AI & Fintech Blog

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

Questions From Our Last Meeting – Integration with Third Party Chat & Messaging Providers

In this installment of “Questions From Our Last Meeting,” we cover how we integrate with chat and messaging providers. These offerings, from companies like Salesforce, Glia and Liveperson, are the natural evolution of the contact center from primarily phone communication to digital conversations and are great channels for your customers to speak with your support […]



We sometimes take for granted how easy financial institutions (FI) have made it for us to manage our financial lives. In times like these with a pandemic upon us, we realize we can still do most of our banking remotely from our homes. This not only benefits us as consumers, but it also helps the […]


Questions From Our Last Meeting – Quickly Training a Virtual Financial Assistant to Answer COVID-19 Questions

As a client-based company, the team spends a tremendous amount of time in meetings with current clients and prospects. In both scenarios, we are regularly asked questions or presented issues/opportunities related to conversational banking, artificial intelligence, digital banking integration and much more.  In a new series, we’ll periodically share short recaps of some of […]


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 […]