Conversational AI in Financial Services with Dave Schreffler & Peter Berbee

Picture of Kane Simms
Kane Simms

More ways to listen and watch

About this episode

Dave Schreffler & Peter Berbee join us to discuss how Conversational AI is being used in Financial services.

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.

In this episode

00:00 Introduction and presenting VUX World at the EU Chatbot Summit, We have a 30% DISCOUNT for you too: VUXEU23 to attend: https://theeuropeanchatbot.com/
02:21 Welcome Dave Schreffler & Peter Berbee
07:31 FSI industry
13:50 ‘Why do I need conversational ai’?
18:55 Solving real problems
24:48 Digital assistant adoption
28:25 Out of the box assistants
35:27 Ownership of CX
39:12 Not a heavy lift
42:52 Defining FSI use cases for AI
49:40 The most exciting opportunities for companies
57:10 Outro

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

Share

Weekly newsletter

The latest in AI-powered customer experience. Make better strategic decisions with the help of our weekly newsletter.

Host

Kane Simms

A strategic AI advisor who, for the past decade, has helped business leaders and product owners transform customer experience using conversational and generative AI.

Share

✓   Link copied

Weekly newsletter

The latest in AI-powered customer experience. Make better strategic decisions with the help of our weekly newsletter.

Top articles and podcasts

Related content

Cobus Greyling: why intents, graphs and conversation design have come full circle
Cobus Greyling on where enterprise AI is really heading: data, security, forward-deployed engineers and conversation design.
From answers to actions: building better government AI
Pete Kowalczyk on knowledge graphs, goal detection and moving AI from answering questions to taking action.
What’s really breaking your AI agents?
Discover where conversational AI projects actually break: contradictory source data, manual process and weak testing.
How Simplyhealth scaled voice AI to resolve 30% of calls
Paul Atkins, Head of Business Optimisation at Simplyhealth, breaks down how they scaled voice AI to resolve almost a third of calls, and what it took to get there.