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Research Report 

The Chatbot Journey: Making Intelligent Digital Assistants Integral Members of the Team

This report reveals the results of interviews with bank and credit union executives about their conversational AI journeys and presents key elements of successful chatbot deployment.

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What You'll Learn in this Report

  • What separates a chatbot from a digital assistant, and why it matters.
  • Why financial institutions should treat digital assistants as a part of their team, not a software product.
  • Why you should create an onboarding, training, and development plan for your digital assistant.
  • How to fix the "personalization gap" in your customer's digital interactions with your institution.
  • How an AI-assisted channel helps accelerate digital transformation and deepen relationships.
  • How to select the right partner to deliver your best branded digital banker.
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About Cornerstone Advisors

At Cornerstone Advisors, our goal is to deliver tangible business impact to financial institutions and fintechs. We know that when institutions improve their strategies, technology, and operations, enhanced financial performance naturally follows. Because we live by the philosophy that businesses can’t improve what they don’t measure, we show banks and credit unions how to use laser-focused measurement to make smarter technology decisions.