AI in Financial Services Podcast

By Daniel Faggella

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Subscribers: 21
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Episodes: 140

Description

Unlock the business value of AI in financial services with in-depth interviews on trends, use-cases, and cutting-edge best practices. In each episode, Emerj Founder Daniel Faggella interviews leaders at firms like HSBC, Citigroup, and Visa - as well as AI innovators from Silicon Valley and around the world. Subscribe to Emerj's weekly AI newsletter by downloading our "AI in Financial Services Cheat Sheet" PDF guide: https://emerj.com/fin1

Episode Date
AI for Private Equity Challenges - with Manish Goyal of Berkshire Partners
May 06, 2024
Mitigating Cybersecurity Risk with AI-driven IT Systems - with Darren Humphries of Acora
Apr 22, 2024
Driving IT Development Across Financial Services Tech Stacks with AI - with Darren Humphries of Acora
Apr 08, 2024
Looking at the Future of FinServ IT - with Jason Walker of BigPanda
Mar 25, 2024
Approaches to AI Infrastructure for Service Support and Incident Management for Financial Services - with Jason Walker of BigPanda
Mar 11, 2024
Leveraging Data Governance Strategies to Unlock GenAI Use Cases in Financial Services - with Andrew Sellers of Confluent
Feb 26, 2024
What Data Governance Means for Financial Services - with Andrew Sellers of Confluent
Feb 12, 2024
Streamlining Customer Interactions Across the Enterprise - with Ivan Edwards of Cadence Bank
Jan 29, 2024
Next Generation AI and AML Workflows - with Priyank Patel of KeyBank
Jan 15, 2024
SMB Approaches to AI for Financial Services - with Fabrizio Burlando of Mastercard
Jan 01, 2024
Generative AI Solutions for Legal Workflows in Private Equity - with Eric Hawkins and Troy Pospisil
Dec 18, 2023
AI Model Development in Contract Management for Financial Services - with Troy Pospisil of Ontra
Dec 04, 2023
Alternative Data Management Approaches for Financial Services - with Ted Kwartler of DataRobot
Nov 20, 2023
Future GenAI Use Cases for Financial Services - with Marco Argenti of Goldman Sachs
Nov 06, 2023
How Generative AI Will Democratize BFSI - with Bhaskar Kalita of Quantiphi
Oct 30, 2023
Winning Executive Buy-In for FinServ Data Governance Initiatives - with Bill Waid of FICO
Oct 23, 2023
Financial Services Challenges from a Data Perspective - with Bill Waid of FICO
Oct 16, 2023
Predictive Analytics and Generative AI Solutions for Private Equity - with Adam Nahari of Berkshire Partners
Oct 09, 2023
Syncing Employee and Customer Journeys in Financial Services with AI - with Louis Tetu of Coveo
Oct 02, 2023
Solving Private Equity Challenges with Emerging AI Capabilities - with Adam Nahari of Berkshire Partners
Sep 25, 2023
Making the Move to SaaS in Financial Services - with Adrien Gabeur with Sinequa
Sep 18, 2023
Navigating Data Stacks with APIs for Financial Services - with Dr. Stefan Sigg and Steffen Lorenz of Software AG
Sep 11, 2023
KYC Compliance, ‘Front Door Verification’ and Large Language Models - with Bala Kumar of Jumio
Sep 04, 2023
AI Through the Lens of Investment Banking - with Eric Crowley of GP Bullhound
Aug 28, 2023
Leveling Up AML Operations with AI - with Christopher Phillips of Valley
Aug 21, 2023
The Importance of Data Integration in Financial Services - with Dr. Stefan Sigg and Steffen Lorenz of Software AG
Aug 14, 2023
Compliance for Financial Services in the Age of Generative AI - with Bala Kumar of Jumio
Aug 07, 2023
LLMs for Improved CX in Financial Services - with Mike Murchison of Ada
Jul 31, 2023
From Reactive to Proactive Business Capabilities in Financial Services - with Zac Maufe of Google Cloud
Jul 24, 2023
How to Avoid Getting Stuck in Your Digital Transformation - with Jeff DeVerter of Rackspace
Jul 17, 2023
From Avoiding to Craving Feedback in Financial Services CX - with Mike Murchison of Ada
Jul 10, 2023
AI for Driving Results, and Empathy, in Collections - with Christopher Reese of Cresta
Jul 03, 2023
Bankable LLM Use Cases for Financial Services - with Muddu Sudhakar of Aisera
Jun 26, 2023
Cybersecurity Workflows in the Era of Generative AI and Autonomy - with Eran Ashkenazi of SentinelOne
Jun 19, 2023
LLMs and Knowledge Graphs for Customer Experience - with Michael Walrath of Yext
Jun 12, 2023
Reducing False Positives in Fraud Detection for eCommerce - with Ido Lustig of Checkout.com
Jun 05, 2023
Autonomous Financial Workflows for the Individual and the Organization - with Supriya Gupta of Credit Karma
May 29, 2023
Finding ‘Ground Truth’ in Accounting Workflows - with Michael Hitchcock of Intuit
May 22, 2023
What Finserv Challenges Look Like to the CTO - With Rebecca Parsons of Thoughtworks
May 15, 2023
What Broad Democratization Means for Financial Services - with Kurt Muehmel of Dataiku
May 08, 2023
What the Rise of Personalization Data Means for Borrowers and Lenders - with Supriya Gupta of Credit Karma
May 01, 2023
Intelligent Automation for Media Surveillance and Customer Service Workflows - with Paul Tepper and Tina Chace of WorkFusion
Apr 24, 2023
Solving Bookkeeping Challenges for Accountants and Entrepreneur Workflows - with Michael Hitchcock of Intuit
Apr 17, 2023
The Reality of ChatGPT for Financial Services - with Scott Zoldi of FICO
Apr 10, 2023
Solving Black Box Problems in Financial Services with Machine Learning - with Krishna Gade of Fiddler AI
Apr 03, 2023
Building an Effective AI Team in Financial Services - with Lori Cenci of HSBC
Mar 27, 2023
Bringing AI to the Onboarding Process - with Sarah Welch of Curinos
Mar 20, 2023
Effective Data Governance For Compliance Risk in Financial Services - with Supreet Kaur of Morgan Stanley
Mar 13, 2023
Making Wealth Management Customizable with AI - with Alessandro Tonchia of InvestCloud
Mar 06, 2023
Giving Enterprise Data a Voice - with Martín Ramírez of WellSaid Labs
Feb 27, 2023
Predicting Market Risk with AI - with Francis Geeseok Oh of Qraft Technologies
Feb 20, 2023
The Future of Lead Optimization in Real Estate, Insurance, and Beyond - with Wilbur Swan of Catchlight Insights
Feb 13, 2023
What Autonomy Means for Accounting - with Alexander Hagerup of Vic.ai
Feb 06, 2023
Use Cases in Trust Automation - with Christian Van Leeuwen of FRISS
Jan 30, 2023
Building Deeper Customer Profiles with Computer Vision in Banking - with Kelly Harlin of Sharp/NEC
Jan 23, 2023
AI for Upselling and Cross-Selling in Insurance - with Zohar Bronfman, CEO of Pecan.ai
Jan 16, 2023
How Insurance Will Fundamentally Change - with Pardeep Bassi of WTW
Jan 09, 2023
Measuring the ROI of AI - with Jay Budzik of Zest AI
Jan 02, 2023
Monitoring the Health of a Loan Portfolio - with Jackson Hull of OakNorth
Dec 05, 2022
FinServ's Shifting AI Priorities Post-COVID - with Sankar Narayanan of Fractal
Nov 01, 2022
Two Use-Cases of AI in Wealth Management - with Nirupam Sarkar of Fidelity Investments
Oct 02, 2022
Going to Market with an AI Product in Financial Services - with Jonathan Mascie-Taylor of FinTern
Sep 01, 2022
Becoming Truly Data Driven - with Tanvi Singh of UBS
Aug 01, 2022
Reducing False Positives for Anti-Money Laundering - with Scott Nowson of PwC
Jul 01, 2022
Today's Lending is Only Getting Half the Picture - with Stefan Boronea of Proportunity
Jun 01, 2022
The Evolving Role of AI for External Search - with Julien Cerutti of Meltwater
May 01, 2022
How Fraud is Changing in a Post-COVID World - with Brett Beranek of Nuance Communications
Apr 01, 2022
When to Work with Existing Vendors vs. New AI Vendors - with Ian Wilson of Strategy 4 AI
Mar 01, 2022
Automating and Streamlining Customer Service Workflows - with Sunil Tahilramani of UiPath
Feb 01, 2022
Making AI Accessible to Smaller Financial Institutions - with Jay Budzik of Zest AI
Jan 01, 2022
AI Use-Case Highlight: Payment Processing for Checks - with Greg Council of Parascript
Dec 01, 2021
AI Use-Case Highlight: Streamlining Lending Processes - with Greg Council of Parascript
Nov 01, 2021
Prioritizing AI Projects for ROI and Risk - with Ilan Gleiser of Synarchy AI
Oct 01, 2021
Are we Ready to Use AI? Assessing AI Maturity - with Ilan Gleiser of Synarchy AI
Sep 01, 2021
Discovering Automation and AI Opportunities in Financial Services - with Christophe Makni of Basler Kantonalbank
Aug 01, 2021
The Present and Future of ML Platforms - with Nick Elprin of Domino Data Labs
Jul 01, 2021
Unique Considerations for Applying Chatbots in Banking - with Peter Voss of Aigo.ai
Jun 01, 2021
Enterprise AI: When to Build, Buy, or Both? - with Pamela Negosanti of Expert AI
May 01, 2021
Post-COVID Changes of AI Priorities in FinServ - with Mark Gazit of ThetaRay
Apr 01, 2021
Where Conversational Interfaces Belong in Banking - with Shankar Narayanan of Active.Ai
Mar 01, 2021
Text Analytics and NLP in Financial Services - with Ram Sukumar of IndiumSoft
Feb 01, 2021
Applying NLP in FinServ, Practical Considerations - with Luca Scagliarini of Expert.ai (formerly Expert System)
Jan 01, 2021
AI in Risk Management - with Ash Fontana, General Partner at Zetta Ventures
Dec 01, 2020
Making the Business Case for AI in Insurance - with Ron Glozman
Nov 01, 2020
Auditing Machine Learning Systems in Financial Services - with Andrew Clark of Monitaur
Oct 01, 2020
AI Consulting Do's and Don'ts - with Kevin Dewalt of Prolego
Sep 01, 2020
Building Successful AI Project Teams - with Yinglian Xie of DataVisor
Aug 01, 2020
How AI Startups can Survive the Coronavirus Crisis - with Rob Delaney of Carrick Capital
Jul 01, 2020
Do Roboadvisors Need AI? - with Aki Ranin of Bambu
Jun 15, 2020
What Makes an AI Product Successful in the Enterprise? - With Suhas Uliyar of Oracle
May 04, 2020
How Technology Priorities are Changing in Financial Services - Sébastien de Brouwer of the European Banking Federation
Apr 27, 2020
Reducing Compliance Risk in AML and Fraud Detection - With Yinglian Xie of DataVisor
Apr 20, 2020
AI and the Increase of Payment Fraud in the Coronavirus Era - with H.P. Bunaes of Datarobot
Apr 13, 2020
The Effect of the Coronavirus on AI in Customer Service - With Nat Cartwright of Finn AI
Apr 06, 2020
AI and the Future of Payments - With Kalpesh Kapadia of Deserve
Mar 30, 2020
We Are Now the AI in Financial Services Podcast - An Update From Dan
Mar 27, 2020
AI and the Future of Compliance in Financial Services - With Hani Hagras of Temenos
Mar 23, 2020
Building Teams That Can Apply AI Successfully - With Sasha Caskey of Kasisto
Mar 17, 2020
Scaling a Data Science Team the Right Way
Mar 09, 2020
Educating Cross-Functional Teams on the Potential of AI - With Jan Veldsink of Rabobank
Mar 02, 2020
Successful Chatbot Use-Cases and the Importance of Starting with a Focus - With Sasha Caskey of Kasisto
Feb 24, 2020
The Limits of Chatbots and NLP in Financial Services - With Paul Barba of Lexalytics
Feb 17, 2020
How to Deploy a Chatbot in Financial Services
Feb 11, 2020
The 3 Phases of Building a Chatbot From Scratch - With Scott Nowson of PwC
Feb 03, 2020
Simple Uses of NLP in Compliance - With Jan Veldsink of Rabobank
Jan 27, 2020
The Future of Wealth Management with AI and NLP - With Charles Martin of Calculation Consulting
Jan 20, 2020
What NLP Can and Cannot Do in Banking - With Greg Council of Parascript
Jan 13, 2020
NLP in Banking, in the Back-End and Front-End - With Lee Smallwood of Citi
Jan 06, 2020
AI Talent...and How Banks Can Find It - With Ritchie Ng of Ensemble Capital
Dec 30, 2019
The Limitations and Potential of AI for Trading - Marek Bardonski of AI REV
Dec 23, 2019
Compliance, Risk, and the Decision to Build vs Buy AI - With Jeremy Sosabowski of AlgoDynamix
Dec 16, 2019
How Banks Can Use Their Balance Sheet to Compete with Startups - with Lewis Liu of Eigen Tech
Dec 10, 2019
The Future Fintech AI Ecosystem in Banking - With Rob Delaney at Carrick Capital
Dec 02, 2019
AI for Streamlining the Mortgage Process - With Dan Courtright of Iron Mountain
Nov 22, 2019
Lawyers, Call Centers, and the Value of AI-Enabled Search - With Sheetal Rishi of IBM
Nov 18, 2019
NLP for Customer Service and Compliance Data - with Luca Scagliarini of Expert System
Nov 11, 2019
AI-Enabled Search for LIBOR in Banking - With Simone Bohnenberger-Rich of Eigen Tech
Nov 04, 2019
The Key to Building a Culture of AI Innovation - With Emerj CEO Daniel Faggella
Oct 28, 2019
Build a Culture to Adopt AI Successfully - With Mark Gazit of Thetaray
Oct 21, 2019
Millennial Banking Expectations Require an Innovative Culture - With Michelle Scarborough of BDC
Oct 14, 2019
Building an Innovative Culture From the Top - with Josephine Baliah
Oct 07, 2019
Analyst Deep Dive: Strategic Recommendations for Bankers - With Daniel Faggella of Emerj
Oct 01, 2019
Where Banking Leaders Should be Focused Today - With Sebastien de Brouwer of the European Banking Federation
Sep 23, 2019
How Banks Can Ride the Wave of AI Disruption to Their Advantage - With Nishant Chandra, Senior Director of Data Products at Visa
Sep 16, 2019
Building and Leveraging AI Teams in Banking - with Lee Smallwood, COO Markets and Securities North America at Citi
Sep 09, 2019
How to Rethink Banking in the Age of AI - With Ian Wilson, Former Head of AI at HSBC
Sep 03, 2019
Analyst Deep Dive: AI for Customer Experience in Banking - With Daniel Faggella
Aug 26, 2019
The Challenges of Chatbots in Banking - With Sasha Caskey, CTO at Kasisto
Aug 19, 2019
People Don't Need Banks. They Need Banking - With Sindhu Joseph, CEO at CogniCor
Aug 12, 2019
The "Friction-Free" Future of Banking: Using New Data Sources for Improving the Customer Experience - With Yinglian Xie, CEO at DataVisor
Aug 05, 2019
Analyst Deep Dive: AI and Financial Risk Management - With Daniel Faggella
Jul 30, 2019
Fraud, Compliance, and AI for Risk Mitigation - With Owen Hall, CEO at Heliocor
Jul 29, 2019
Machine Learning for Debt Collection and Personalized Messaging - with Ohad Samet of TrueAccord
Jul 22, 2019
How to Prepare for the Evolution of AI in Cybersecurity - With the CTO of RiskIQ
Jul 15, 2019
How Banks Will Win With Unsupervised Learning - With Gunnar Carlsson
Jul 09, 2019
Analyst Deep Dive: The Future of AI in Banking - With Daniel Faggella and Raghav Bharadwaj
Jul 01, 2019
How to Survive the Dangers of Fintech and AI Disruption - With Sergey Gribov
Jul 01, 2019
How Banking Leaders Can Overcome the Challenges to AI Adoption - With Nishant Chandra
Jul 01, 2019
Banks vs Fintechs: The Battle for Customer Experience - With Lee Smallwood
Jul 01, 2019
Why Banks Need a Chief AI Officer - With Ian Wilson
Jul 01, 2019