Posts By: Juan Romera

The latest news & insights from our team of banking, fintech, and AI experts.

Juan’s Three Things on Fintech: Attack of the Webinars!

Webinars, webinars and more webinars. The struggle is real because without conferences, every service provider in fintech and digital banking seems to be holding webinars (yes, guilty here as well!). And let’s be honest, there’s no shortage of great topics to present/discuss right now including the impact of COVID-19 on financial services, personalization, open banking, […]


Juan’s Three Things – Spring Conference Season: Adjusting for the Pandemic

As’s Product Evangelist, a vital part of my role is attending conferences, speaking on panels/roundtable discussions, participating in webinars and staying on top of trends in the financial services industry in general. Just as we were all gearing up for the 2020 spring conference season in digital banking and fintech, the pandemic hit and […]


Five Things Financial Institutions Should Consider When Selecting a Conversational AI Provider

The ubiquity of conversational user interfaces including text-based messaging and voice-enabled devices is well documented at this point. The ability to use these conversational  channels for digital self-service is solidly moving from a delight to an expectation, across industries. As this once nice-to-have interface becomes a need-to-have, Conversational AI is not a question of IF […]


How Conversational AI Can Enhance the Way Financial Institutions Engage with Customers

If you happened to be seated at the table during the recent strategy sessions of almost any bank or credit union in the United States, you would have likely heard several similar topics: customer experience, innovation, retaining/growing customer base, fending off new challengers and financial wellness. The underlying theme in all of these is the […]


Abe AI and Trailhead Credit Union Partner to Launch Amazon Alexa Skill

Abe AI and Trailhead Credit Union Partner to Launch Amazon Alexa Skill We are excited to announce our latest partnership with Trailhead Credit Union as we launch across multiple voice platforms, opening up new levels of convenience, support, and engagement for their members on Amazon Alexa and Google Home. “Trailhead Credit Union has made an […]