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Modernizing customer relationships in financial services

Will you be a winner or a loser in this new digital-first world?

The days of needing to visit a local bank branch to deal with one’s finances are long gone.

Today’s Millennials are all grown up, and their Gen Z siblings are now pushing 20. Combined with the impact of an on-going global pandemic, the emerging digital-first world is creating new winners and losers amongst financial institutions of every kind; banks, credit unions, insurance companies, you name it.

Anyone showing reluctance to act, or an inability to adapt, risks being left behind by the unforgiving nature of digitally native consumers.

Watch the webinar and learn:

  • How virtual agents powered by conversational AI help financial institutions of all sizes win customers and members while driving down support costs.
  • Easy ways to eliminate risks and manage through potential stumbling blocks so that you can move fast - and catch up with the expectations of digital customers.
  • Fresh perspective strategies and questions you need to ask yourself to determine the best way forward for your organization.

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Monika Niedbalska (host)
Community Manager,
Jørgen Steines
Partner, Deloitte Cosulting

Jørgen Steines is a Partner at Deloitte Consulting who has been involved in implementing conversational AI in several successful projects. He has a focus on financial services clients and is one of the leading strategic advisors in Denmark for the application and implementation of various kinds of automation technologies including Robotic Process Automation, AI and chatbots.

Benjamin Maxim
AVP of Digital Strategy & Innovation, MSU Federal Credit Union

Benjamin Maxim joined MSU Federal Credit Union in 2007 and currently serves as Assistant Vice President of Digital Strategy and Innovation. For more than a decade he has championed the adoption of innovation across the organization and analyzed emerging trends and technologies. As AVP of Digital Strategy and Innovation, he is responsible for providing strategic direction for existing and future digital channels by prototyping and scaling new solutions. The goal is to assess emerging trends, technologies, digital platforms, and potential partnerships that allow the credit union to go beyond expectations with innovative member experiences.

Grete Øvrebø
Head of Financial Services,

As the Head of Financial Services at, Grete is responsible for overseeing the implementation of the company’s conversational AI platform for its banking and financial services customers. She has led her team to numerous successful implementations of virtual agents for some of the largest banks and financial institutions in Europe and was recently nominated for the Nordic Women in Tech Awards 2020.