AI in Financial Services Podcast

By Daniel Faggella

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Subscribers: 24
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Episodes: 198

Description

The AI in Financial Services is for non-technical financial services leaders looking to find AI opportunities, build an AI strategy, and deliver ROI. Each week, Emerj AI Research team (and CEO Daniel Faggella) interview leaders from global financial services firms and unicorn AI startups to get to the heart of AI ROI - uncovering what's working and what's not working for FinServ leaders. Visit our advertising page to learn more about reaching our executive audience of AI adopters in the world's largest banking and insurance firms: https://emerj.com/advertise

Episode Date
How Leaders Close the Execution Gap in Modern AI Deployment - with Sam Mantle of Lingaro
Sep 14, 2026
Precision CX in Regulated Industries - with Shri Nandan of Comcast
Aug 24, 2026
The Leadership Alignment Required to Turn AI Into Enterprise Value - with Guillaume Lardeux and Eva Majercsik of Genesys
Jul 13, 2026
AI Assistants and Preparedness Among Enterprises - with Chris Caldwell of Concentrix
Jun 15, 2026
The AI Driven Finance Stack for High Growth Financial Services - with Henry Ward of Carta
Jun 01, 2026
How the AI-Native Bank Stops Adding Pilots and Starts Industrializing - with Jeremy Caine of IBM
May 18, 2026
AI‑Ready Underwriting Operations While Maintaining Decision Consistency - with Barbara Stacer of Utica National Insurance Group
May 05, 2026
Turning Infrastructure from Bottleneck to Business Enabler for AI - With Juan Orlandini of Insight
Apr 20, 2026
How Intelligent Systems Accelerate Enterprise Decisions - with Amar Akshat of Paysafe
Apr 06, 2026
How AI Is Reshaping Regulated Professional Workflows - with Steve Hasker of Thomson Reuters
Mar 23, 2026
Defending Bank Onboarding Against Evolving Risk with Mary Ann Miller of Prove
Mar 09, 2026
From Pilots to Production in The New Era of Tokenized Finance with Tal Elyashiv of SPiCE VC
Feb 23, 2026
Scaling Trust in the Next Era of Insurance - with Kiruba Eswaran of Eleos Life
Feb 09, 2026
Why Siloed Fraud and AML Systems Are Failing Financial Institutions - with Debjit Saha of MoneyGram
Jan 26, 2026
How Payments Firms Secure AI While Meeting Regulatory Demands - with Debjit Saha of MoneyGram
Jan 12, 2026
Reducing Friction and Fraud in Financial Services Onboarding – with Mary Ann Miller of Prove
Dec 29, 2025
Driving Trust and Community Through Technology in Credit Unions – with Nicole Haverly at nCino
Dec 15, 2025
Balancing Personalization and Trust in AI-Driven Customer Experience - with Kyle Hathorn of FNBO
Dec 01, 2025
Balancing Friction and Growth in Digital Fraud Strategy - with Karan Gandhi at Best Egg
Nov 17, 2025
The Future of AI Competition in Financial Services After DeepSeek's Breakthrough - with Sudeep Kesh and Martin Whitworth of S&P Global Ratings
Nov 03, 2025
The Role of AI in Risk Management and Compliance - with Miriam Fernandez and Sudeep Kesh at S&P Global Ratings
Oct 20, 2025
The Role of AI in Reducing Revenue Risk and Improving Accuracy - with Andy Byrne at Clari
Oct 06, 2025
The Biggest AI Trends Shaping Sales and Revenue Teams - with Andy Byrne at Clari
Sep 22, 2025
How International AI Safety Efforts Are Shaping the Future of Governance - with Charleyne Biondi of Moody's
Sep 08, 2025
Why Autonomous AI Systems Are Accelerating Enterprise Adoption - with Charleyne Biondi of Moody's
Aug 25, 2025
Looking at the Future of Banking and Financial Services in 2025 by Data Signal - with Gautam Samanta of Coforge
Aug 11, 2025
Trust and Transformation in Banking CX – with Kyle Hathorn of FNBO
Jul 28, 2025
Smarter Compliance Strategies for Regulated Industries - with Itumeleng Masunyane of Amicorp
Jul 14, 2025
Multi-Faceted Fraud Response Strategies for Financial Services - with Sophia Qureshi of Provenir
Jun 30, 2025
Proactive AI and the Evolution of Customer Experience in Finance - with Shardul Vikram at SAP
Jun 16, 2025
The Power of Smart Summary for Faster Research - with Traci Mabrey of Factiva
Jun 02, 2025
Business Intelligence Tools for Informed Decision Making - with Traci Mabrey of Factiva
May 19, 2025
Why Domain-Specific AI Beats General Purpose Models in Financial Services - with Jim Palmer of Dialpad
May 05, 2025
Transforming Customer Experience with AI-Enhanced Contact Centers - with Jim Palmer of Dialpad
Apr 21, 2025
Lessons from Retail and Healthcare for Financial Services CX Leaders - with Jessica Saperstein at Church Mutual
Apr 07, 2025
Navigating AI-Driven Digital Transformation in Banking - with Arpit Sarin of Regions Bank
Mar 24, 2025
The Rise of Generative AI-Enabled Financial Crime - with Sophia Qureshi of Provenir
Mar 10, 2025
Use Cases in AI-Driven Personal Insurance - with Matt Marolda of Acrisure
Feb 24, 2025
The Role of AI in Insurance Efficiency and Customer Engagement - with Matt Marolda of Acrisure
Feb 10, 2025
Use Cases Driving Personal Banking Transformation with AI - with Edward Maslaveckas of Bud Financial
Jan 27, 2025
Transforming Personal Banking with AI - with Edward Maslaveckas of Bud Financial
Jan 14, 2025
Driving AI Growth in Financial Services - with Nirmal Ranganathan of Rackspace
Dec 30, 2024
Hiring in AI for Financial Services - with Nirmal Ranganathan of Rackspace
Dec 16, 2024
Point of Sale and Point of Need Use Cases in Financial Services - with Kit Cox of Enate
Dec 02, 2024
Commodity and High-End Financial Services Customer Relationships - with Kit Cox of Enate
Nov 18, 2024
Driving Inclusivity in Financial Services - with Kelly Uphoff of Tala
Nov 04, 2024
Driving Financial Inclusion with AI - with Kelly Uphoff of Tala
Oct 21, 2024
Autonomous Finance and Personalization in Credit Workflows – with Supriya Gupta of Credit Karma
Oct 07, 2024
Deploying AI in B2B Spaces - with David Thompson of American Express Global Business Travel
Sep 23, 2024
AI Use Cases in Risk Management for Financial Services - with Swami Jayaraman of Iron Mountain
Sep 09, 2024
Managing Risk in Financial Services with AI - with Swami Jayaraman of Iron Mountain
Aug 26, 2024
Driving Digital Transformation in Financial Services - with German Soto-Sanchez of Broadridge
Aug 12, 2024
Essentials for Leveling-Up Strategy with AI - with German Soto-Sanchez of Broadridge
Jul 29, 2024
Small Business Challenges Through the Lens of Financial Data - with Prasanna Dhore of Fiserv
Jul 15, 2024
Driving AI and ML Investment in Financial Services - with Craig Mackereth of Rimini Street
Jul 01, 2024
How AI Looks in the Portfolio - with Manish Goyal of Berkshire Partners
Jun 17, 2024
Data Governance in the Age of GenAI for Financial Services - with Andrew Beddoes of Provenir
Jun 03, 2024
Driving Collection Workflows with AI - with Andrew Beddoes of Provenir
May 20, 2024
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