Tag: Siva Kannan Ganesan

  • Whisper Report: What are the most effective strategies for ensuring data security and privacy in customer interactions?

    Whisper Report: What are the most effective strategies for ensuring data security and privacy in customer interactions?

    Published to clients: August 4, 2025                        ID: TBW2080

    Published to Readers: August 5, 2025

    Published to Email Whispers: TBD

    Public and Video Release: TBD

    Analyst(s): Dr. Doreen Galli

    Photojournalist(s): Dr. Doreen Galli

    Abstract:

    “Effective strategies for securing customer data include encryption at rest, in transit, and during compute; cautious AI adoption; and strict access controls. Removing or masking personally identifiable information (PII) and training staff on cybersecurity best practices are essential. Legal compliance, intellectual property protection, and customer trust drive the need for robust privacy measures in customer interactions.”

    What are the most effective strategies for ensuring data security and privacy in customer interactions?

    We took the most frequently asked and most urgent technology questions straight to the technologists gathering at Customer Connect Expo 2025 held at the Las Vegas Convention Center. This Whisper Report addresses the question regarding What are the most effective strategies for ensuring data security and privacy in customer interactions? There are two reasons security and privacy are critical in this space. As Ford’s Dr. Kalifa Oliver pointed out, “to first really understand the laws..” In fact, all governance program definitions start with legal requirements, then industry regulations and requirements, then internal privacy promises made to customers.  The second critical reasons for ensuring data security and privacy as Claritiv’s Sean Gigremoss reminds us, “your knowledge for your business comes from all the conversations that you’re having – that is your IP (intellectual property).”

    Figure 1. Four Pillars of Customer Data Protection

    Four Pillars of Customer Data Privacy
Defense in Depth
Caution with AI
Remove or Hid PII
Train your Teams

    Defence in Depth

    As Macy’s Siva Kannan Ganesan pointed out, “all those regulation and implementing an regulation it’s a multi-step approach like data and motion data at rest should be encrypted and you have to make sure it’s like the access strict access control and frequent evaluation of the data breach.” With security depth is always valuable. TBW Advisors LLC advises clients to not only use encryption at rest and in transit, but to leverage protections during compute leveraging Confidential Computing. For additional research, enjoy Industry Whispers: Public is Privacy – Confidential Computing in the Cloud available on TBW Advisors YouTube Channel.

    Caution with AI technologies

    TBW Advisors has frequently warned if you are not being charged for the product, you are the product. If you are the product, you should assume you do not have privacy. Today with many of the advanced AI products, even lower tier paid products do not get privacy; rather they are being used to further train the product. As Ford’s Dr. Kalifa Oliver observed, “you really got to start asking organizations that have AI technologies about their Blackbox about how the data is being trained. You have to ask them about data breaches you have to be conservative about how you implement things because I think the law is going to catch up and the hardest thing to do is trying to go back and fix it.”

    Remove or Hide PII

    One critical step to ensure privacy is to not send PII or personally identifiable information to tools. Enthu.ai’s Atul Grover denoted, “we also ensure that we deduct the PI information we deduct almost 16 kind of PIs including social security data birth credit card information …. we do that in the recording as well as all the analytics.” While removing the information is a common practice, masking data is also quite common. As Mitrol’s Pedro Lopez Slevin shared, “our banks for example you will probably have on premise data servers. Everything will be with TLS 1.2 two or higher you know and create your data. We’re talking about AI, we usually do rack so you will have to process every information into embeddings and those embeddings are..unreadable if you just put it in a vector database.”

    Train your Teams

    While the term Human in the Loop has gained popularity with generative AI and agentic solutions, cybersecurity has always known the human in the loop as being a critical risk factor. Thus in order to truly ensure data security and privacy, you must train those humans! Randy Simmons from FaxSipIt shared the common journey towards compliance. “we’ve gone through a HIPPA audit and we’re secure there we just finished the SOC 2 audit and we’re SOC 2 compliant so people have come in they’ve audited our system our policies they’ve come with recommendations or not and we pass the audit for the socks 2 audit so our staff all goes through cyber security training as well we go through a wiser cyber security training and then also we send phishing to our to our employees and see if they’re going to click and if they click on a link then guess what they’re doing they’re doing that training all over Again.” So remember, do not click on that link without checking the link is safe first!

    Related playlists and References

    1. Whisper Report: How can we integrate AI-driven customer service solutions with our existing IT infrastructure
    2. Conference Whispers: Customer Connect Expo 2025
    3. Whisper Report: What are the most effective strategies for ensuring data security and privacy in customer interactions?
    4. Playlist – Whisper Report: What are the most effective strategies for ensuring data security and privacy in customer interactions?

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    ©2019-2025 TBW Advisors LLC. All rights reserved. TBW, Technical Business Whispers, Fact-based research and Advisory, Conference Whispers, Industry Whispers, Email Whispers, The Answer is always in the Whispers, Whisper Reports, Whisper Studies, Whisper Ranking, The Answer is always in the Whispers, and One Change a Month, are trademarks or registered trademarks of TBW Advisors LLC. This publication may not be reproduced or distributed in any form without TBW’s prior written permission. It consists of the opinions of TBW’s research organization which should not be construed as statements of fact. While the information contained in this publication has been obtained from sources believed to be reliable, TBW disclaims all warranties as to the accuracy, completeness or adequacy of such information. TBW does not provide legal or investment advice and its research should not be construed or used as such. Your access and use of this publication are governed by the TBW Usage Policy. TBW research is produced independently by its research organization without influence or input from a third party. For further information, see Fact-based research publications on our website for more details.

  • Conference Whispers: Customer Connect Expo 2025

    Conference Whispers: Customer Connect Expo 2025

    Las Vegas, NV April 16-April 17

    Published to clients: April 22, 2025                ID: TBW2078        

    Published to readers: April 23, 2025

    Analyst(s): Dr. Doreen Galli

    Photojournalist(s): Dr. Doreen Galli

    Abstract:    

    After over 200 minutes of recording, 6 flights of stairs, and over 30 factchecks, our coverage of the rebranded Customer Connect Expo 2025 or CCE25 closes. The event featured over 43 keynotes and seminars and over 200 vendors exhibiting. Keynotes included discussions on customer loyalty, employee satisfaction, data-driven personalization, and AI in customer experience. A seminar focused on enhancing call centers with AI agenst is also included. Exhibits ranged from technology supporting customer experience and call centers, data consolidation and customer 360, to entire platforms and BPO services.

    The Conference

    • The event featured over 43 keynotes and seminars and over 200 vendors exhibiting.
    • Technologies covered include telephony, networking, SIP, call blocking, data, data management, data fabrics, customer 360, AI, LLMs, agentic AI, conversational AI, and bots.

    Cautions

    • Just because a solution ‘works’ doesn’t mean the product was designed with customer privacy in mind.
    • Platforms that combine multiple functions can look like a quick win unless you already have installed components or desire to switch a specific function to a best in class. Ensure any ‘platforms’ leverage standards for any components. By adhering to standards, customers can avoid vendor lock into the platform and keep the door open for maximum architectural flexibility.

    Conference Vibe

    After over 200 minutes of filming, 6 flights of stairs, over 30 fact checks, our coverage of the rebranded event, Customer Connect Expo 2025, or CCE25, comes to a close. CCE25 opened with a grand ribbon cutting ceremony featuring the Global Voice of Customer Experience, Dennis Wakabayashi. TBW Advisors LLC’s clients and subscribers may recognize Dennis from last year’s AMA Industry Whispers event with Dennis. Admittedly, this event is one we always look forward to having covered it in 2023 and 2024 under its previous branding of CCCLV for Call & Contact Center Expo Las Vegas. The event features 4 stages hosting a total of 43 keynotes and seminars. The theaters for the speakers were mixed amongst over 200 exhibitors in expo hall. The keynotes and seminars were full coming in just under maximum capacity. The last two years, there were notable audio issues for the speakers. This year they had a dual audio set up with headphones and speakers. I only heard one major feedback sound the entire event. In fact, the sound worked so well that it kept the audience enthralled preventing them from walking around as much as in previous years. This led exhibitors to politely describe foot traffic as a “slow”. While the total booth traffic was light, the exhibitors did admit that the leads they obtained were rock solid with most easily covering the expenses. In other words, everyone was there was serious about conducting business with not much fluff. Food was also available within the expo hall itself.

    While at CCE25, we conducted research for three additional forthcoming Whisper Reports for our clients. The playlists are unlisted but available and will eventually fill in with the video version of the report so you may wish to bookmark these playlists.

    1. Whisper Report: How can we integrate AI-driven customer service solutions with our existing IT infrastructure?
    2. Whisper Report: What are the most effective strategies for ensuring data security and privacy in customer interactions?
    3. Whisper Report: How can we leverage customer interaction data to drive business insights and innovation?

    Readers and viewers wishing to experience the entire event are encouraged to view the Conference Whispers: CCE25 playlist in its entirety. Once the video edition is available, the playlist will be sited as a pinned comment on the video edition. It is also easy to locate any previous Conference Whispers playlists through TBW Advisors Website under Subscribers research/Conference Whispers.

    Sessions

    During our coverage at CCE25 we were able to catch 4 keynotes and one seminar. The first keynote we captured was by Pfizer’s Wayne Simmons. Wayne reminded all that customers want companies that are interested in partnering for life when possible. In many domains such as banking, it is very inconvenient and takes significant effort to switch companies. One a customer is lost – it is expensive to reacquire that customer if at all possible.

    Ford’s Dr. Kalifa Oliver drove home the obvious but too often overlooked point. If an employee is miserable and being treated horrible, how do you think they will treat your customers? A company should not be worried about an employee being happy but rather ensuring they have the tools and support to do the job. The development of employee satisfaction tools tend to be behind customer satisfaction tools but they need not be separate tools. It’s simple, data shows a satisfied and empowered employee is more likely to provide a positive customer experience.

    The second day keynotes kicked off with Macy’s Siva Kannan Ganesan on the power of data. Siva highlighted the importance of capturing customer data including every click. A customer experience must be engineered. The two-tower approach was recommended for one’s digital strategy the achieve the ultimate in personalization.

    Ring Central’s John Finch was on the Keynote stage to talk about Agentic AI driving the next generation of customer experience. The presentation went beyond revealing the next generation of customer experience tools. Context for the value contributed by conversational AI, generative AI, bots as well as the power of agents and personalized assistants was also provided. Expanding on that agentic AI theme was a seminar on expanding your call center with AI agents. Mitrol’s Francisco Trojano shared their approach to improve contact center’s impact. This seminar included various success stories.

    Solution components

    The exhibits had a large variety of vendors including various components of solutions to create the ultimate customer experience. To the surprise of some, fax usage has risen 23%. Faxsipit shared their solution that won’t create a chain of mis transmissions and errors even for 1400-page documents! Perhaps, like many of the exhibitors, you are meeting and speaking with your prospects at a conference and don’t want to miss any of the potential leads. Claritiv shared their solution to capture and enable your ability to analyze these interactions. Need a method to see what the customer is experiencing first hand? With Blitz you can send a quick link that allows them to share their camera view without downloading a mobile application. Perhaps you interact between the physical and digital world and want a vendor that can help you? Put Unified Direct Solution on your radar who specialize in optimizing such a scenario including balancing needs based upon conditions. If you are short of staff and are thinking about outsourcing but not sure you want your customers to deal with outsourced agents, you might want to evaluate Kongusto. Now that you have all this staff, you’ll want them to feel like a team even if they are spread around the world. To that end, Nexgen virtual office shared their next generation of leveraging technology to create the ultimate in virtual office. Regardless of your technology, if you were seeking to market your solution, Greenstar Marketing was there with their services.

    Data Centric, Platforms, and BPOs

    There were exhibitors with products focused on bringing your data together and providing insights. Maprehend focused on the expertise of your very best employee and empowering all. Likewise, if you wanted to clone your best sales agent, Verse.ai focuses on the best message on the right channel to deliver results. Enthu.ai connects and consumes all your customer interactions with a side of automation to provide useful customer insights. Diabolocom leverages a proprietary AI solution that is trained exclusively on your data for your private model. Zaon’s approach is to start with the problem or use case and connects the subject matter experts to create solutions.

    If you are seeking a contact soluton provider beyond the data and perhaps a solution that is actually a carrier, Nobelbiz is a telephony carrier and can assist if your calls are not getting connected correctly. Assembled is a support operations platform with three pillars. One pillar handles AI agents through all forms of contacts, second is vendor management offering including handling billing, and third workforce management to increase productivity. A platform for omni channel communications highly integrated with AI agents is available through Mitrol as described earlier in their seminar. If you are looking for a platform with a side of business process outsourcing (BPO), Etech harnesses the power of AI to drive your customer experience through calls, chats and all customer interactions. The three focus areas include contact center services, Quality and analytics and customer development. ValueLabs leverages its own generative AI platform built leveraging various LLMs. ValueLabs focuses on four areas: outsourced product development, quality engineering, data engineer and process automation. ProntoBPO offers shared services, rental stations, BPO as well as software development. ProntoBPO specializes in verticals such as Pest, Lawn and HVAC services.

    Next Year’s Conference

     CCE conference will unfortunately move to Atlanta, GA for 2026.

    *When vendors’ names are shared as examples in this document, it is to provide a concrete example of what was on display at the conference, not an evaluation or recommendation. Evaluation and recommendation of these vendors are beyond the scope of this specific research document. Other examples products in the same category may have also been on display.

    ©2019-2025 TBW Advisors LLC. All rights reserved. TBW, Technical Business Whispers, Fact-based research and Advisory, Conference Whispers, Industry Whispers, Email Whispers, The Answer is always in the Whispers, Whisper Reports, Whisper Studies, Whisper Ranking, The Answer is always in the Whispers, and One Change a Month, are trademarks or registered trademarks of TBW Advisors LLC. This publication may not be reproduced or distributed in any form without TBW’s prior written permission. It consists of the opinions of TBW’s research organization which should not be construed as statements of fact. While the information contained in this publication has been obtained from sources believed to be reliable, TBW disclaims all warranties as to the accuracy, completeness or adequacy of such information. TBW does not provide legal or investment advice and its research should not be construed or used as such. Your access and use of this publication are governed by the TBW Usage Policy. TBW research is produced independently by its research organization without influence or input from a third party. For further information, see Fact-based research publications on our website for more details.