In experimenting with a chatbot on its mobile app, TD Bank will have to tackle the same issue facing several of its rivals — how to automate conversations with consumers and decide at what point it’s time to switch to a human.

Some financial institutions are looking at how to translate the complicated and document-heavy mortgage lending process into the digital world of voice-interactive personal assistants.

Some banks are looking at how to translate the complicated and document-heavy mortgage lending process into the digital world of voice-interactive personal assistants.

Readers comment on the ripple effects of the Equifax breach, who benefits from the CFPB's final arbitration rule, gender-related issues in financial services, and more.

Separate apps for banking and PFM are too much for most customers to handle, so the Canadian bank is adding automated advice and savings to mobile banking — and it’s relying on artificial intelligence and predictive analytics to make it all work.

In a world where information overload can leave investors paralyzed, Candace Browning's focus is turning mind-numbing reams of data into actionable intelligence.

It's Yvette Hollingsworth Clark's job to make sure consumer, cyber and other protections are embedded into the design of digital products.

With the high-performance and capabilities AI provides, this technology will serve as one of the most valued assets in the future, writes Arushi Srivastava, senior director of public sector for NTT Data Services.

It’s highly debatable whether the artificial intelligence engines that online lenders typically use, and that banks are just starting to deploy, are capable of making credit decisions without inadvertent prejudices.

Bots can use revealed preferences and purchase history to make pertinent recommendations, writes Doug Baldasare, CEO of ChargeItSpot.