Bringing AI to the Onboarding Process - with Sarah Welch of Curinos
AI in Financial Services Podcast
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How to Engage With Customers in the Early Stages
There's usually probably three fairly high priority things you want to do with a customer in the relatively early stages. After that, there are a wide variety of possible topics that you could engage those customers on. And that's where there's just not enough experimentation and learning from our perspective.Yeah. What trends are you seeing in those paths to primacy? If maybe we can put some categories or at least frame some ways of thinking about them.
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