How Focused AI Assistants Deliver the ROI That Big Digitalization Projects Only Promise. You know the situation: investments in artificial intelligence have been made, pilot projects are underway, yet tangible, business-altering success often remains elusive. Studies indicate that a majority of AI initiatives in the financial sector fail to achieve their strategic goals. You invest
If you follow Scott Brinker at chiefmartec.com, you know that the martech landscape isn't just growing; it's evolving. This week, the announcement for the upcoming "Martech for 2026" report announcement (Link) dropped, and the central theme is set to be the biggest disruptor since the cloud: Agentic AI. As a team obsessed with marketing technology,
New employees should become productive as quickly as possible. Internal knowledge shouldn’t be buried in folders, scattered across teams, or hidden in outdated FAQs. An AI Assistant as a central Knowledge Hub changes that — measurable, secure, and ready to use. Banks and financial institutions can accelerate onboarding, scale employee training, and boost back-office efficiency
How banks can implement a powerful FAQ assistant with clear structure and minimal effort – boosting customer service, conversion, and efficiency at the same time. Why FAQ Assistants Are Now Essential for Banks Bank customers today expect fast, precise, and 24/7 available answers. Whether it’s account management, credit card limits, or online banking – every
Artificial intelligence in customer service and marketing is no longer a future topic. While AI-powered assistants automate processes and deliver information efficiently, one term causes uncertainty: hallucinations. Decision-makers in banking, insurance, and finance are asking: Can AI generate false information? How do I ensure the answers remain accurate? This article provides a transparent, practical look
“A good advertisement is one which sells the product without drawing attention to itself.” – David Ogilvy Market Overview: The volume of customer data in banking and finance is exploding, while marketing and CRM teams are still stuck with outdated, clunky tools. Email marketing, performance campaigns, and personalized CRM journeys suffer from too much manual
⁉️The Myth of the Bad Chatbot "Our chatbot annoys more than it helps."This sentence is often heard in customer service—and with good reason. Many first-generation chatbots have disappointed: rigid decision trees, no context processing, zero understanding of customer intent. The result? Frustration on both sides. But that has changed. Modern AI assistants play in a
In today's digital era, both AI assistants and chatbots have become indispensable tools in the financial sector. Both technologies offer significant advantages, but also specific challenges. In this article we examine the differences between AI assistants and chatbots, the underlying technologies, the advantages and disadvantages of both systems as well as the potential dangers and
Introduction Our AI chatbot assistant uses advanced natural language processing (NLP) to deliver coherent and accurate answers. This guide describes the structured process from needs analysis to continuous optimization to ensure that the chatbot is tailored exactly to your needs. Step 1: Preparation and needs analysis 1.1 Customer advice Aim: Introduction to the possibilities and