RingCentral
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AI Agent Assist: Unlock Banking’s Next Growth Era

See how banking providers can deliver faster, smarter experiences by empowering frontline staff with AI-powered assistants.

Customer expectations in banking have never been higher, and the margin for error has never been tighter. A single poor interaction is all it takes, and now nearly one-third of banking relationships are at risk.

In this webinar, you’ll see how AI-powered assistants equip frontline service reps with intelligent workflows, real-time guidance, and live compliance monitoring, enabling consistent, personalized service at scale.

In this webinar, banking executives will learn:
• How leading institutions are deploying AI to cut operational friction, protect customer loyalty, and unlock growth
• How to improve CX and client satisfaction with automated and personalized communications
• How to streamline operational efficiency and boost the performance of frontline agents with automated note-taking, conversation guidance and insights
• How to convert compliance oversight into a proactive driver of trust

Webinar Presenters:
• Marc Bernstein, CEO and Founder, Balto
• Matthew Lehman, Head of Industry Strategy, RingCentral



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