Beyond Bots: How AI Can Transform Contact Centers in the Financial Services Industry
Generative AI is no longer just an innovation initiative — it’s a business imperative. In the financial services industry, contact centers are evolving rapidly, with AI enhancing operational efficiency, reducing customer churn, and even unlocking new revenue streams. Whether you're an independent software vendor (ISV) building AI-powered solutions or a financial services organization navigating AI adoption, the challenges remain the same: data sovereignty concerns, compliance and security risks, technology skill gaps, and increased operational complexity.
Join us for a panel discussion on how software solution providers and financial institutions can modernize contact centers with AI. We’ll cover best practices to drive maximum customer satisfaction with AI chatbots. We’ll also explore how the next generation of AI tools, including real-time copilots, RAG pipelines, and AI agents, are transforming customer service hubs, taking them from cost centers to revenue engines—all without compromising security or compliance. Our panel will bring diverse perspectives:
- The opportunity for ISVs: How software providers can provide AI functionality while addressing sovereignty, compliance, and operational challenges
- Customer considerations: How AI-enabled software can help reduce data center costs and potentially drive new revenue and accelerate innovation while still protecting customer and proprietary data
- Technical insights: Best practices for deploying AI-ready data platforms, minimizing AI hallucinations, and integrating open source models
Hear real-world examples of how industry leaders are leveraging AI to gain a competitive edge. Learn how to overcome blockers such as performance bottlenecks, AI governance hurdles, and skill gaps—while ensuring that your AI-driven applications are scalable, compliant, and ready for the future of financial services.
Don't miss this opportunity to gain actionable insights from EDB and Griptape. Register now to discover the business value AI-powered contact centers can unlock.
Greg Walker
Director, ISV Sales
EDB
Greg Walker specializes in empowering software providers with Postgres® solutions. With a deep understanding of ISVs’ unique challenges and opportunities, he leverages his expertise to drive innovative solutions that address industry-specific needs, such as those of financial service organizations. His strategic insights and commitment to fostering strong partnerships drive further Postgres adoption.
Ryan Conti
Go to Market
Griptape
Ryan Conti is a seasoned operator with 15+ years of experience transforming high-growth startups into market leaders. As an executive, his last two ventures scaled from $0 to over $100M in ARR—both culminating in successful exits.
Today he leads the Go to Market team at Griptape, pioneering the industry's only end-to-end AI stack that empowers enterprise organizations to seamlessly build, deploy, and scale AI applications across their operations. His unique blend of technical acumen and business strategy helps companies navigate the complex AI landscape to achieve tangible business outcomes.
Dunith Danushka
Principal Product Marketing Manager
EDB
Dunith Danushka is focused on Postgres AI solutions at EDB. With expertise in databases, data architecture, and AI integration, his role involves developing technical use cases, reference architectures, and demonstrations to a customer’s journey to finding the Postgres solution that best fits their organization.
Jack Christie
Product Marketing Manager
EDB
Jack Christie is a versatile product marketing leader at EDB, bringing a UX-driven perspective to his role. With a focus on Postgres AI solutions, he collaborates with partners including Griptape to help enterprises move beyond AI hype and create future-proof, scalable applications.
