• Using Technology to Help Your Bankers be More Effective with their Clients

  • Apr 4 2024
  • Length: 1 hr and 29 mins
  • Podcast

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Using Technology to Help Your Bankers be More Effective with their Clients

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  • Summary

  • Unlock the secrets of sales enablement for banks & credit unions as Kerry Ryan from Seismic joins the podcast for an enlightening conversation that promises to transform your client engagement strategies. Discover how the seamless marriage of marketing and sales, empowered by Seismic's innovative technology, equips bankers with the tools needed for dynamic, personalized interactions. Kerry, with her profound experience at Salesforce and within the Financial Services industry, imparts her wisdom on how sales enablement is integral to adapting to changing client expectations and the strategic landscape of financial services.

    Afterwards, in our Quick Takes segment join Eric, Josh, & I as we dissect the role of AI in revolutionizing the banking industry. Delve into the nuances of leveraging AI responsibly amidst the challenges of personal data protection and inherent biases, while also celebrating its potential to enhance the synergy between technological precision and human expertise. We tackle the implications of AI's data consumption and learning limitations, offering a thought-provoking perspective on how this technology impacts everything from marketing strategies to historical preservation.
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