Common Sense Virtual Roundtable:

3 Steps to a
Trustworthy Chatbot

November 15th, 2021, Successfully held

Presented by

Here’s what we discussed:

If customers don’t believe your chatbot can help them, there is no trust.
To persuade customers to use your chatbots, you need to make them trustworthy.

In this session we discussed the 3 key steps financial services firms need to take to build trust and adoption of their chatbots:

Give your bot the right personality
Create a customer service funnel
Deploy your chatbot in every digital channel your users care about

There are many factors to consider for all three of these steps, including data security. Learned how other banks and fintechs are building customer trust with chatbots.

The session was moderated by Solvemate CEO Erik Pfannmöller.

Solution Expert

Erik Pfannmöller

CEO, Solvemate

Participation in the Virtual Roundtable is free of charge to qualified attendees. Once you’ve completed the registration, we’ll confirm your invitation and send you a calendar invite with a link to the meeting.

If you don’t qualify, we’ll suggest other learning events that may be a better fit for you.

Here’s what attendees at past events have said:

I think it’s really a must-attend event for CX professionals. I’ve gone to other events in the past and this surpasses all of them.

Kimberly Carpenter

Director, Large Business Customer Experience, NRG Energy

A lot of other conferences I’ve gone to are driven off a podium, someone presenting me a solution before they understand my problem. Here I have an opportunity to talk to my peers and learn from them.

Ryan Smith

Sr. Director Care Strategy & CX, GoDaddy

I’m not part of some enormous crowd out there. I’m getting lot of interaction, hearing from people, their own personal stories. Individual examples of how people are leveraging their CX skills in their industry, in their business, in the work that they do everyday.

Nicholas Zeisler

Principal, Zeisler Consulting

Very intimate, Very one-on-one! You are able to really get a lot of candid responses, so we’re getting a ton of value from that and a lot of valuable insights.