FOR CX LEADERS IN REGULATED INDUSTRIES

Designing perfect CX in regulated industries

For the first time, AI makes it possible for teams in industries like financial services and healthcare to design customer experiences that are individually tailored, compliant, and cost-efficient. This guide covers the five principles for designing perfect CX, with examples from Rocket Money and Numan.

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WHAT'S INSIDE

Building customer experiences people trust: a guide for regulated industries

Regulated support has two jobs: resolve routine queries at scale, and give sensitive queries the attention, compliance, and care they deserve. The guide's five principles show how to do both with AI. It includes research on people's trust in AI Agents and examples from Rocket Money and Numan.

BUILD FOR TRUST

+10

Trust in AI Agents rose an average of 10 percentage points across every query type, including nuanced or complex ones, once people saw one resolve a real query.

LEAD WITH AI, BACK WITH HUMANS

65%

65% of people said "easy escalation to a human when needed" would make them more comfortable trusting an AI Agent to resolve their customer service queries.

BE UPFRONT

57%

More than half of people said being told from the start they're talking to an AI Agent makes them more comfortable.