Money decisions come with questions that a product brochure rarely settles. Am I understanding this? Does it fit my life? Who can help when things get complicated? Matt explores how AI and changing customer expectations intersect in financial services, with a focus on clarity, confidence, and the experience surrounding a consequential choice.
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Examine how people discover and compare banking, insurance, and wealth services. Identify where unfamiliar language or missing context makes the choice harder, and what your customer experience should explain more clearly.
Consider which questions suit automated support and which require a qualified person. Explore how clear expectations, explanations, and access to help can inform the experience your team chooses to build.
Discuss how life stage, financial confidence, and prior experience can shape different needs. Use those distinctions to frame better research questions and select a focused customer problem for your next AI initiative.
A keynote becomes useful when people can see their own business in it. Matt uses stories, examples, and demonstrations to help audiences consider how change could affect their customers and their work.
Perspectives from event organizers and business leaders who have worked with Matt.
Examine how people discover and compare banking, insurance, and wealth services. Identify where unfamiliar language or missing context makes the choice harder, and what your customer experience should explain more clearly.
Consider which questions suit automated support and which require a qualified person. Explore how clear expectations, explanations, and access to help can inform the experience your team chooses to build.
Discuss how life stage, financial confidence, and prior experience can shape different needs. Use those distinctions to frame better research questions and select a focused customer problem for your next AI initiative.
Examine how people discover and compare banking, insurance, and wealth services. Identify where unfamiliar language or missing context makes the choice harder, and what your customer experience should explain more clearly.
Consider which questions suit automated support and which require a qualified person. Explore how clear expectations, explanations, and access to help can inform the experience your team chooses to build.
Discuss how life stage, financial confidence, and prior experience can shape different needs. Use those distinctions to frame better research questions and select a focused customer problem for your next AI initiative.
See Matt connect the dots between technology, culture, and the people your business depends on. Watch the ideas come to life on stage.
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Tell us what is changing for your customers and what your audience needs to work through.
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