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Building the AI Platform for Finance Teams

Product-Led AI

CHAPTER

AI's Impact on Finance Processes and Customer Service

The chapter explores how AI advancements are transforming finance processes, from automating mundane tasks to enhancing strategic decision-making. It also discusses the significant efficiency gains in financial services through AI applications in growth, service quality, marketing, and productivity. Additionally, it highlights the evolution of customer service with a focus on leveraging AI, like the digital agent Toby, to analyze customer interactions for product improvements.

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