Karl Fischer
Vice President, Sales Optimization JG Wentworth
Karl Fischer is the Vice President of Sales Optimization at JG Wentworth, where he leads strategy and operations to maximize sales center efficiency and performance. His scope includes outbound dialing strategy, sales routing, CCaaS management, and the integration of AI-driven tools that enhance agent effectiveness, customer experience, and operational insight.
With over 30 years of leadership experience across Fortune 500, private equity, and SaaS environments, Karl specializes in transforming customer engagement through data-driven decisioning and scalable process design. He is a Lean Six Sigma Green Belt and Certified Customer Experience Professional (CCXP), bringing deep expertise in performance optimization and continuous improvement.
Karl holds both a Master’s degree and a Bachelor of Arts from the University at Buffalo. He also serves on the advisory board of atTAcK Addiction in Delaware, contributing his skills to community-based initiatives.
2026 Agenda Sessions
What does the future of lending look like with conversational AI?
Lenders are under pressure to deliver faster service, reduce operational load, and meet rising customer expectations. AI agents are emerging as a powerful way to automate high volume touchpoints across the lending lifecycle - but what does real impact look like?
In this session, leaders from JG Wentworth and Avant share how they’re deploying conversational AI to streamline inbound and outbound interactions. JG Wentworth will reveal how AI powered outreach is improving pre qualification and application intake, while Avant will show how replacing traditional IVR with AI agents is reducing servicing friction and uncovering new automation opportunities.
Together, they’ll outline what it takes to scale automation responsibly, improve customer experience, and build a future ready lending operation.
Takeaways
• How AI agents automate high volume inbound and outbound interactions
• Where conversational AI improves conversion, servicing, and efficiency
• How conversation intelligence identifies new automation opportunities
• Real examples of AI in pre qualification, payment management, and routing
• Practical lessons for scaling automation across lending workflows
Sponsored by Replicant
Monday 30 March 12:30 - 13:10 Lending
In this session, leaders from JG Wentworth and Avant share how they’re deploying conversational AI to streamline inbound and outbound interactions. JG Wentworth will reveal how AI powered outreach is improving pre qualification and application intake, while Avant will show how replacing traditional IVR with AI agents is reducing servicing friction and uncovering new automation opportunities.
Together, they’ll outline what it takes to scale automation responsibly, improve customer experience, and build a future ready lending operation.
Takeaways
• How AI agents automate high volume inbound and outbound interactions
• Where conversational AI improves conversion, servicing, and efficiency
• How conversation intelligence identifies new automation opportunities
• Real examples of AI in pre qualification, payment management, and routing
• Practical lessons for scaling automation across lending workflows
Sponsored by Replicant Lending US/Pacific
