Smarter CX: How AI is Changing the Game in Financial Services
The financial services industry is undergoing a transformation, and AI is at the heart of it. With customers demanding faster, more personalized experiences, AI enables organizations not only to meet but exceed expectations, driving smarter customer experiences (CX) with automation and augmentation.
Join Chris Reese, Vice President of Customer Success at Cresta, and Jeff Woodland, Sr. Director of Industry Marketing at Five9, as they explore how AI revolutionizes CX in financial services.
In this session, you’ll discover:
- Key market insights and strategic approaches for effectively applying AI to boost productivity and drive revenue growth.
- Illustrative examples of both exemplary and lacking customer experiences in financial services, highlighting the impact of AI.
- Success stories from customers leveraging AI and the tangible results they are seeing.
Don’t miss this opportunity to understand how AI is reshaping the financial services landscape and how you can leverage it to deliver smarter, more effective customer experiences.
Speakers
View more resources
How Sunbit scaled VIP-level service to millions of customers with Cresta AI
Sunbit's contact center was growing faster than their IVR could handle. By replacing their tree-based phone system with Cresta's AI voice agent and layering in real-time agent assist and 100% QA coverage, Sunbit contained 50% of interactions autonomously, cut routing time from 90 seconds to five, and drove average handle times down 10% — while customer satisfaction went up.
Scaling AI in CX: 6 Lessons from Leaders Turning AI Hype into Reality
Discover six practical lessons from CX leaders using AI in live operations, from choosing the right first use case to building momentum, adoption, and long-term impact.
Introducing the Next Generation of Cresta Insights
Cresta Insights is the system enterprises trust to turn customer conversations into the decisions that drive their business. With three new releases, it becomes more authoritative, more real-time, and more agentic than ever before.