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Arming Front-Line Bankers with AI Tools That Win Clients
The relationship managers who resisted AI the hardest became its biggest advocates the first time it made them a hero in front of a client.
Recorded live at nSight in Charlotte, Jim Marous talks with Jillian Boyle, SVP at WaFd Bank, and Will Jung, CTO of nCino, about arming front-line bankers rather than automating them. WaFd, with nearly $30 billion in assets, put an app in its bankers’ hands and gave them back the time they used to lose to administrative work.
Boyle believes that while change management was an important part of the journey, banker adoption accelerated once teams saw how AI could help them better serve clients.
In this episode:
• Why WaFd gave its bankers AI tools and data instead of trying to replace them
• The moment skeptical bankers flip from resistance to adoption
• Why every banking problem does not need a large language model
Recorded at nSight, sponsored by nCino, with research access linked below. Banking Transformed, hosted by Jim Marous, publishes multiple times each week. Subscribe on Apple Podcasts or Spotify.
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By Evergreen Podcasts
4.7
8383 ratings
The relationship managers who resisted AI the hardest became its biggest advocates the first time it made them a hero in front of a client.
Recorded live at nSight in Charlotte, Jim Marous talks with Jillian Boyle, SVP at WaFd Bank, and Will Jung, CTO of nCino, about arming front-line bankers rather than automating them. WaFd, with nearly $30 billion in assets, put an app in its bankers’ hands and gave them back the time they used to lose to administrative work.
Boyle believes that while change management was an important part of the journey, banker adoption accelerated once teams saw how AI could help them better serve clients.
In this episode:
• Why WaFd gave its bankers AI tools and data instead of trying to replace them
• The moment skeptical bankers flip from resistance to adoption
• Why every banking problem does not need a large language model
Recorded at nSight, sponsored by nCino, with research access linked below. Banking Transformed, hosted by Jim Marous, publishes multiple times each week. Subscribe on Apple Podcasts or Spotify.
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