EPISODE · Mar 27, 2026 · 41 MIN
Episode 17: Building an AI Startup in Fintech
from CFA UK · host CFA UK
In this episode of the CFA UK Future Proofing Finance Podcast, hosts Ben Ashby and Tom Threlfall, CFA sit down with Karen Rudich, Canadian fintech entrepreneur and founder of sherloc. Karen explores her journey from investment banking to building an AI-driven startup focused on helping small businesses manage financial volatility. You'll hear how she navigates fundraising and builds resilient, purpose-driven teams in a fast-moving fintech landscape. The episode also explores: Karen’s transition from banking into entrepreneurship The role of AI and predictive analytics in supporting SMEs The importance of value-aligned partnerships in scaling a business Lessons learned from fundraising and leadership challenges Practical advice for aspiring fintech founders Tune in for an insightful conversation on innovation, resilience, and the evolving role of AI in shaping the future of finance.
What this episode covers
In this episode of the CFA UK Future Proofing Finance Podcast, hosts Ben Ashby and Tom Threlfall, CFA sit down with Karen Rudich, Canadian fintech entrepreneur and founder of sherloc. Karen explores her journey from investment banking to building an AI-driven startup focused on helping small businesses manage financial volatility. You'll hear how she navigates fundraising and builds resilient, purpose-driven teams in a fast-moving fintech landscape. The episode also explores: Karen’s transition from banking into entrepreneurship The role of AI and predictive analytics in supporting SMEs The importance of value-aligned partnerships in scaling a business Lessons learned from fundraising and leadership challenges Practical advice for aspiring fintech founders Tune in for an insightful conversation on innovation, resilience, and the evolving role of AI in shaping the future of finance.
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Episode 17: Building an AI Startup in Fintech
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