In this inaugural episode of AI Discovery, we tackle one of the biggest friction points in finance: customer service.
With support desks facing high call volumes, after-hours gaps, and questions ranging from basic onboarding to complex multi-leg trades, traders often face long wait times to reach the right representative.
Jim Swartwout, CEO of Prosperum Fintech Holdings, and Dennis Evans, VP of Customer Operations at NinjaTrader, join host Patrick Lothian to share how they are using AI chatbots to solve this challenge. From 24/7 onboarding support to assisting with trade execution, learn how automated agents handle high-volume, routine queries—freeing up human customer service teams to focus on complex, high-touch issues.
We also explore the future of financial support: Will AI agents eventually replace human brokers, or will they augment them to make customer service better than ever?
ABOUT AI DISCOVERY
AI Discovery is the newest series from John Lothian News, building on our Options Discovery and Futures Discovery shows. While past series focused on introducing core market concepts to new participants, AI is reshaping the industry for everyone. We investigate the real-world operational challenges facing financial markets and examine how AI solutions are being deployed to solve them.
Every other week, our companion profile episodes feature industry professionals sharing how they use personal AI tools to save hours a week and boost daily productivity.
SPONSOR
NinjaTrader: For more information or to get started, check out NinjaTrader.com.
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QUESTIONS
What problem were you trying to solve with Taco AI?
What issues did NinjaTrader want to fix with this chatbot?
Do customers call the AI directly, or does it filter calls before they reach a human?
How do you prevent the AI from hallucinating and sharing bad info?
How do you safeguard the AI against unauthorized trading?
Will customers eventually prefer talking to AI over humans?
Can an AI broker perform better than a human broker?
What will this chatbot look like in two to three years?
How will trading technology evolve over the next two to three years?
Will AI help close the performance gap between retail and institutional traders?
