Commodity and High-End Financial Services Customer Relationships - with Kit Cox of Enate

Nov 18, 2024

Kit Cox, Founder and CTO of Enate, dives into the transformative impact of AI in customer relationship management within financial services. He discusses the challenges financial leaders face in catering to diverse customer preferences and the importance of personalized communication. Kit highlights how AI enhances customer engagement through real-time sentiment analysis and emotional intelligence. He also emphasizes the role of foundational models and the art of prompt engineering in solving complex problems to streamline operations and improve service delivery.

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Intro

00:00 • 2min

Navigating Customer Communication Challenges in Financial Services

01:39 • 2min

AI-Driven Customer Engagement in Finance

03:38 • 11min

The Role of Foundational Models in Financial Services

14:24 • 3min

Mastering Prompt Engineering for AI Problem-Solving

17:37 • 5min

Applying AI in Financial Services

22:16 • 5min