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Episode notes
How can commercial lenders build and maintain trust with their clients in the face of an uncertain global economic outlook? For financial services CEOs, it starts with refining work processes, managing risk, and maximizing the value of data generated by business and IT ecosystems.
In this episode, we delve into the journey of one leading CEO who has mastered the art of creating relentless customer experience excellence and shareholder value through trust-building.
Featured Experts
- Rick Bare, CEO and President, Automated Financial Systems Inc. (AFS)
- Dr. Elena Huff, Director, Consult Partner, Kyndryl
- Tom Yezzi, Customer Partner, Kyndryl
What you will hear
“One of the things we compete on is trust. Trust that we will not take you down a path that won't work. Trust that when we say we're going to deliver something, we deliver on time and on budget. Trust that our products have been tested and work as advertised. If clients won't trust you, they're not going to do business with you.” - Rick
"Human oversight and explainability and transparency are key in the use of AI, especially in financial services. So, final decisions are supervised by employees, even when using automated analysis. And this does help prevent bias and support ethical decision making." - Tom
“AI's role in financial services must grow exponentially. And one of the most promising areas, in our opinion, is Generative AI. Generative AI can assist in credit scoring, pricing models, and even customer engagement. For instance, we are exploring AI models that enable banks to create personalized landing options that are tailored to individual customer needs." - Dr. Elena
