Artificial intelligence is rapidly changing how financial institutions interact with customers, but success depends on more than just automation. It requires trust, accuracy and regulatory compliance. In this FinovateSpring 2026 interview, Veritus Founder and CEO Joshua March sat down with WMA CEO William Mills to discuss the next generation of AI-driven customer communications. The conversation explores how banks, credit unions, lenders and fintechs are using intelligent voice and messaging agents to improve customer engagement, streamline operations and scale service across key touchpoints. March also shared insights into the unique compliance challenges facing financial institutions, the safeguards required to deploy AI responsibly and why organizations that embrace these technologies today will be better positioned to compete in the years ahead.
Finovate is a research and events firm focused on innovation in financial and banking technology. The team runs the Finovate and FinDEVr conference series and authors the associated blogs. Finovate is the only conference series focused exclusively on showcasing the best and most innovative new financial and banking technologies. Finovate conferences consistently attract large, high-impact audiences of senior financial and banking executives, venture capitalists, press, industry analysts, bloggers, regulators, and entrepreneurs. Finovate's annual events include FinovateFall in New York, FinovateSpring in San Francisco, and FinovateEurope in London.