AI can read and understand text
Posted: Wed May 28, 2025 5:12 am
Because generative , video, and sound, it can identify and summarize action items and insights from conversations, transcripts, and recordings to assist contact center agents.
Generative AI can help you improve and grow your customer service experiences, from no-touch interactions like self-service help with chatbots to high-touch situations like working through complex issues in a branch visit.
When using this technology, your top priority should be better serving your customers’ needs in order to meet your fiduciary responsibility. Last month, for example, the SEC proposed updating rules and regulations requiring wealth management firms to supervise AI technology, such as automated replies produced by generative AI. Future proposed regulations could lie ahead for all of financial services, so banking leaders should proactively think about how to manage the risks associated with using this technology.
By combining your trusted customer data with AI, you can america phone number list transform customer service in banking to improve the customer experience and boost loyalty.
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AI can help you deliver personalized customer service in banking
Our research found 63% of service professionals say generative AI will help them serve their customers faster, saving them over four hours weekly (or nearly one month per year).
Drawing from your trusted customer data, generative AI can automatically generate relevant content, such as action summaries and service replies. It helps agents find answers to known questions and issues, surfacing content from your knowledge base articles so they don’t start from scratch with each new caller. This makes your agents more efficient, allowing them to focus on more complicated cases.
Generative AI can help you improve and grow your customer service experiences, from no-touch interactions like self-service help with chatbots to high-touch situations like working through complex issues in a branch visit.
When using this technology, your top priority should be better serving your customers’ needs in order to meet your fiduciary responsibility. Last month, for example, the SEC proposed updating rules and regulations requiring wealth management firms to supervise AI technology, such as automated replies produced by generative AI. Future proposed regulations could lie ahead for all of financial services, so banking leaders should proactively think about how to manage the risks associated with using this technology.
By combining your trusted customer data with AI, you can america phone number list transform customer service in banking to improve the customer experience and boost loyalty.
Get articles selected just for you, in your inbox
Sign up now
AI can help you deliver personalized customer service in banking
Our research found 63% of service professionals say generative AI will help them serve their customers faster, saving them over four hours weekly (or nearly one month per year).
Drawing from your trusted customer data, generative AI can automatically generate relevant content, such as action summaries and service replies. It helps agents find answers to known questions and issues, surfacing content from your knowledge base articles so they don’t start from scratch with each new caller. This makes your agents more efficient, allowing them to focus on more complicated cases.