Thinking outside the Bots

In this report, we chart the legacy perceptions, developments, and challenges of AI chatbots – and explore what the recent advancements mean for financial institutions.

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From Conversational to Generative

Three main applications of AI in a financial services communications context

Increased comprehension

Decipher long-tail intents to produce more accurate bot responses.

Agent Assist

Gen AI extension enhances Live Chat channels by providing suggested responses to the agent that boost efficiency and maximize resolutions.

Training Support

Update common customer queries to configure the intent and improve performance. No technical skills needed.

Triage requests

Use AI to focus on highly qualified leads. Don’t miss an opportunity.

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