The Execution Gap
Insight without infrastructure is inertia.
Too often, offers get approved, but never reach the customer in time. Compliance slows activation. Fulfillment is fragmented. Disconnected systems make it difficult to respond when conditions change.
“In financial services, personalization isn't the finish line. It's the starting line.”
This co-authored POV from Hayat Yahia and Mujesira Dudic explores the structural limitations that hinder banks and how agentic AI can bridge the gap between strategy and impact.
What You'll Learn
✔ Where banks lose traction across the offer lifecycle, from creation to compliance to fulfilment
✔ How AI agents unlock agility across each stage: offer creation, customer engagement, and governance
✔ Strategic use cases from retail, small business, and wealth banking
✔ Measurable impact: 60–70% faster SLAs, 3x personalization, and up to $750K in reduced operating costs
Why it Matters Now
The speed of personalization must match the pace of market and behavioral change.
Capgemini and Naehas bring together transformation strategy and intelligent infrastructure, equipping banks with the tools to execute in real time, across teams and systems.
This article, 'Scaling Personalized Offers with AI: The Next Frontier in Financial Services,' is a blueprint for banks ready to modernize the entire offer lifecycle, not just optimize targeting.
This POV is the result of a strategic collaboration between Capgemini and Naehas, focused on enabling faster, more compliant, and more effective offer execution across financial services.
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