[DOWNLOAD] Your Guide to Conversational AI in the Banking Industry

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In an industry where many organizations offer similar, if not the same, services at a very similar cost, it is important to show customers why your financial institution stands out from the crowd. For many customers, the differentiating factor will be customer service.  They expect to receive efficient, helpful, personal and timely customer service on their schedule. Previously, this may have seemed like an unattainable goal, but that is no longer the case. With Conversational AI, financial institutions can offer helpful and personalized customer service and digital banking services quickly and on the channels where their customers prefer to interact. 

In the Guide to Conversational AI for the Banking Industry, we provide information about how Conversational AI will set your financial institution apart, and ensure your customers have a pleasant banking experience. We also showcase a variety of banking-specific use cases in which deploying Conversational AI has led to successfully helping more customers by automating customer transactions, offering more personalized customer experiences, and responding to customer queries more instantaneously. If you are interested in learning more about how Conversational AI can help your bank or financial institution improve customer satisfaction, we invite you to download our guide. 

Who is the Guide to Conversational AI for the Banking Industry for? 

  • Leaders in Digital Banking and Innovation
  • Call Centre and Customer Care Managers 
  • Customer Experience Change Agents
  • Procurement Teams

What will you learn from this guide?

  • How Conversational AI is changing the banking industry
  • The proven banking-specific use cases that are delivering the most success
  • The importance of ongoing AI training and optimization to elevate customer satisfaction scores
  • Why gathering customer insights from conversations is beneficial 

If you have any questions and would like to speak to one of our Conversational AI experts, feel free to contact us.

Conversational AI for the banking industry

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Artiom Kreimer

VP, Product & Analytics

Artiom has spent 10 years in software and mobile engineering, specializing in quality assurance and customer service. He has worked in testing and QA at both startups and in enterprises such as Clickfree, TELUS, and Freescale Semiconductor.

Michel Benitah

VP, Optimization & Delivery

Michel has 20 years of experience in leading the successful delivery of Conversational AI and Natural Language Customer Care solutions to some of the largest financial, telco, healthcare, utilities, and retail enterprises throughout North America. 


Prior to joining Wysdom, Michel spent 20 years at Nuance Communications, holding senior management and leadership positions within the enterprise division, most recently as director of the Toronto office and professional services team.

Frederic Lam

SVP, Sales

Fred brings in 25 years of international experience in sales and business development across North America, the Caribbean, Asia-Pacific, Europe, and the Middle-East.


Prior to Wysdom.AI, he held sales leadership positions at Oracle, Redknee, and Movius/Glenayre, successfully growing revenues in both large and small organizations. Fred has also been involved in the start-up community in the earlier stages of his career as an Investment Manager with SP Capital and was an alternate director on a few investee companies.

Karen Chan

Chief Engineering Officer, Co-Founder

With 20 years of experience in software and mobile, Karen has held senior technical roles at 5 startups, including Wysdom.AI, Clickfree, Mobile Diagnostix (HP), Teamatic, and Virtualthere.

Karthik Balakrishnan

Chief Technology Officer

Karthik has over a decade of hands-on, proven global expertise in emerging technologies and implementing intricate platforms and solutions for telecommunications and enterprise during his time at Amdocs, with senior positions in their India, Cyprus, America, and Canada offices.

Nitin Singhal

Chief Operating Officer

Nitin has over 20 years of success in global executions of business technology, driving operational efficiency and digital scalability for some of the world’s largest enterprise clients. 


Nitin spent 16 years at Redknee holding executive positions in Research and Development, Customer Operations, Partner Alliances, and most recently as COO.

Jeff Brunet​

President, Co-Founder

Jeff has more than 20 years of experience in the startup world, founding and growing 4 software companies: AracNet, Mobile Diagnostix (HP), ClickFree, and Wysdom.AI. 


His in-depth understanding of software development and the challenges in making new technologies successful in the startup world prove invaluable as he serves on the boards of XMG, SurfEasy (Opera), Locationary (Apple), Groupie, and as an advisor to Pushlife (Google), LogMeIn (IPO) and HP. 


Jeff holds 23 issued patents in the wireless and consumer electronics spaces and is the lead inventor on 30+ pending patents.

Ian Collins​

CEO, Co-Founder

Ian has founded and grown 6 technology companies over the past 20 years, primarily in the enterprise software space including Wyrex, Mobile Diagnostix (HP), Clickfree, and most recently Wysdom.AI. 


Ian invests, mentors, and sits on the boards of several startups in the Toronto area.