, but they're underused: dropdowns, date pickers, filters nobody wants to touch. Conversational AI fixed how you ask. But passive PFM, the kind that delivers self-knowledge without you ever asking, might be the real key. #CX #AIart inly.tips/blog/passive-pfm-p…
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Understanding each individual end-customer mindset is the key to boost human touch / digital empathy generation capability of #AgenticAI Inlytips is the complementary tool to help #AgenticAI vendors, CX designers and behavioral experimenters :-)
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Sometimes you can create amazing cases with low-cost simple AI models as @MistralAI 7B. It is the one we chose for enriching push-notifications and gamify them.
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Our proposal for banking , enriching push notifications adding value to the customer #CX becoming a casual gamified PFM and capture behavioral micro-reactions to build a customer-mindset profile that future #AgenticAI could use to create "human touch / empathy" #Money2020EU
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