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Juan Romera on How Conversational A.I. is Driving Hyper-Personalized Banking Experiences
Juan Romera, Product Evangelist at Abe.ai joins Mike Langford to explore how conversational A.I. is allowing banks and other financial institutions to deliver hyper-personalized experiences for their customers.
One of the most fascinating parts of the conversation comes when Mike and Juan dive into how virtual financial advisory tools, driven by conversational A.I., allow services that were previously only delivered to HNW and UHNW clients to be made available to every client.
Note: Abe.ai was acquired by Envestnet | Yodlee in 2019 and today their tools leverage the full power of Yodlee's Insights Solutions.
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By Mike Langford
5
33 ratings
Juan Romera, Product Evangelist at Abe.ai joins Mike Langford to explore how conversational A.I. is allowing banks and other financial institutions to deliver hyper-personalized experiences for their customers.
One of the most fascinating parts of the conversation comes when Mike and Juan dive into how virtual financial advisory tools, driven by conversational A.I., allow services that were previously only delivered to HNW and UHNW clients to be made available to every client.
Note: Abe.ai was acquired by Envestnet | Yodlee in 2019 and today their tools leverage the full power of Yodlee's Insights Solutions.