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Sphere for Employees – The Agentic AI Copilot Transforming Efficiency & Experience in Financial Services
Members Public

Frontline staff in banks and credit unions have to maintain a (seemingly) impossible balance. On the one hand, rising customer expectations challenge them to deliver evermore knowledgeable and personalized service across channels. On…

Kate Rogerson
Agentic AI
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The Challenges of Outsourcing Call Centers and Why Financial Institutions are Turning to AI
Members Public

The rise of call center outsourcing for overflow and after-hours calls was a logical and understandable evolution. In the late 1990s and early 2000s, company call centers recognized two developments – 1) their…

Kate Rogerson
AI Call Center for Banking
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interface.ai Secures Funding to Become the Most Valuable Agentic AI Company in Banking
Members Public

San Francisco, California, October 22, 2024 – interface.ai, the leading provider of agentic AI solutions for community banks and credit unions, today announced the successful completion of a funding round led by Avataar…

Kate Rogerson
Agentic AI
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Outpace your Competitors: Deploy AI Self-Service in Minutes with interface.ai
Members Public

Banks and credit unions are under pressure to adopt AI self-service channels to streamline operations and enhance customer service. Yet, many financial institutions face frustrating delays when trying to implement these systems. Traditional…

Kate Rogerson
AI Banking
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Agentic AI Explained: Definitions, Benefits & Examples of AI Agents
Members Public

Artificial intelligence has taken significant strides in recent years, but the next evolution is here: Agentic AI. Unlike traditional AI, which reacts to commands, Agentic AI operates autonomously, analyzing data, making decisions, and…

Kate Rogerson
Agentic AI
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Why AI Data Quality is Vital for Effective Conversational AI in Banking
Members Public

“Data quality makes or breaks Generative AI efforts” – Cornerstone Advisors The power of AI and GenAI rests on the quality of the data it is trained on. If the data is poor-quality,…

Kate Rogerson
AI Banking
Blue graphic featuring logos of Interface.ai and Del-One Federal Credit Union, with text about creating a great member experience in Delaware, where Del-One is the largest credit union.

How to Create the Best Credit Union Member Experience in One of the Most Competitive States
Members Public

In Delaware, competition in the financial services industry is fierce. As of 2024, there are 17 credit unions, five community banks, and 20 banks in Delaware alone. To stand out in this state,…

Kate Rogerson
AI Banking
Corporate slide titled "Balancing Tradition and Innovation" on attracting credit union members.

Balancing Tradition & Innovation: How Can Credit Unions Attract Younger Members Without Alienating Older Ones
Members Public

The older demographic of credit union members is well-known. This now, however, is presenting a significant challenge. To ensure growth, they must appeal to younger generations without alienating older members, who have been…

Kate Rogerson
AI Banking