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What Customers Want: The AI Concierge Revolution & What’s Next for Fintech CX

Fintech Takes

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Integrating AI in Fintech Customer Interactions

This chapter explores the development of the Jarvis CRM tool, which lays the groundwork for the AI concierge named Sam, enhancing customer experience in fintech. It highlights the balance between automated interactions and human assistance while addressing the importance of regulatory compliance and privacy. Additionally, the chapter examines the proactive engagement of customers through personalized notifications and the challenges of implementing advanced AI capabilities in customer support.

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