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"AI That Grows Loans: A Practical Playbook"

This playbook will demonstrate the best way to meet the high expectations of loan customers is to prioritize their needs at each step of the application process.

Bank and credit union profitability hinges on their ability to drive loan growth. But attracting new loan customers is complicated both by intense competition among financial services companies and the fact that customer expectations about how they will be treated have never been higher. 

Banks and credit unions can stand out from the competition by focusing intensely on the customer experience. In fact, a recent Accenture study found that customers prefer firms that prioritize transparency, personalization, and exceptional customer service. The question for financial services companies, of course, is how to exceed customers’ engagement expectations. In this playbook, you’ll learn how to use AI to attract and retain loan customers. Topics covered include: 

• How AI handles routine tasks, freeing up loan officers to provide personalized service
• How AI supports new loan officers with up-to-date insights to best support customers
• The benefits of personalized, omnichannel engagement

Offered Free by: Banking Dive's studioID and Glia
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