BAI Webinar

Scaling financial customer service and advice amid COVID-19 chaos


Presented by:

RECORDED: November 10, 2020
TIME: 1:00 - 2:00 PM CT

Financial institutions are being flooded with customer queries—many having to do with recent developments around COVID-19.

How do you retool your contact center and branch offices to deal with this tsunami and scale high-quality service and advice across your customer-facing workforce? The answer lies in self-service automation, human augmentation, digital engagement, and real-time conversational guidance for service and sales staff.

Join us for this complimentary BAI webinar to learn more and see how blue-chip leaders are doing it successfully.

Key Takeaways:

  • Scale the consistency and quality of service and advice across all your bankers in the pandemic era
  • Ensure compliance at scale, amid evolving regulations around COVID-19
  • Future-proof yourself against unexpected disruptions, pandemic or otherwise


PRESENTERS:

Evan Siegel
VP, Financial Services AI
eGain

Evan Siegel is eGain’s VP Financial Services AI, where he is pursuing his passion of democratizing quality financial advice and coaching. He is leading eGain’s effort by applying the latest developments in AI, machine learning and knowledge management. This technology is powering financial firm’s support of their customers’ efforts to achieve their financial ambitions. Prior to eGain, Evan held various customer experience and sales strategy leadership roles over 15 years at Wells Fargo, where he also established the bank’s financial health coaching team that was featured in the annual report and brand advertising campaign.


Rick Bialobrzeski
Executive Vice President
GreenPath Financial Wellness

Rick Bialobrzeski heads up strategic partnerships at GreenPath Financial Wellness, a national nonprofit financial counseling organization based in Farmington Hills, Michigan. GreenPath counsels 200,000+ households annually and partners with 600+ organizations across the US. Rick has been with GreenPath for 24 years, where he focuses on fostering authentic partnerships that leverage the company’s scale and experience to better meet the needs of more people.