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AI transforming customer experience in professional services
AI transforming customer experience in professional services

Workshop

AI in Customer Experience: Reinventing CX for Professional Services

Learn how AI is reshaping client discovery, evaluation, and trust, and build a roadmap to win in the new professional services landscape

Schedule Your Workshop

Why Attend?

Clients now form opinions long before meeting your team, and AI is often their first advisor. This workshop shows you how to modernize your customer experience transformation for the new trust economy, ensuring your firm is discoverable, differentiated, and credible from the very first digital touchpoint.

You’ll learn how to:

  • Strengthen digital referability so AI and search engines can “find” and cite your expertise
  • Build validation content that proves expertise, not just claims
  • Identify trust gaps across your website, content, and profiles
  • Create consistent verification signals across all channels to support AI-powered CX initiatives
AI-powered CX roadmap for professional services organizations

Who Should Attend?

This session is built for:

  • CX & Marketing Leaders to modernize trust-building and digital journeys
  • Professional Services & Practice Heads to improve discoverability and differentiation
  • Digital & Content Leaders to strengthen validation and expertise signals
  • Growth & Revenue Teams to support pipeline, reputation, and conversion
Digital transformation of client experience using AI

What You’ll Learn

  • How the New Trust Path changes how prospects discover, shortlist, and evaluate firms
  • Why Referability, Validation, and Verification are the new core CX imperatives
  • How to make your expertise discoverable by AI through GEO, structured content, and authoritative signals
  • How to deliver account-based validation that proves expertise, not just claims, strengthening your AI-powered customer experience
  • How to build a unified trust infrastructure that keeps every channel consistent, credible, and current
AI-driven modernization of professional services engagement

Meet your workshop expert

  • Ankit Sethi

    Ankit Sethi

    Senior Vice President, Client Engagement, Altudo
    Ankit leads Altudo's N. America P&L, overseeing Client Partners and Account Managers, while heading the global Client Engagement team with a focus on values, trust, and partnerships. Over a decade, he’s transitioned from individual contributor to leader, defining processes, mentoring talent across regions, and creating a distinctive work model. His empathetic leadership and transparent communication have driven 95% repeat customers, high satisfaction scores, and 70% YoY growth.
  • Hear from our participants

    “This workshop reframed how we think about trust in the AI era. The clarity around referability and validation was transformative.”

    CMO, Professional Services Firm

  • Hear from our participants

    “The Navigate approach helped us identify where we were losing trust digitally and how to fix it across our website, content, and channels.”

    Director, Digital Experience, Consulting Enterprise

  • Hear from our participants

    “We finally understood why prospects ‘ghost’ after research. The verification insights were invaluable.”

    VP, Growth & Client Services, B2B Services Company

Reinvent CX with AI and a clear roadmap

Start Your Trust Transformation Session