Engage Smarter AI

Autonomous driving has shown us that rolling out AI safely requires a clear, staged approach to risk and oversight. Just as autonomous vehicles progress from driver-assisted to fully autonomous levels, financial services can benefit from a similar, level-based framework for AI deployment. At Engage Smarter AI, we envision a world where AI enhances customer experience responsibly, moving from simple task automation to advanced, risk-aware #AI capabilities. By gradually increasing AI’s autonomy—while ensuring human oversight at key stages—we can optimise service, reduce friction, and keep customer safety at the forefront. 🌐💡 Discover more about how these levels help turn the “risk dial” safely and effectively in our founders Matt Gosden's blog post: https://lnkd.in/etUFTggb #Autonomousdriving #Fintech #tech #finance Image: Balancing Automation and Risk in FS customer service and guidance (created with Dall-E).

Read our Founders latest article 👇🏼

Bridging the Generative AI Adoption Gap 🌐 Research highlights from the AI Literacy Institute show a clear gap in generative AI adoption across gender and age lines, with many facing barriers like lack of training, awareness, and confidence. Generative AI holds significant potential for job success, innovation, and efficiency, and everyone deserves a seat at this table. But it's important to allow individuals across all backgrounds to harness the benefits of this technology confidently. At Engage Smarter AI, we're committed to making financial guidance inclusive for everyone. 🌍 Read more about the insights and findings in the full report. https://lnkd.in/eQPFhuYA

Looking forward to being part of the event!

Another great session!

What Is Conversational AI? According to Forbes, conversational AI is rapidly transforming our interactions with technology, enabling more natural, human-like dialogues with machines. By leveraging natural language processing (NLP) and machine learning, conversational AI empowers computers to understand context and intent, responding intelligently to user inquiries. In recent years, we've seen the development and enhancement of a wide range of conversational AI tools and applications, from virtual assistants and chatbots to interactive voice systems. As this technology continues to advance, it significantly enhances customer service, streamlines business operations, and opens up new possibilities for intuitive, personalised human-computer interaction. In his latest article, Dr. Elijah Clark, DBA, delves into the workings of conversational AI, exploring critical use cases, highlighting top platforms, and discussing the exciting future of this technology. Full article here 👉🏼 https://lnkd.in/e9cdagqJ At Engage Smarter AI our aim is to bridge the financial guidance gap in the UK, particularly for lower wealth segments that are underserved by insurers, banks, and pension funds. Our technology and AI solutions empower financial services companies to help their customers make informed financial decisions. With 15 to 25 million consumers needing guidance but lacking access, our mission is crucial. By combining automated financial guidance with AI, we enable broader access to intelligent support at a lower cost. #ConversationalAI #FinTech #FinancialGuidance #ArtificialIntelligence #Pensions

A question arises: “What’s my pension worth?” You receive an immediate answer, and then you're prompted to explore the value of your other pensions. You respond with a “yes,” and the information is provided. Curious about what those pensions will offer you upon retirement? You ask, and it tells you. Next, it asks if you’d like to consolidate them into one pot. You say, “Yes, please,” and it presents an application widget right there. And if you prefer to do this at 10:45 at night when the kids are asleep? That’s perfectly fine! Imagine that. That’s what we’re creating... We're proud to spotlight a recent article by Corporate Adviser, featuring insights from our CEO, Matt Gosden, and Stephen Coates Head of Proposition at Mercer Workplace Savings. The pension industry has long grappled with meaningful engagement, but AI and Large Language Models (LLMs) are set to change that. Discover how LLMs are revolutionising pension engagement. Read the full article by John Greenwood 👉🏼 https://lnkd.in/ePJpEn9D or take a look at the PDF below. #AI #pensiontips #conversationalAI #tech

Introducing Andy Dickson, Market Strategy Director for Engage Smarter AI. Andy is a workplace pensions and institutional investment professional with extensive experience, insight and knowledge across the UK and international pension systems. He has worked with Defined Contribution Master Trusts and Providers, in Global Asset Management, FinTech and Consultants. The financial advice and guidance gap in the UK is huge with around 25 million consumers unable to access or afford it, including most DC pension savers who have been auto enrolled into the system. Making personalised guidance available for all pension scheme members, cost effectively, is a very real challenge. Finding a solution to this perennial problem is what attracted Andy to join the team. Engage Smarter AI’s innovative technology enables financial services companies and DC master trusts and schemes to bridge the financial guidance gap, allowing their customers and scheme members to make better financial decisions. Outside of work Andy spends time with his family and enjoys travel, hiking, horse riding and biking in the summer and skiing in the winter months. He plays keyboards with a Glasgow based Rock Band called Shardlake who perform regular sell-out gigs. As a multi-instrumentalist, he has composed and published two solo albums. 🎹 #MeetTheTeam #FinancialGuidance #EngageSmarterAI

Hi everyone, I didn’t attend the Pensions and Lifetime Savings Association conference this year - but did spot that AI featured in some sessions - for the first time. This is just the start as AI impacts so many aspects of our lives - including the U.K. pensions and savings sector. Engage Smarter AI is at the forefront of delivering smart AI financial guidance and educational support for consumers and members of pension schemes, and published a white paper this summer: Mind the financial guidance gap: the compelling case for Conversational AI. The paper provides insights into the latest industry research, market intelligence and Engage Smarter's own field data into the game-changing impact that innovative conversational AI is having on financial guidance. I hope you find this an informative and engaging read and I would welcome feedback. Feel free to get in touch if want to find out some more…

Innovative conversational AI is revolutionising financial guidance by offering fast, personalised support to millions who currently lack access to financial advice. This transformative technology not only cuts customer management costs by 80% but is also 90% cheaper than traditional human guidance. Additionally, it boosts productivity by 30-50%, enhances accuracy, and ensures compliance with the FCA’s Customer Duty. By leveraging conversational AI in financial guidance, we unlock significant benefits—both personally and professionally. It delivers outstanding experiences for customers, advisers, and operations while significantly reducing costs and adhering to regulatory requirements. For a deeper dive into this topic, check out our recent case study, "The Compelling Case for Conversational AI." To receive a copy, please email felicia@engagesmarter.ai Or visit here for more information 👉🏼 https://lnkd.in/d7CAkxia #FinancialInclusion #EconomicEquity #FinancialGuidance #Tech #InclusiveEconomy