Finance - Virtual Roundtable

Conversational AI: Bringing Personalized Support Back to Finance

5th October 2021 | 11:30am - 1:00pm EST
How can you recapture the connections of a personal banker while facilitating scale?

A Meet the Boss virtual roundtable in partnership with LivePerson

The past year has redefined how consumers interact with the brands in their lives, and that extends to financial services. From job loss and financial hardships to unprecedented opportunities to refinance assets – people really needed their financial services institutions to show up for them. For those that fell short, you can bet consumers took note. A survey from Foresight Research saw a 100% increase in consumers reporting that they are “extremely” or “very likely” to switch banks compared to pre-pandemic.

Conversational AI and messaging can allow banks to connect with consumers on an individual level, leveraging first-party intent data and authenticated messaging to provide personalized support based on their history and in the moments that matter. Through a combination of bot and human support, banks can maintain these relationships consistently across web and mobile apps, increasing revenue, retention, and customer satisfaction.

Join LivePerson and a small group of peers to learn how conversational AI can build trust and affinity with your customers, fostering individual relationships while reducing labor costs.

Discussion Topics

How are you thinking about customer service and sales operations as we come out of the pandemic?
What initiatives are you prioritizing to provide better digital experiences given the rapid shift in consumer preferences?
How are you currently handling your biggest inbound contact drivers? Are you leveraging AI and digital channels like messaging?
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Previous Attendees

Fernando Machado
Activision Blizzard
Jennifer Christie
Naveed Tariq
Vice President, Corporate Strategy & Group Innovation Operations,
John Pillar
Line De Decker
Chief Transformation Officer,

About LivePerson

LivePerson makes life easier for people and brands everywhere through trusted conversational AI. Our 18,000 customers, including leading brands like HSBC, Orange, GM Financial, and The Home Depot, use our conversational solutions to orchestrate humans and AI, at scale, and… Find out more
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