Let’s Talk Generative Search: Rethinking Financial Services in the AI Era
Banking on Better Search: The Real Cost of Bad Answers—And How AI Fixes It Fast.
Cut through the hype and tackle what’s actually holding financial institutions back. As AI-powered search and Generative AI promise to transform the customer and employee experience, banks and financial services organizations are under pressure to modernize—without compromising compliance, trust, or performance.
Join Karine Hamel, VP of Finance at Coveo, alongside Kerri-Anne Beech, Senior Product Marketing Manager, and Kevin Gagnon, Enterprise Account Executive, for an engaging fireside chat–style webinar. Together, they’ll dive into how financial leaders can move past the buzz and build AI search experiences that truly deliver measurable value.
What you’ll walk away with:
- A view of the road ahead – See how banks, lenders, and wealth managers use AI search to cut costs, raise CSAT, and boost advisor and agent efficiency.
- A breakdown of the blockers – From legacy systems to fragmented knowledge and compliance risk, uncover the real challenges AI must solve in financial services.
- A trust-first strategy – Learn how to prevent hallucinations, ensure accuracy, and control sensitive content with enterprise-ready AI search.
- Success stories to model – Explore how leaders like Vanguard and Manulife drive measurable value with Coveo AI search—faster answers, smarter agents, better outcomes.
- Steps to get started – Leave with a practical framework to implement or optimize AI search—and finally eliminate the cost of bad answers.
