BAI Webinar

Using Conversational AI
to Rapidly Respond in
a Changing Economy

Presented by:

RECORDED: May 19, 2020
TIME: 1:00 - 2:00 PM CT

New government programs, stimulus payments, changing regulations, stock market shifts, interest rate changes, and other financial customer concerns have stressed financial institutions’ ability to rapidly respond to customers.

Explore Conversational AI as a solution to scale and quickly adapt to meet these new demands.

Join us for this complimentary BAI webinar to hear examples and explore impactful methods that financial institutions have executed to rapidly adapt to meet customer needs while adjusting to this change.

Key Takeaways:

  • Quickly scale using chatbot technology
  • Identify and answer frequent customer questions to lessen call center load
  • Use Conversational Analytics to tailor a cross-channel conversation



Russ Nelson
Adobe Platform Lead

Russ runs a hypergrowth team at Sirius using the Adobe Experience Cloud Platform to provide Digital Marketing Services. He has 15 years of experience across Financial Services, Healthcare, and Retail. After starting his career with IBM and Deloitte, Russ has focused solely on enabling marketing teams to deliver outstanding Digital Experiences.

Russ uses his understanding of the Marketing Technology solutions in the market, along with digital marketing strategies that previous customers have employed successfully to help new customers lay out multi-year marketing capability roadmaps. Coaching a customer to “begin with the end in mind”, Russ helps create an achievable vision for future and steps to achieve the vision.


Samantha Gore
Sr. Consultant, FSI

Samantha has been working with financial services clients on their digital strategy for the last 15 years. Before shifting into marketing technology as a solutions consultant for Adobe, Microsoft, and AOL, she spent time optimizing digital campaigns for clients across pharma, retail, and financial services at Microsoft, U.S. News and World Report, and Tribune Publishing. Her prior experience on both the advertising/agency & publishing side enabled her to gain a deeper understanding of the benefits corporations and customers attain from an integrated platform.

Prior to joining Sirius as a solutions architect, Samantha spent several years as a solution consultant for Adobe’s Experience Platform (formerly Adobe Marketing Cloud) consulting with prospects and clients about their business objectives and challenges, current digital trends, and mapping those to integrated solutions to derive business value.