VUX World

Conversational AI in Financial Services with Dave Schreffler & Peter Berbee

Mar 2, 2023

58:37

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Highlights

AI Chapters

Episode notes

Use Cases in Wealth Management Firms

02:42

Having a Virtual Assistant in Every Channel

03:21

Is There a Virtual System for Credit Unions?

02:40

Introduction

3min

Conversational AI

4min

Is There a Financial AI Industry?

4min

Is There an Awareness of COVID in the Financial Services Industry?

5min

Having a Virtual Assistant in Every Channel

3min

Is the Virtual Assistant the Next Level of Customer Service?

4min

What's the Value of a Voice Interface?

2min

Fsi

2min

Bank Assist Is a Prebuilt 200 Things That I Don't Want to Do.

4min

10.

What's the Difference Between Government and Government?

5min

11.

The Financial Services Industry Isn't Just Banking, Right?

2min

12.

Is It a Heavy Lift to Have a Virtual Assistant?

2min

13.

Using the Same Training Set in the Large Language Models

2min

14.

Is There a Virtual System for Credit Unions?

3min

15.

Use Cases in Wealth Management Firms

3min

16.

Is There a Gem in the Collections Industry?

4min

17.

Using Large Language Models for Virtual Assistants in a Virtual Environment.

6min

Of all the industries that can and could utilize conversational AI, banking, insurance and the wider financial services sector has some of the biggest opportunities.

To walk us through the kinds of business problems faced by FSI companies, the types of use cases conversational AI is solving for, and to highlight some of the successes, value and lessons learned, I’m joined by Dave Schreffler, SVP Financial Services Sales - Kore.ai, and Peter Berbee SVP Financial Services Product - Kore.ai.

Join VUX World at the EU Chatbot Summit where we’ll be hosting a full day of enterprise AI best practice content, with the likes of Vodafone, Love Holidays, LNER and many more. We have a 30% DISCOUNT for you too: VUXEU23 to attend: https://theeuropeanchatbot.com/

Find out more about https://kore.ai/ and book a demo here - https://info.kore.ai/kore.ai-demo-req...

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