The AI Manifesto

The AI Manifesto

Sandwiched between corporates and fintechs, there’s a special pressure on regional banks and credit unions. With neither the deep pockets of global providers, nor the clean-sheet agility of digital startups, regional players like you are between a rock and a hard place.

You’ve got to cut costs while maintaining the kind of human-touch white-glove customer service people love you for. You’ve also got to respond to consumer demands for hyper-personalized experiences and multi-channel choice. You’ve got to navigate increasingly tight regulation and security requirements. And you’ve got to do it all with legacy tech, and maybe a few point solutions you’ve patched in over the years. 

In this paper, we’ll provide a pragmatic and proven way forward with workflow automation and ask you to consider the three measures of success for investments. 

In this paper, we ask: 

  • Are your automation point solutions giving you the operational efficiency and cost-savings you need to meet tough margin targets? 
  • Can you afford to keep delivering the kind of service that will keep customers and members happy, loyal, and open to upsell? 
  • How will you make sure your agents are supported and motivated enough to keep recruitment and training costs down?   

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