Quick Q&A on a

Proactive Customer Experience

Download now!

All fields required.

Rob Guilfoyle believes in technology that supports consumers’ financial goals with a focus on simplicity, security and convenience. He is a technologist, speaker and entrepreneur with a focus on the applications of advanced machine learning and natural language processing in the finance domain.

He shares valuable answers to these timely questions:

  • How does a proactive customer experience impact a financial services organization's bottom line?
  • How can banks and credit unions create a frictionless customer experience through AI?
  • Can AI help financial services organizations compete against fintechs?
  • How can AI help middle-market organizations compete against big banks?
  • How can banks and credit unions engage customers proactively on meaningful matters of financial health instead of just reacting to their transactions?

Rob Guilfoyle
Abe.ai (an Envestnet | Yodlee solution)

Sponsored by: