Corey Besaw, President of APAC and a co-founder of Ubiquity, dives into the customer service complexities in fintech. He discusses how fintechs often prioritize self-service over human interaction, despite the importance of trust in financial transactions. The hidden costs of customer service, the challenges of scaling with fragmented tech stacks, and the necessity of balancing automation with a human touch are key points. Besaw emphasizes that younger customers value personal communication more than assumed, highlighting the emotional connection needed in financial services.

Corey Besaw, co-founder of Ubiquity, joins Aditi Shekar, CEO of Zeta, and AI engineer Mike Forsyth to discuss the AI concierge revolution in fintech. They delve into Zeta's unique approach, combining generative AI with human support to enhance customer service and ease financial stress. The conversation highlights how AI can handle substantial customer inquiries, enabling human agents to tackle more complex problems. They also explore the delicate balance between automation and compliance, emphasizing the future of personalized and proactive financial interactions.