Correspondent Blog

Last week, we covered the first two steps in using AI-driven marketing data to uncover the customer’s intent. (HERE). This week, we discuss the last two steps and show how generative AI is the new major change in bank marketing when it comes to becoming much more effective at leveraging customer intent. Interpreting topic models…

As we near the final stages of strategic planning and budgeting, several bank technology trends are emerging that will play out over the next several years. This list isn’t necessarily for bank technologists but for business line executives who make decisions on products and services. In this article, we highlight these investments, put them in…

The spectacle that is Money 20/20 (Money 2020 or M2020) went down last week, and it did not disappoint. Money 2020 is likely the conference with the lowest conference-attendee-to-session-attendee ratio in the industry. While the sessions were interesting,  the heart of the conference is all about sales, partnerships, and deal-making. In this respect, 2024 was…

Intelligent agents, or “agentic AI,” are poised to change the face of bank operations. At the same time, banks are striving to figure out how to employ generative AI (gen AI) in their operations; part of the answer lies in the intelligent agent. Like how the Internet and smartphones changed banking, these autonomous reasoning models…

Is Copilot for Microsoft 365 (M365) worth it for banks? Microsoft’s integration of ChatGPT into its suite of apps has created a set of productivity tools that some bankers will instantly use. However, Copilot does come with a set of risks, one of which is that some bankers will only reluctantly use the product. This…