3min chapter

VUX World cover image

Conversational AI in Financial Services with Dave Schreffler & Peter Berbee

VUX World

CHAPTER

Use Cases in Wealth Management Firms

There's credit card companies and consumer loans, mortgage lending. Again, it's centered around claims and the account servicing. Collections companies increasingly we are having success with virtual assistance. People don't want to have a conversation with another human being when they're behind on payments.

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