Monday Apr 07, 2025

Beyond the Bot: Building Trust and Innovating FIs Through AI & UX

In this episode, we explore how artificial intelligence (AI) and user experience (UX) design are reshaping the future of financial institutions. Guests Brett Mitchell and Barrett Crites from Allied Solutions share how AI is moving beyond automation to build trust, enhance personalization, and deliver human-centered experiences. From virtual assistants to ethical design, we dive into the strategies FIs can use to innovate responsibly and stay ahead in a rapidly evolving landscape.

00:40 Get to Know Brett and Barrett.

06:34 The current state of AI in the financial Industry.

09:12 The evolution of AI and the differences between the two types.

11:27 How UX and AI need to evolve together to provide the maximum benefit for the end user.

17:16 Ensuring the AI user experience remains human-centric and not robotic.

23:29 – What financial institutions can do if they’re behind in AI implementation.

27:24 – Where resistance to AI adoption is strongest—and why.

31:45 – Can a credit union use AI to jumpstart their digital transformation?

34:01 – Balancing security and innovation in the age of AI.

35:45 – Key challenges and opportunities as AI continues to mature.

42:48 – How Brett and Barrett stay current in an ever-evolving tech landscape.

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