Code and Theory

We asked financial advisors how they’re integrating AI into the client experience. The verdict: The gap between what affluent investors expect and what advisors deliver is widening fast. Download our newest report “From Threat to Force Multiplier” by Pat McQueen, Managing Director of Financial Services at Code and Theory, that explores how to close the gap, and how AI can help advisors create deeper, more responsive relationships at scale. Go deeper and schedule a meeting with Pat on-site at #Money2020 in Las Vegas from October 26-29th. https://lnkd.in/gMcqM9Ni

93% of executives admit their customer experience is broken. New WSJ Intelligence/Code and Theory research reveals the uncomfortable truth: most companies are leveraging AI to chase efficiencies while leaving the customer behind. And it’s costing them. Leaders who excel at digital customer experiences generate 30% more revenue on average ($1.4B) than laggards. If you’re a CMO, CTO, CIO or CEO — this is your wake-up call. The winners aren’t following traditional best practices. They’re inventing new ones that unlock customer value with AI. —> Download The Experience Gap report (https://lnkd.in/ebPactka) to see why most are falling behind, and what it takes to lead.

The Agentic AI browser battles are upon us now that Google has begun to “reimagine” Chrome with AI. Code and Theory's Dan Gardner describes this as a new, difficult race for brands to find customers. “Google’s AI-enabled Chrome is the equivalent of another company planting a sales rep directly inside your store, smiling and helpful as it redirects your customers to competitors,” says Gardner in his latest article for Forbes (https://lnkd.in/gxqC874V). The stakes: customer acquisition costs will rise, loyalty will decline and the ownership of first-party data will evaporate. For more about what Dan and others have to say, check out Asa Hiken's excellent explainer piece in Ad Age (https://lnkd.in/gFu4qdYG).

Same fan, different brand in every channel. New research: 85% of large U.S. companies surveyed describe their AI stacks as disconnected or siloed. Code and Theory and Adobe are here to help close the gaps.

New research: 85% of large U.S. companies surveyed say their AI tools are disconnected. In financial services, that’s a trust problem. Code and Theory and Adobe are here to help you close the gaps.

AI can produce more than ever. Connecting it is the hard part. 85% of large U.S. companies surveyed say their AI tools are disconnected. Code and Theory and Adobe are here to help close the gaps.