While AI is transforming CX, the financial services industry still relies on human expertise for complex, high-value interactions. But what does the ideal AI-human hybrid service model look like?

This session will break down how banks, credit unions, and insurers are redesigning their service models to combine AI-driven automation with high-touch, relationship-based engagement. Learn how leading financial brands are deploying AI to handle routine inquiries while equipping agents with enhanced tools to deliver premium, consultative service.