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Conversational AI in Banking:
7 Lessons Learned from the Field


Conversational AI is revolutionizing banking as we know it. In this white paper, we will help you navigate the latest developments in the field and the biggest challenges faced by banks today. 

cai aspot

Conversational AI in Banking: 7 Lessons Learned from the Field

 

Conversational AI is revolutionizing banking as we know it. In this white paper, we will help you navigate the latest developments in the field and the biggest challenges faced by banks today. 

You will benefit from this white paper if you are:
 

A business leader or technologist with customer-facing responsibilities.

At the start of your conversational journey and looking for best practices on securing investment and building strategies, platforms and experience capabilities.

Past securing investment and are looking to maximize ROI on current conversational AI programs or take your bank’s customer experience to the next level.

Discover how to avoid the most common pitfalls and unlock customer and business value—fast.


Here's a quick preview of the 7 lessons we’ll review in detail: 

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Creating a Conversational Bank:
7 Lessons

1.

Identify the Problems You’re Trying to Solve

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2.

Align the Business on a Conversational AI Vision

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3.

Think Strategically about Your Conversational Platform Architecture

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4.

Secure Funding & Momentum for Your Conversational Strategy

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5.

Staff the Right Talent: Starting with a Conversational Analyst

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6.

Create a Persona for Your Conversational AI Early

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7.

Optimize Your Virtual Agent Through Agile Design and Delivery

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Let’s build the future of banking together.

 

Read the White Paper

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