Richard Bishop

Richard Bishop

Senior Vice President and Managing Director of Financial Services Precisely
Richard Bishop

Richard Bishop is a seasoned professional in financial services with roles at CEDAR CX, FIS, and now leading Financial Services practice for Precisely. He's known for managing key partnerships with major system integrators and strategic CX projects globally with companies like TIAA-CREF, Barclays, Sallie Mae, BB&T, Nationwide, and Ameriprise. His experience covers client services, sales, implementation as well as overall strategic account management.

Prior to CEDAR, Richard in various capacities starting as a Business Analyst at Hewitt Associates (now Aon) in their Benefits Outsourcing practice. During his tenure at Hewitt, Richard held numerous roles from quality assurance, configuration and development, and large-scale implementation management for clients such as First Data, Sears-Kmart, UPS, and GlaxoSmithKline. Richard is an influential figure in the financial services industry, shaping client engagement through his expertise and strategic vision.

Translating Data And Insights Into Elevated Customer Journeys

11:10 AM CLIENT CASE STUDY: From Disclosure to Dialogue: How AI Agents Are Transforming Customer Communications in Financial Services

From Disclosure to Dialogue: How AI Agents Are Transforming Customer Communications in Financial Services
Customer expectations have shifted. A communication that satisfies every disclosure requirement but leaves the customer without a clear next step is no longer enough — and regulators are beginning to agree.
In this session, Precisely introduces the Communication Builder Agent in EngageOne™ RapidCX, purpose-built for regulated communications teams. We'll show how governed AI changes the way financial services organizations create, review, and deliver communications at scale — without introducing compliance risk.
You'll leave with:
  • A clear view of how outcome-based regulatory standards are reshaping CX strategy in financial services
  • A live look at the Communication Builder Agent and how human approval stays in the loop at every step
  • The data and infrastructure fundamentals that determine whether AI in communications delivers real ROI

Check out the incredible speaker line-up to see who will be joining Richard.

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