Report: Banking on AI

A Leader’s Guide to Customer Engagement Excellence in Banking

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Are you ready to take the big leap with AI integrated into your customer engagement strategies? Many banks remain on the sidelines, waiting for proven results before adopting new technologies. This cautious approach limits AI’s potential and hampers competitiveness. Explore how you can embrace AI with CleverTap’s core four—Trust, Technology, Transactions, and Touchpoints—and strategize your AI adoption for success!


About the report

AI is redefining banking, and this report is a strategic framework for leaders to move forward with AI-first customer engagement strategies. From efficiency with automation, conversion with hyper-personalized experiences, to decision-making with strategic insights, AI is the future. Explore the AI Opportunity Radar: Spot emerging trends, stay ahead of innovation, and lead the charge with AI-driven banking solutions.

2,000+ Brands Trust CleverTap

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2,000+ Brands Trust CleverTap

Axis-bank Blinkit Croma Dominos Dream11 Kotak Mahindra Bank_ Levis SonyLIV Swiggy

Hear from Industry Leaders

  • "Banks are inspired by fintechs in terms of delivering personalized experiences and adopting AI/ML algorithms for recommendations, but our agility and speed are often hindered by slower approval processes."

    Nikhil Padmanabh, Head - Martech & Digital Analytics Axis Bank

  • "Neo banks offer all the financial services of a traditional bank with greater innovation, building trust through technology, cybersecurity, and personalization."

    Belén Gavilán, Chief Growth Officer, Tenpo

  • "In banking, large-scale adoption happens when results are evident. A value-centric approach is what we look forward to, which helps us understand how to adopt AI correctly."

    Nikhil Padmanabh, Head - Martech & Digital Analytics Axis Bank

  • "Our biggest battle right now is around personalizing the app experience. We are working on integrating more customer data to ensure that the app experience can be tailored at the same level as our other channels. The goal is for every customer to feel that the app understands and caters to their specific needs."

    Sebastián Pontillo, Head of Marketing Technology, Tenpo