How Artificial Intelligence Changes Customer Service

Compliance Frontline & New Accounts Lending Marketing Artificial Intelligence (AI)Managers & Supervisors

On-Demand Webinar

StreamedJul 18, 2025Duration90 minutes

Unlimited & shareable access starting two business days after live stream
Available on desktop, mobile & tablet devices 24/7
Take-away toolkit
Ability to download webinar video
Presenter's contact info for questions

Can your financial institution continue to thrive without AI?

This intro to AI will emphasize its impact on accountholder service and provide a concrete checklist you can use to evaluate and implement AI-supported customer service. Attend this webinar and don’t be left behind!

AFTER THIS WEBINAR YOU’LL BE ABLE TO:

Define artificial intelligence (AI)
Identify an AI-solvable problem
Explain potential risks and benefits of using AI for accountholder service
Recommend best practices for evaluating an AI solution

WEBINAR DETAILS

This program will explain the increase in AI performance, provide guidelines for identifying AI-solvable business problems, present AI legal and reputation risks, make the argument for adopting AI for customer service, and provide actionable steps you can take to prepare. The webinar presenter has implemented some of the first international multilingual web surveys, holds patents with Microsoft and eBay, was recognized with the Google Founders Award for the Chrome web browser, and trained Amazon executives on applying AI. Customer service is one of the first areas to be transformed by AI. Come prepared to learn practical approaches and ask questions.

WHO SHOULD ATTEND?

This timely webinar will benefit teller managers, loan office managers, portfolio managers, branch managers, customer service leaders, and legal counsel assigned to regulatory compliance.

TAKE-AWAY TOOLKIT

Checklist for evaluating and implementing AI-supported customer service
Employee training log
Interactive quiz
PDF of slides and speaker’s contact info for follow-up questions
Attendance certificate provided to self-report CE credits

NOTE: All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your institution is prohibited. Print materials may be copied for eligible participants only.