Delivering a Trusted Digital Advisor to Business Banking Customers via Artificial Intelligence posted 03/03/2023







Featuring: Adam Johnson & Julianna Kolb, Barlow Research Associates, Inc.

One of the key trends currently shaping the digital banking landscape for business customers is the leap forward seen in financial institutions using advanced technology to deliver a more personalized or contextualized online and mobile banking experience. While leading financial institutions are already leveraging tools and selection assistants to make recommendations, finding ways to leverage AI to provide business customers with contextualized recommendations based on existing data will create even greater insights for businesses and how they manage their money.

Further, the idea of using technology to effectively complement the role of a trusted advisor or Relationship Manager is becoming more and more realistic. The implications for having this functionality within reach may be massive, both for the bank and for many smaller businesses without access to a trusted advisor at their current bank.

Join Barlow Research on Friday, March 3, 2023 for a deeper discussion on the topic of AI-driven insights for digital business banking customers. In this session you will learn:

  • Business banking customers’ attitudes and preferences when it comes to digital support features.
  • Examples of how leading institutions are currently supporting business customers with personalized recommendations.
  • Opportunities and considerations for using contextualized insights to service different business customers segments.

This discussion is designed for anyone involved in small business banking, relationship management, sales and sales management, marketing, market research, risk management or line of business strategy.

Program Membership

Get access to this research content and much, much more by becoming a member of one of Barlow Research's Subscription Research Programs. Learn how your entire insitution can enjoy the benefits our research!