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Your Employee-Assisted Service Channels Have a New Teammate: Conversational AI

Bankers, lenders, support staff are bogged down with administrative duties and repetitive tasks, so they don’t have enough time focus on delivering meaningful customer experiences…AI can pick off the low-hanging fruit.


How do financial institutions deliver good customer engagement when struggling with poor employee engagement?

Bankers, lenders, support staff are bogged down with administrative duties and repetitive tasks, so they don’t have enough time focus on delivering meaningful customer experiences…AI can pick off the low-hanging fruit.

AI+modern CCaaS can help humans focus on more value-add activities. That’s because the information required to effectively care for customers is spread across dozens of systems, and COVID forced FIs to digitize massive amounts of data. AI can quickly sort through and summarize information.

Attendees will learn how to get time back by leveraging modern, conversational banking and digital engagement solutions such as:

  • Kasisto’s KAI, a conversational AI platform that powers the industry’s most intelligent digital assistants. KAI-powered IDAs act as your best branded banker, providing personalized guidance and fast self-service, guiding customers to better financial health
  • LinkLive is a modern, secure, cloud-based communication platform that empowers financial institutions to engage with customers and deliver amazing outcomes. Learn how LinkLive helps over 1100 financial institutions, improve productivity, reduce costs and increase retention

Key Takeaways:

  • Efficiency and effectiveness—the benefit of end-to-end customer experiences and service
  • Engagement is the key to success, and experience essential to engagement
  • AI-powered conversational banking is a game-changer, bridging the gap between physical and virtual worlds to provide an assisted channel that delivers
  • Learn how to onboard an intelligent digital assistant (IDA) and CCaaS without exceeding your budget and your timeline
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