Module 2: Enhancing Customer Service
AI-Powered Banking
Learn to use Copilot in Outlook and Teams to enhance client communications while maintaining compliance.
This module shows community bankers how to draft personalized emails, summarize meetings, track action items, & manage client interactions efficiently, all w/ proper regulatory safeguards.
Key Topics
Using Copilot for client communications
Leveraging Copilot for summaries
Maintaining compliance in AI-assisted communications
Practical workflows for customer service reps