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:
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.
Today’s customers move across channels and your AI Agent should too. Cresta’s Omnichannel AI Agent delivers seamless, personalized support across voice and digital channels, switching channels when it helps and preserving context throughout to guide every interaction to resolution. Powered by GenAI, it’s fast, connected, and built for real CX journeys.
Cresta was named a Leader in The Forrester Wave: Conversation Intelligence Solutions for Contact Centers, Q2 2025. Discover why Forrester named Cresta a "...force to be reckoned with" in conversation intelligence, and why we received the highest possible scores in 16 crucial criteria.
“Challenges mean nothing to them”. Hear from Laif Wheeler, Mutual of Omaha’s Vice President of Customer Acquisition, on why implementing Cresta’s end-to-end AI platform was made seamless and easy, thanks to Cresta’s strategic partnership.