Conversational AI in Financial Services with Dave Schreffler & Peter Berbee

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Kane Simms

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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

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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.

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