Virtual Agents in Financial Services, from use case to production
Four practical sessions from Zing and Twilio on building Virtual Agents that customers trust and regulators are comfortable with. Enter your work email to watch the full series now.
Episode 1 – Where Virtual Agents actually work in Financial Services
Episode 2 – Designing Virtual Agents customers and regulators trust
Episode 3 – How Virtual Agents are architected for regulated industries
Episode 4 – What a Virtual Agent looks like in production
Less theory. More production.
Just because a conversation can be automated doesn't mean it should be. This series is for CX, Contact Centre and Digital Transformation leaders in Financial Services who want Virtual Agents that deliver real value, safely.
Built for regulated industries
Verification, escalation, governance and controls designed for Financial Services, not generic AI demos.
From use case to production
Choosing the right journeys, designing for trust, the architecture behind it, and life after launch.
Zing and Twilio experts
Zing's product and sales leaders alongside Twilio's enterprise strategists, sharing what works in the real world.
A framework you can use
Know where to deploy Virtual Agents first, and how to monitor, evaluate and improve them once they're live.
4 episodes. Watch in any order.
Where should you actually use a Virtual Agent?
Not every customer journey should be automated. Discover where Virtual Agents can deliver the greatest value in Financial Services, where human interaction still matters, and how to identify the right opportunities within your existing Twilio environment.
Customers don't trust AI because it's intelligent. They trust the experience around it.
Explore how verification, clear expectations, intelligent routing and human escalation can help Financial Services organisations build Virtual Agents that customers trust and regulators are comfortable with.
The AI model is only one part of a production-ready Virtual Agent.
Go behind the conversation to explore the architecture connecting AI, customer data, identity, verification, APIs, business systems, routing and human agents in regulated Financial Services environments.
Going live isn't the finish line. It's where the real work begins.
Discover what happens after a Virtual Agent reaches production, from live monitoring and prompt testing to performance optimisation, cost visibility and establishing clear operational ownership.