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From Efficiency to Excellence: How AI Agents Are Transforming Customer Service in Financial Services Parloa @ DIALOG! Showroom (Online) | #CCW2025Preview

Learn in this interactive demo session how AI agents can create measurable value in customer service while strengthening customer loyalty. Experience practical use cases from the banking industry, including cross-selling, password resets, and appointment scheduling. Customer inquiries are resolved efficiently, while new opportunities for revenue growth emerge along the way. The experts from Parloa and infinit.cx look forward to exchanging ideas and experiences with you.

Speaker

Philip Badorrek (Senior Account Executive @ Parloa) has extensive experience helping financial services organizations adopt cloud technologies and modern voice AI solutions. At Parloa, he supports customer service and IT leaders in designing innovative, value-driven customer service processes and successfully delivering transformation initiatives.

Thomas Sprater (Presales Consultant @ infinit.cx) With a background in banking and more than 15 years of experience in contact center process and project management, Thomas helps organizations bridge the gap between business needs and technology, turning customer service challenges into practical, value-driven solutions

Moderator

Kai Nörtemann (Head of Marketing @ infinit.cx) brings more than two decades of experience in the contact center industry, spanning application engineering, project management, consulting, presales, and portfolio management. He is also a respected blogger and industry analyst. Passionate about customer service and customer experience, Kai examines both the potential and the limitations of digital transformation. With a background in physics, he sees independent thinking and action as the foundation of meaningful progress and believes that authenticity is the key to lasting credibility.