Copilot for Banks – What is It and 7 Steps Before Considering

By now your bank is likely convinced on the merits of generative AI. Microsoft’s Office 365 CoPilot, the integration of the Microsoft version of OpenAI’s Chat GPT into the Office suite, represents the fastest, and likely safest way, to integrate the latest technology within your bank. Earlier this year, Microsoft dropped the 300 licenses minimum…

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Recap of Money 20/20 USA 2023 and 10 Banking Thoughts

Money 20/20 (M2020) is the only conference in the industry where it is both possible and expected to pull off two breakfasts, two lunches, three cocktail parties, and two dinners PER DAY. It’s a whirlwind of education, deal-making, eating, and hugging. In this article, we detail our thoughts and the trends we saw last week…

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Bank Marketing AI – 14 Applications That Are Worth Knowing About

If you are looking to see the future of how banks will utilize artificial intelligence (AI), look no further than marketing. Even if you are not a bank marketer, this article is worth a read to understand AI’s capabilities. Bank marketing AI is ground zero to showcase the transformation that is already taking place. We…

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Generative AI – 7 Lessons That Tate Taught Us

This month, we rolled out “Tate,” our generative AI chatbot driven by ChatGPT that was designed to increase the productivity of our employees and allow us to become familiar with large language models. It’s been two weeks since its introduction, and we have already learned more than we bargained for. As one of the first…

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AutoGPT Will Change Your Bank

Just when you were getting your bank’s head around how you will operationalize ChatGPT (our breakdown HERE), AutoGPT, an application built on top of ChatGPT, gets released and takes the technology to a new level. We have played with this “AI agent” for the past two weeks and can report that it will be a…

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ChatGPT 3.5 Turbo – The Risks and Ethics for a Bank Enterprise Application

Last week, we convened a group of 30 bankers to train on ChatGPT and ideate around new banking products related to the enterprise version. While we covered the 15 ways we use ChatGPT HERE to enable banking productivity, this class focused on productizing the application for banking needs. Since our last article, several companies, most…

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10 Big and Small Ideas From Gartner and Money 20/20 (2022) – Recap

Our teams just returned from back-to-back weeks at the Gartner Symposium in Orlando and Money 20/20 in Las Vegas. Gartner focused on technology infrastructure, while Money 20/20 was around fintech and payments. Every day we walked 8+ miles, talked to countless vendors, sat through PowerPoints, had our share of EDM piped into our ears, and…

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