Banks and financial institutions are rapidly adopting AI and changing how they operate—they’re making decisions faster, personalizing service at scale, and cutting costs across the institution. These shifts aren’t inconsequential; they have the potential to be real game changers for the sector.
Why the sense of urgency? The data reveals:
Below are four priority AI use cases that are currently driving the biggest impacts in financial services: enhanced account holder experience, fraud detection, risk and compliance management, and operational efficiency. Click each tab to get a quick read on what each use case can do, a concrete example, and the business value.
Deliver highly personalized, contextual interactions that make every account holder feel known and served faster.
Key ways it delivers:
Example: A customer summary is delivered—within seconds—to a call center agent, including account holder credit usage, support history, and next-best action.
Value: Faster resolution, higher NPS, and increased cross-sell/upsell conversion
Learn more about enhancing account holder experiences with AI and its associated technology challenges in this new eBook.
