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2026 Financial Services Trends: What’s Shaping Customer Conversations

From AI and data readiness to security and personalization, explore the 2026 financial services trends that are shaping customer conversations amid wealth transfer and growing regulation.

SmartCOMM AI Translation for Multilingual Communications

See how SmartCOMM simplifies multilingual communication with built-in AI Translation, helping teams respond faster without sacrificing accuracy or governance.

AI-Powered Form Migration: SmartIQ

See how SmartIQ AI Form Migration transforms legacy PDFs and paper forms into compliant, digital data collection experiences in seconds.

SmartIQ Agent Infrastrucuture for Conversational Data Collection

See how SmartIQ Agent Infrastructure enables secure, conversational data collection, guiding customers through intelligent digital journeys while enforcing rules, validations, and compliance.

AI-Assisted Template Creation for SmartCOMM

See how SmartCOMM Design Assistant helps teams refine tone, clarity, and accessibility in communication templates—speeding creation while maintaining consistency, compliance, and control.

SmartCOMM Knowledge Assistant for In-App Guidance

See how SmartCOMM Knowledge Assistant delivers instant, in-app answers and step-by-step guidance—helping users work faster, reduce support needs, and stay in flow.

The Customer Imperative: Fueling Growth Through Acquisition, Retention, and Engagement

Watch the on-demand webinar to learn from a panel of insurance experts on evolving customer expectations and what this means for insurers.

Satisfying Gen Z: Preparing for the Next Phase of Innovation and Expectation

Watch the on-demand webinar for exclusive Benchmark insights on how Gen Z is making a significant influence on the banking sector, and how your organization can keep pace.

Unpacking the Smart Communications Healthcare Benchmark Report

Learn more about the 2025 Healthcare CX Benchmark report in this video with John Zimmerer, VP of Healthcare Marketing at Smart Communications.

Payers Cut Costs Through System Consolidation

Meet SmartPATH

Watch the video to learn more about SmartPATH, the sophisticated omnichannel orchestration solution from Smart Communications.

Beyond the Hype: What GenAI Can't Fix Without the Right Foundation

How Gen AI is reshaping customer experience in financial services—balancing trust, regulation, and AI transparency for the future of communications.

Next-Gen Revenue Cycle: Automated, Secure, Patient-Centric

Revenue cycle management (RCM) has become increasingly complex in today’s healthcare landscape. Listen to the webinar with John Zimmerer and Adam Cherrington for more.

Ensuring Accessible and Compliant Healthcare Communications

Experts Jeff Rivkin & John Zimmer share strategies for accessible, compliant healthcare communications and tools to meet global regulations.

The Pacific Financial Group Honored with 2025 Celent Model Wealth Manager Award for Streamlining Advisor Workflows

The Pacific Financial Group was recently honored with the 2025 Celent Model Wealth Manager Award for Streamlining Advisor Workflows.

Introducing SmartHUB™

This promotional video showcases the powerful archival and retrieval capabilities of SmartHUB™, the latest solution in Smart Communications' Conversation Cloud™.

Large Health Insurer Slashes Call Volumes by 80% with SmartCOMM

See how SmartCOMM standardizes healthcare communication, boosts engagement, ensures compliance, and reaches millions daily with a human, jargon-free experience.

Hippo Insurance Achieves 61% Efficiency Gains in Claims Correspondence

Hippo boosts efficiency with SmartCOMM, cutting manual letters from 1600 to under 30 and slashing processing time by 61%—enhancing service and streamlining operations.

The Bancorp Slashes Loan Origination Time by 98% with SmartIQ

Watch the video to see how The Bancorp used SmartIQ to streamline loan processes, cut costs, boost client experience, and drive growth.