Next Generation of Sales Assistants in Banking: From CIM to Smart Bots and Whispering Agents

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9 July 2018

Key research questions

  • Why does the sales function need a facelift?
  • What are the front office use cases in banking?
  • What technology will bring the sales function to 2025?


Note: A webinar on this topic is also available.

The extended visual assistant (EVA) will enable retail bankers, private bankers, corporate, and institutional bankers to serve the multitude of clients their bank requires with the multitude of data that is available on their clients and on the world, thanks to the evolution of artificial intelligence: data analysis mixed with natural language understanding, processing, and generation.