Technology - Live Event

The growing impact of AI in the financial services sector

5th February 2020 | 6:00pm - 9:30pm | Craft, New York
A Meet the Boss event in association with People.ai

Artificial Intelligence is one of the most talked about technologies in recent years. But a recent Forrester survey found that 39% of business leaders are still not clear on what AI can be used for. One answer: to transform your client interaction.

• No More Bad / Manual Data
o Contacts, emails, phone calls and calendar information automatically entered into CRM.
o Save time and ensure accurate customer data.

• Buyer Persona Mapping
o AI uses your own treasure trove of data to understand which client personas are most engaged and responsive to your different product offerings.

• Forecast Better
o Use algorithms and key engagement data to predict the next quarter’s revenue with a higher degree of accuracy.

• Data-driven Coaching
o Always be learning – AI technologies can isolate actions and behaviors of top performers, and help proliferate those measures throughout your organization.

Please join People.ai and a select group of data-driven executives and finance industry thought leaders for a unique, interactive evening of peer-to-peer conversation, inspired by proven case studies and focused on how to transform your go-to-market organization with revenue intelligence and data actioning.

Discussion Topics

How do you access and leverage data? Are you confident in the data supporting your hypotheses? How do you make decisions?
How are you managing client interaction? Do you have a 360° view of your clients, what matters to them, and their interaction with your organization?
What predictive capabilities have you enabled? Does your organization leverage data and signals to anticipate opportunity, churn, sentiment and more?

Keynote Speaker

Hanyul Lee Area Vice President, People.ai
Hanyul Lee is responsible for leading and executing on the broader company go-to-market strategies for the… Find out more

Event Agenda

  1. 6:00pm - 6:30pm

    Welcome Reception & Cocktails

  2. 6:30pm - 6:40pm

    Introduction from Master of Ceremonies

  3. 6:40pm - 7:00pm

    Keynote speaker

  4. 7:00pm - 9:00pm

    Three-course dinner complemented with table discussion points

  5. 9:00pm - 9:30pm

    Wrap up from table champions and closing remarks from host

Craft, New York
5th February 2020
6:00pm

About People.ai

People.ai accelerates enterprise growth through the power of AI. With the industry’s only Revenue Intelligence System™, People.ai frees all customer-facing teams, including sales, marketing, and customer success, from manual data entry by automatically capturing all contact and customer activity data,… Find out more
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How Live Events Work

A Meet the Boss Live Event gathers together senior executives in one city, in an atmosphere dedicated to accelerating conversations vital to your business and personal success. Valuable conversations, useful connections and a unique 3 hour window focused on your… Find out more
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