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How to Leverage AI to Enhance Customer Support and Employee Operations

Hear real examples of how First Financial Bank and Meriwest Credit Union leveraged prescriptive and generative AI-powered virtual assistants, to help ensure seamless customer support.


Financial institutions frequently face periods of disruption—whether it is due to core conversions, mergers & acquisitions, or system upgrades. These transitions can overwhelm both customer service teams, frontline staff and internal operations, leading to increased customer support inquiries, overburdened call centers, and operational inefficiencies. As institutions work to modernize or merge their systems, access to documents such as new policies, procedures, regulatory requirements, and contracts must remain easily available.

Join us for a discussion on how the use of conversational and generative AI is revolutionizing customer service and employee operations. Hear real examples of how First Financial Bank and Meriwest Credit Union leveraged prescriptive and generative AI-powered virtual assistants, to help ensure seamless customer support and equip their employees with instant access to critical internal documents and information during major events within their organizations.

Key Takeaways/ What You’ll Learn:

  • Real examples of financial institutions using AI to maintain service quality, streamline internal processes, and enhance overall operational efficiency during transitions.
  • How virtual assistants can help reduce strain on both customer service and employee operations during periods of high demand and change.
  • The role of KAI Answers in empowering employees with quick access to internal documents, reducing the time spent searching for policies, procedures, and regulatory requirements.
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