AI in Financial Services Podcast Point of Sale and Point of Need Use Cases in Financial Services - with Kit Cox of Enate
Dec 2, 2024
Kit Cox, Founder and CTO of Enate, shares insights into how AI is revolutionizing customer interactions in financial services. He discusses the power of sentiment analysis and data triage at the point of sale, enhancing engagement. Additionally, he highlights AI's critical role in fraud detection and handling complex insurance claims at the point of need. The conversation dives into how visual data can transform service delivery and the future possibilities of AI technologies, illustrating a dynamic shift in customer experience.
AI Snips
Chapters
Transcript
Episode notes
Sentiment Analysis Simplicity
- Use LLMs for sentiment analysis; they're better than specialized models.
- Keep sentiment analysis simple (happy, sad, neutral) for actionable insights.
Constrained Categorization
- Constrain the categories when using AI for categorization in sales.
- Provide context to the model by specifying the available categories.
Categorize Then Extract
- Categorize documents before extracting information with AI.
- Knowing the document type helps determine the correct processing steps.