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The End of Average: AI Is Rewriting the Rules of Digital Banking CX

Finextra

Some banks piloted virtual financial advisors that analyze a customer’s goals and spending patterns to offer bespoke advice—for example, suggesting how to save for a house or which debt to pay down first. Beyond marketing, AI-driven personalization extended to financial advice and planning.

AI
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SMB Banking: Deep Dive on Ramp

Fintech Labs Insights

The platform included tools for setting spending limits, collecting receipts via SMS/email, and providing managers a unified dashboard of company spend. The software automatically flags anomalies or redundant spending (for example, duplicate subscriptions or opportunities to downgrade plans).