Marketing Financial Services AI: Alexa Skills and Proprietary Chatbots

Virtual assistants and artificial intelligence (AI) are not new, but so far only a few “bots” have gone mainstream. While Watson, Siri and Alexa have reached near-celebrity status, the adoption of AI is moving slowly, especially outside of these heavily tech-focused segments. In financial services, for example, even though technology and data are necessary for even the most basic transactions, consumers seem most comfortable when tech sits behind the scenes and asks for as little personal information as possible… for now.