Major appointments this month involved Discover, Wells Fargo, JP Morgan Chase, Sterling Bank & Trust, Pacific Mercantile Bank, Home Bank and Fifth Third
Financial institutions are now quickly shifting priorities to ensure they are equipped to conduct business in a changing environment while also dealing with the effects of a health crisis
Your customers are already asking ChatGPT, Claude, and other AI assistants where to open an account, how to move money, and which lender to trust. Here's the question: "Is your institution part of their conversation, or is a fintech or another brand answering for you?"