About The Webinar

The success of a Virtual Agent is determined long before it goes live. In Financial Services, thoughtful design is what builds customer trust, supports regulatory expectations, and creates better outcomes for both customers and employees.

​​​​​​​In this practical session, our Twilio specialists will share the design principles and real-world approaches that help Financial Services organisations deploy Virtual Agents with confidence.

  • Designing for trust

    Learn how verification, transparency, and well-defined customer journeys build confidence with both customers and regulators.

  • Smarter routing and escalation

    Discover how qualification logic, human handoffs, and escalation paths improve service while reducing operational risk.

  • Proven design patterns​​​​​​​

    Explore the design frameworks leading Financial Services organisations are using to create scalable, compliant Virtual Agent experiences.

  • Jordan Edmunds

    Presenter

  • Samantha Richardson

    Presenter

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