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Latest / Tearsheet Podcast: Exploring Financial Services Together

Banks or Pipes: Where financial institutions go when agents take over

Welcome to a special 4dFi podcast exploring the latest trends and technologies reshaping finance. I'm Zack Miller, Tearsheet's Editor in Chief. Today, we're unpacking the rise of AI agents and their potential to transform how consumers interact with financial services. I'm joined by my partners Russell Weiss, an AI expert and startup builder, and Josh Liggett, a seasoned fintech investor. Together, we'll bring a multidimensional view to this complex space. We'll dive into real-world examples like Capital One's Chat Concierge, which has driven a 55% boost in customer engagement by automating…

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