A Gail Series · Free · Live every Wednesday
Implementing AI in financial services, one Wednesday at a time.
A live weekly series on putting AI to work across collections, insurance, sales and support. We open a real dashboard, play real calls, and walk exactly how it was done. No pitch deck, no prerecorded demo.
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We will only email you about this series. Calendar invite and Zoom link arrive immediately. Miss a week and we still send you the recording.
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Add it to your calendar the moment the invite lands. That is the whole trick to actually showing up.
Trusted by hundreds of teams across financial services
Purpose-built for financial services. Not a general AI retrofitted.
Audit trails and documentation built in from day one.
Voice, SMS, email, webchat, WhatsApp.
Connects to your CRM, dialer, AMS and payment stack.
The reframe
Every fix so far meant hiring somebody. That is the whole problem.
Missed calls
Your ideal client calls after hours. If you do not pick up, they call your competitor next.
The churn cycle
Weeks recruiting, months training, then they burn out and walk. Then you start over.
Admin drag
Your best people buried in paperwork instead of doing the job. Growth capped by manual work.
Compliance risk
Exposure that is probably already happening, from tools your team adopted on their own.
Where we're speaking from
This is production data, not a projection.
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People spoken to across voice, SMS, webchat and WhatsApp.
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Efficiency versus a human agent, at 20% of the cost.
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Recovered on a single collections book in five weeks, zero collectors added.
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A month in new insurance business at one agency. Zero new hires.
Every session
The format never changes, only the topic does.
Live, nothing prerecorded. Register once and you're set for whichever weeks are relevant to you.
A real dashboard, opened live
The actual campaign for that week's topic, on screen, not a slide with a number on it.
Real calls, played in the room
You hear the AI on an actual conversation, not a curated highlight reel.
The messy middle, included
What didn't work on the first try and what changed. Any vendor can show you a result.
15 minutes of live Q&A
Bring your hard questions, including compliance ones. We stay until they run out.
The full series
16 weeks. One topic at a time.
Sessions already held are checked off below. This page updates itself every Wednesday.
Who should be on these calls
Built for people who own an outcome and have to hit it.
Collections, sales, support and operations leaders
Whichever week matches your function, you own the number the AI is meant to move.
Compliance
The regulation week is built for you, but the guardrails come up every week. Bring your hard questions.
Owners and executives
You are deciding whether, and how fast, to bring AI into the operation. This is the whole roadmap, one week at a time.
Not a fit
Anyone wanting a single generic "AI is the future" talk. Each week goes deep on one workflow.
Questions.
Do I need to attend every week?
No. Register once and drop in on whichever weeks are relevant to you. Everyone who registers gets the recording either way.
Can I join partway through the series?
Yes. It's built so each week stands on its own. Register any time and you'll start receiving invites for every session from that point forward, plus you can request recordings of earlier weeks.
Is this a product pitch?
Partly, and we would rather say so up front. We use our own product as the example because it is the only one whose back end we can open live. The frameworks and criteria we cover apply whoever you end up buying from.
How do you handle compliance?
It's a full session on its own (Week 6), and it comes up most weeks after that. What the agent is hard blocked from saying, how disclosures get enforced, and how you pull any call and audit it.
Will it be recorded?
Yes, every week, and it goes to everyone registered for the series. Register even if a given week's time doesn't work.
How long is each session?
45 minutes of content and 15 minutes of live Q&A. Budget the full hour.
Can I bring my team?
Please do. Forward the registration link so each person gets their own join link and their own recordings.