Finn AI to Present at Inaugural Finovate AI Fintech Summit

September 18, 2018
Co-founder and CEO of leading conversational AI technology company to share collaboration and deployment best practices with bank partner, Bank of Montreal (BMO)

VANCOUVER, BC, September 18, 2018 – Finn AI, the award-winning, conversational AI for banking technology provider, today announced it will present at the newly-formed AI Fintech Summit at the FinovateFall 2018 conference in New York. The presentation will take place on September 27th at 11:00am ET.

Sumit Sarkar, Head of Customer Experience and Strategy, Personal Banking at BMO will co-lead the session, entitled “Case Study: Mastering the Art of Conversational AI in Banking with the Bank of Montreal (BMO)”, with Finn AI co-founder and CEO, Jake Tyler.

During the presentation, Tyler and Sarkar will focus on the key metrics and first phase results of BMO Bolt™ since it launched on Facebook Messenger in March 2018. The presentation will explore how the use of conversational AI is redefining the BMO customer experience and how initial findings are driving the next phase of the technological evolution of BMO Bolt™. Additional insights include deployment best practices and lessons learned based on customer interactions.

“BMO has been an amazing partner in this first phase of their conversational AI deployment with Finn AI. They are well on track to achieve their objectives in creating highly personalized, relevant, and accessible customer experiences,” stated Tyler. “We look forward to sharing the stage with BMO to showcase our collective findings and takeaways, at a cornerstone fintech event such as Finovate.”

Since 2007, Finovate conferences have showcased the most innovative global payments, banking and financial services technology solutions.

“By giving our prospects and customers the opportunity to engage with our brand, access information, and explore our products, we wanted to be able to not only create better experiences for them, but also to lay the foundation for more personalized customer service and sales capabilities in the future,” said Sumit Sarkar. “Rolling out BMO Bolt is an example of our commitment to building technologies that both improve the overall customer experience and create efficiencies within the organization. It’s a big leap forward that reflects our leadership position as it relates to innovating with a purpose.”

Finn AI is the winner of the “Best of Show” award at FinovateFall 2017 in New York City and FinovateAsia in 2016.

Contact Caliber Corporate Advisers to obtain animated workflows (.gifs) that showcase BMO Bolt™ providing credit card and mortgage support to customers.

For interviews and further information, please contact:

Kristina Pereira Tully
Media & Analyst Relations
Caliber Corporate Advisers
888-550-6385 ext. 5
[email protected]

About BMO Financial Group

Serving customers for 200 years and counting, BMO is a highly diversified financial services provider – the 8th largest bank, by assets, in North America. With total assets of $765 billion as of July 31, 2018, and a team of diverse and highly engaged employees, BMO provides a broad range of personal and commercial banking, wealth management and investment banking products and services to more than 12 million customers and conducts business through three operating groups: Personal and Commercial Banking, BMO Wealth Management and BMO Capital Markets.

About Finn AI

Finn AI is an award-winning, AI-powered virtual assistant built for personal banking and finance. We put a personal banker in every bank customer’s pocket, helping them to manage their money wherever they are, whatever they need – via a simple, natural conversation.

The Finn AI team of data scientists, engineers, and financial industry experts helps banks and credit unions transform customer engagement and increase financial literacy, while delivering the convenience and savings of a digital-first experience.

Today we have successful public deployments with a growing global customer base that includes ATB Financial, Bank of Montreal (BMO), Banpro Grupo Promerica, Commonwealth Bank, Fidor Bank, and TymeDigital, as well as partnerships with Visa Canada and Temenos.