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Discover Planky's Decisioning Engine – a game-changer for financial institutions. Reduce manual processes, improve decision accuracy, and increase revenue. This tool uses real-time data and AI to streamline application processes and enhance customer satisfaction. #SmartDecisions #AI #Fintech #OpenBanking #IncomeVerification #Fintech #Innovation #Planky #OpenBanking #Categorisation #DataManagement #DataEnrichment #Finance #Lending#DataAnalytics #Fintech#AI #GenAI #SaaS #underwriting #Affordability #TechSolutions #Decisioning#underwriting#KYC#KYB#AML#AMLcheck #Software #DataScience #BusinessIntelligence #TechInnovation #DecisionMaking #AI #MachineLearning #BusinessGrowth https://lnkd.in/ggw6ANjj

Salesforce’s recently launched Einstein Copilot AI assistant is designed to help bank service agents quickly obtain the information they need when dealing with each customer. Rather than switching among different systems and applications to perform tasks or find the background information they need, agents can simply ask Einstein Copilot, and it will automatically initiate actions such as a fee reversal request, or pull out a list of recent customer transactions. Read more here: https://lnkd.in/g6RfXxpn

Explore the advantages of using SMS for invoice reminders and debt collection enhanced by AI, providing statistics on its cost-effectiveness, response rate and greater customer satisfaction versus traditional strategies.

Transform your financial services with AI! Our upcoming webinar will show you how to get started faster using prebuilt prompts for wealth management, banking, and insurance. Sign up now!

Transform your financial services with AI! Our upcoming webinar will show you how to get started faster using prebuilt prompts for wealth management, banking, and insurance. Sign up now!

Transform your financial services with AI! Our upcoming webinar will show you how to get started faster using prebuilt prompts for wealth management, banking, and insurance. Sign up now!

In the dynamic landscape of finance, customer engagement is paramount. As technology continues to evolve, so do customer expectations. The integration of automation emerges as a pivotal strategy in reshaping these interactions. Automation isn't merely about streamlining processes; it's about crafting seamless and personalized experiences. By leveraging advanced algorithms and AI-driven solutions, financial institutions can anticipate customer needs, delivering timely and relevant support. From onboarding to ongoing service, automation simplifies complex tasks, allowing teams to focus on high-value activities. Routine inquiries, account management, and even investment advice can be efficiently handled through automated systems, freeing up valuable resources. Ultimately, the role of automation transcends operational efficiency—it's about elevating the customer experience. By harnessing the power of automation, finance professionals can foster stronger relationships, drive loyalty, and differentiate themselves in a competitive market. Join the movement towards a more agile, customer-centric finance industry. Embrace automation and unlock new possibilities for transformative customer engagement https://buff.ly/3vvlOML #qBotica #CustomerExperience #AutomationInFinance #AI #FutureOfFinance #StreamliningProcesses

Transform your financial services with AI! Our upcoming webinar will show you how to get started faster using prebuilt prompts for wealth management, banking, and insurance. Sign up now!

📢 Embracing Smart Collections In today's dynamic financial landscape, a thoughtful collections strategy is more critical than ever. Here’s why: Revenue Growth: Leverage connected customer data and next-gen engagement strategies to drive growth and mitigate losses. Productivity Boost: Utilize AI and analytics to enhance team efficiency and predict potential defaults. Client Experience: Adopt a personalized, empathetic approach to maintain positive customer relationships. Data Management: Implement strategic data solutions for better risk assessment and decision-making. Process Optimization: Streamline collections with automation and omnichannel communication. Service Excellence: Modernize platforms and integrate AI to enhance engagement and recovery rates. Stay ahead by embracing these trends and ensuring your collections strategy is both effective and customer-centric. Learn more in our latest blog: https://lnkd.in/gKdEwRm7 #Banking #FinancialServices #CollectionsStrategy #CustomerExperience #AI #DataManagement #Productivity #Salesforce

🚀 𝐆𝐞𝐧𝐀𝐈: 𝐓𝐫𝐚𝐧𝐬𝐟𝐨𝐫𝐦𝐢𝐧𝐠 𝐅𝐢𝐧𝐚𝐧𝐜𝐞 𝐁𝐞𝐲𝐨𝐧𝐝 𝐭𝐡𝐞 𝐁𝐮𝐳𝐳 🚀 GenAI is revolutionizing the financial industry, moving from a mere buzzword to a critical driver of innovation. It's reshaping customer interactions and compliance in WealthTech and enterprise solutions, offering efficiency and personalized experiences. 𝐖𝐡𝐲 𝐆𝐞𝐧𝐀𝐈 𝐌𝐚𝐭𝐭𝐞𝐫𝐬 𝐍𝐨𝐰 ✔️ Traditional AI in finance focused on automation and analytics. GenAI introduces a new era of personalized, efficient customer service and compliance. ✔️ Real-world demos, such as #SIX's market data terminal and trade surveillance tool, showcase GenAI's speed and intelligence, enhancing user experience and operational productivity. 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬: ✔️ SIX Market Data Terminal: A GenAI interface reduces data retrieval time from 46 seconds to just 10, democratizing access for all users. ✔️ Trade Surveillance with GenAI: It aids compliance officers in justifying false alerts, saving time and improving report quality. 𝐓𝐡𝐞 𝐅𝐮𝐭𝐮𝐫𝐞 𝐰𝐢𝐭𝐡 𝐆𝐞𝐧𝐀𝐈 The potential of GenAI in finance is immense. Collaborative efforts and data science expertise are essential to unlock innovative solutions that drive business impact. Deloitte has developed a robust Generative AI suite, integrating expertise from our #legal, #riskadvisory, and #consulting teams. Connect with us to explore more. Let's embrace GenAI to redefine finance. The journey is just beginning, but the possibilities are limitless. #GenAI #FinanceInnovation #WealthTech #DigitalTransformation