AI in Financial Services Podcast cover art

All Episodes

AI in Financial Services Podcast — 196 episodes

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Title
1

The Leadership Alignment Required to Turn AI Into Enterprise Value - with Guillaume Lardeux and Eva Majercsik of Genesys

2

AI Assistants and Preparedness Among Enterprises - with Chris Caldwell of Concentrix

3

The AI Driven Finance Stack for High Growth Financial Services - with Henry Ward of Carta

4

How the AI-Native Bank Stops Adding Pilots and Starts Industrializing - with Jeremy Caine of IBM

5

AI‑Ready Underwriting Operations While Maintaining Decision Consistency - with Barbara Stacer of Utica National Insurance Group

6

Turning Infrastructure from Bottleneck to Business Enabler for AI - With Juan Orlandini of Insight

7

How Intelligent Systems Accelerate Enterprise Decisions - with Amar Akshat of Paysafe

8

How AI Is Reshaping Regulated Professional Workflows - with Steve Hasker of Thomson Reuters

9

Defending Bank Onboarding Against Evolving Risk with Mary Ann Miller of Prove

10

From Pilots to Production in The New Era of Tokenized Finance with Tal Elyashiv of SPiCE VC

11

Scaling Trust in the Next Era of Insurance - with Kiruba Eswaran of Eleos Life

12

Why Siloed Fraud and AML Systems Are Failing Financial Institutions - with Debjit Saha of MoneyGram

13

How Payments Firms Secure AI While Meeting Regulatory Demands - with Debjit Saha of MoneyGram

14

Reducing Friction and Fraud in Financial Services Onboarding – with Mary Ann Miller of Prove

15

Driving Trust and Community Through Technology in Credit Unions – with Nicole Haverly at nCino

16

Balancing Personalization and Trust in AI-Driven Customer Experience - with Kyle Hathorn of FNBO

17

Balancing Friction and Growth in Digital Fraud Strategy - with Karan Gandhi at Best Egg

18

The Future of AI Competition in Financial Services After DeepSeek's Breakthrough - with Sudeep Kesh and Martin Whitworth of S&P Global Ratings

19

The Role of AI in Risk Management and Compliance - with Miriam Fernandez and Sudeep Kesh at S&P Global Ratings

20

The Role of AI in Reducing Revenue Risk and Improving Accuracy - with Andy Byrne at Clari

21

The Biggest AI Trends Shaping Sales and Revenue Teams - with Andy Byrne at Clari

22

How International AI Safety Efforts Are Shaping the Future of Governance - with Charleyne Biondi of Moody's

23

Why Autonomous AI Systems Are Accelerating Enterprise Adoption - with Charleyne Biondi of Moody's

24

Looking at the Future of Banking and Financial Services in 2025 by Data Signal - with Gautam Samanta of Coforge

25

Trust and Transformation in Banking CX – with Kyle Hathorn of FNBO

26

Smarter Compliance Strategies for Regulated Industries - with Itumeleng Masunyane of Amicorp

27

Multi-Faceted Fraud Response Strategies for Financial Services - with Sophia Qureshi of Provenir

28

Proactive AI and the Evolution of Customer Experience in Finance - with Shardul Vikram at SAP

29

The Power of Smart Summary for Faster Research - with Traci Mabrey of Factiva

30

Business Intelligence Tools for Informed Decision Making - with Traci Mabrey of Factiva

31

Why Domain-Specific AI Beats General Purpose Models in Financial Services - with Jim Palmer of Dialpad

32

Transforming Customer Experience with AI-Enhanced Contact Centers - with Jim Palmer of Dialpad

33

Lessons from Retail and Healthcare for Financial Services CX Leaders - with Jessica Saperstein at Church Mutual

34

Navigating AI-Driven Digital Transformation in Banking - with Arpit Sarin of Regions Bank

35

The Rise of Generative AI-Enabled Financial Crime - with Sophia Qureshi of Provenir

36

Use Cases in AI-Driven Personal Insurance - with Matt Marolda of Acrisure

37

The Role of AI in Insurance Efficiency and Customer Engagement - with Matt Marolda of Acrisure

38

Use Cases Driving Personal Banking Transformation with AI - with Edward Maslaveckas of Bud Financial

39

Transforming Personal Banking with AI - with Edward Maslaveckas of Bud Financial

40

Driving AI Growth in Financial Services - with Nirmal Ranganathan of Rackspace

41

Hiring in AI for Financial Services - with Nirmal Ranganathan of Rackspace

42

Point of Sale and Point of Need Use Cases in Financial Services - with Kit Cox of Enate

43

Commodity and High-End Financial Services Customer Relationships - with Kit Cox of Enate

44

Driving Inclusivity in Financial Services - with Kelly Uphoff of Tala

45

Driving Financial Inclusion with AI - with Kelly Uphoff of Tala

46

Autonomous Finance and Personalization in Credit Workflows – with Supriya Gupta of Credit Karma

47

Deploying AI in B2B Spaces - with David Thompson of American Express Global Business Travel

48

AI Use Cases in Risk Management for Financial Services - with Swami Jayaraman of Iron Mountain

49

Managing Risk in Financial Services with AI - with Swami Jayaraman of Iron Mountain

50

Driving Digital Transformation in Financial Services - with German Soto-Sanchez of Broadridge

51

Essentials for Leveling-Up Strategy with AI - with German Soto-Sanchez of Broadridge

52

Small Business Challenges Through the Lens of Financial Data - with Prasanna Dhore of Fiserv

53

Driving AI and ML Investment in Financial Services - with Craig Mackereth of Rimini Street

54

How AI Looks in the Portfolio - with Manish Goyal of Berkshire Partners

55

Data Governance in the Age of GenAI for Financial Services - with Andrew Beddoes of Provenir

56

Driving Collection Workflows with AI - with Andrew Beddoes of Provenir

57

AI for Private Equity Challenges - with Manish Goyal of Berkshire Partners

58

Mitigating Cybersecurity Risk with AI-driven IT Systems - with Darren Humphries of Acora

59

Driving IT Development Across Financial Services Tech Stacks with AI - with Darren Humphries of Acora

60

Looking at the Future of FinServ IT - with Jason Walker of BigPanda

61

Approaches to AI Infrastructure for Service Support and Incident Management for Financial Services - with Jason Walker of BigPanda

62

Leveraging Data Governance Strategies to Unlock GenAI Use Cases in Financial Services - with Andrew Sellers of Confluent

63

What Data Governance Means for Financial Services - with Andrew Sellers of Confluent

64

Streamlining Customer Interactions Across the Enterprise - with Ivan Edwards of Cadence Bank

65

Next Generation AI and AML Workflows - with Priyank Patel of KeyBank

66

SMB Approaches to AI for Financial Services - with Fabrizio Burlando of Mastercard

67

Generative AI Solutions for Legal Workflows in Private Equity - with Eric Hawkins and Troy Pospisil

68

AI Model Development in Contract Management for Financial Services - with Troy Pospisil of Ontra

69

Alternative Data Management Approaches for Financial Services - with Ted Kwartler of DataRobot

70

Future GenAI Use Cases for Financial Services - with Marco Argenti of Goldman Sachs

71

How Generative AI Will Democratize BFSI - with Bhaskar Kalita of Quantiphi

72

Winning Executive Buy-In for FinServ Data Governance Initiatives - with Bill Waid of FICO

73

Financial Services Challenges from a Data Perspective - with Bill Waid of FICO

74

Predictive Analytics and Generative AI Solutions for Private Equity - with Adam Nahari of Berkshire Partners

75

Syncing Employee and Customer Journeys in Financial Services with AI - with Louis Tetu of Coveo

76

Solving Private Equity Challenges with Emerging AI Capabilities - with Adam Nahari of Berkshire Partners

77

Making the Move to SaaS in Financial Services - with Adrien Gabeur with Sinequa

78

Navigating Data Stacks with APIs for Financial Services - with Dr. Stefan Sigg and Steffen Lorenz of Software AG

79

KYC Compliance, 'Front Door Verification' and Large Language Models - with Bala Kumar of Jumio

80

AI Through the Lens of Investment Banking - with Eric Crowley of GP Bullhound

81

Leveling Up AML Operations with AI - with Christopher Phillips of Valley

82

The Importance of Data Integration in Financial Services - with Dr. Stefan Sigg and Steffen Lorenz of Software AG

83

Compliance for Financial Services in the Age of Generative AI - with Bala Kumar of Jumio

84

LLMs for Improved CX in Financial Services - with Mike Murchison of Ada

85

From Reactive to Proactive Business Capabilities in Financial Services - with Zac Maufe of Google Cloud

86

How to Avoid Getting Stuck in Your Digital Transformation - with Jeff DeVerter of Rackspace

87

From Avoiding to Craving Feedback in Financial Services CX - with Mike Murchison of Ada

88

AI for Driving Results, and Empathy, in Collections - with Christopher Reese of Cresta

89

Bankable LLM Use Cases for Financial Services - with Muddu Sudhakar of Aisera

90

Cybersecurity Workflows in the Era of Generative AI and Autonomy - with Eran Ashkenazi of SentinelOne

91

LLMs and Knowledge Graphs for Customer Experience - with Michael Walrath of Yext

92

Reducing False Positives in Fraud Detection for eCommerce - with Ido Lustig of Checkout.com

93

Autonomous Financial Workflows for the Individual and the Organization - with Supriya Gupta of Credit Karma

94

Finding 'Ground Truth' in Accounting Workflows - with Michael Hitchcock of Intuit

95

What Finserv Challenges Look Like to the CTO - With Rebecca Parsons of Thoughtworks

96

What Broad Democratization Means for Financial Services - with Kurt Muehmel of Dataiku

97

What the Rise of Personalization Data Means for Borrowers and Lenders - with Supriya Gupta of Credit Karma

98

Intelligent Automation for Media Surveillance and Customer Service Workflows - with Paul Tepper and Tina Chace of WorkFusion

99

Solving Bookkeeping Challenges for Accountants and Entrepreneur Workflows - with Michael Hitchcock of Intuit

100

The Reality of ChatGPT for Financial Services - with Scott Zoldi of FICO

101

Solving Black Box Problems in Financial Services with Machine Learning - with Krishna Gade of Fiddler AI

102

Building an Effective AI Team in Financial Services - with Lori Cenci of HSBC

103

Bringing AI to the Onboarding Process - with Sarah Welch of Curinos

104

Effective Data Governance For Compliance Risk in Financial Services - with Supreet Kaur of Morgan Stanley

105

Making Wealth Management Customizable with AI - with Alessandro Tonchia of InvestCloud

106

Giving Enterprise Data a Voice - with Martín Ramírez of WellSaid Labs

107

Predicting Market Risk with AI - with Francis Geeseok Oh of Qraft Technologies

108

The Future of Lead Optimization in Real Estate, Insurance, and Beyond - with Wilbur Swan of Catchlight Insights

109

What Autonomy Means for Accounting - with Alexander Hagerup of Vic.ai

110

Use Cases in Trust Automation - with Christian Van Leeuwen of FRISS

111

Building Deeper Customer Profiles with Computer Vision in Banking - with Kelly Harlin of Sharp/NEC

112

AI for Upselling and Cross-Selling in Insurance - with Zohar Bronfman, CEO of Pecan.ai

113

How Insurance Will Fundamentally Change - with Pardeep Bassi of WTW

114

Measuring the ROI of AI - with Jay Budzik of Zest AI

115

Monitoring the Health of a Loan Portfolio - with Jackson Hull of OakNorth

116

FinServ's Shifting AI Priorities Post-COVID - with Sankar Narayanan of Fractal

117

Two Use-Cases of AI in Wealth Management - with Nirupam Sarkar of Fidelity Investments

118

Going to Market with an AI Product in Financial Services - with Jonathan Mascie-Taylor of FinTern

119

Becoming Truly Data Driven - with Tanvi Singh of UBS

120

Reducing False Positives for Anti-Money Laundering - with Scott Nowson of PwC

121

Today's Lending is Only Getting Half the Picture - with Stefan Boronea of Proportunity

122

The Evolving Role of AI for External Search - with Julien Cerutti of Meltwater

123

How Fraud is Changing in a Post-COVID World - with Brett Beranek of Nuance Communications

124

When to Work with Existing Vendors vs. New AI Vendors - with Ian Wilson of Strategy 4 AI

125

Automating and Streamlining Customer Service Workflows - with Sunil Tahilramani of UiPath

126

Making AI Accessible to Smaller Financial Institutions - with Jay Budzik of Zest AI

127

AI Use-Case Highlight: Payment Processing for Checks - with Greg Council of Parascript

128

AI Use-Case Highlight: Streamlining Lending Processes - with Greg Council of Parascript

129

Prioritizing AI Projects for ROI and Risk - with Ilan Gleiser of Synarchy AI

130

Are we Ready to Use AI? Assessing AI Maturity - with Ilan Gleiser of Synarchy AI

131

Discovering Automation and AI Opportunities in Financial Services - with Christophe Makni of Basler Kantonalbank

132

The Present and Future of ML Platforms - with Nick Elprin of Domino Data Labs

133

Unique Considerations for Applying Chatbots in Banking - with Peter Voss of Aigo.ai

134

Enterprise AI: When to Build, Buy, or Both? - with Pamela Negosanti of Expert AI

135

Post-COVID Changes of AI Priorities in FinServ - with Mark Gazit of ThetaRay

136

Where Conversational Interfaces Belong in Banking - with Shankar Narayanan of Active.Ai

137

Text Analytics and NLP in Financial Services - with Ram Sukumar of IndiumSoft

138

Applying NLP in FinServ, Practical Considerations - with Luca Scagliarini of Expert.ai (formerly Expert System)

139

AI in Risk Management - with Ash Fontana, General Partner at Zetta Ventures

140

Making the Business Case for AI in Insurance - with Ron Glozman

141

Auditing Machine Learning Systems in Financial Services - with Andrew Clark of Monitaur

142

AI Consulting Do's and Don'ts - with Kevin Dewalt of Prolego

143

Building Successful AI Project Teams - with Yinglian Xie of DataVisor

144

How AI Startups can Survive the Coronavirus Crisis - with Rob Delaney of Carrick Capital

145

Do Roboadvisors Need AI? - with Aki Ranin of Bambu

146

What Makes an AI Product Successful in the Enterprise? - With Suhas Uliyar of Oracle

147

How Technology Priorities are Changing in Financial Services - Sébastien de Brouwer of the European Banking Federation

148

Reducing Compliance Risk in AML and Fraud Detection - With Yinglian Xie of DataVisor

149

AI and the Increase of Payment Fraud in the Coronavirus Era - with H.P. Bunaes of Datarobot

150

The Effect of the Coronavirus on AI in Customer Service - With Nat Cartwright of Finn AI

151

AI and the Future of Payments - With Kalpesh Kapadia of Deserve

152

We Are Now the AI in Financial Services Podcast - An Update From Dan

153

AI and the Future of Compliance in Financial Services - With Hani Hagras of Temenos

154

Building Teams That Can Apply AI Successfully - With Sasha Caskey of Kasisto

155

Scaling a Data Science Team the Right Way

156

Educating Cross-Functional Teams on the Potential of AI - With Jan Veldsink of Rabobank

157

Successful Chatbot Use-Cases and the Importance of Starting with a Focus - With Sasha Caskey of Kasisto

158

The Limits of Chatbots and NLP in Financial Services - With Paul Barba of Lexalytics

159

How to Deploy a Chatbot in Financial Services

160

The 3 Phases of Building a Chatbot From Scratch - With Scott Nowson of PwC

161

Simple Uses of NLP in Compliance - With Jan Veldsink of Rabobank

162

The Future of Wealth Management with AI and NLP - With Charles Martin of Calculation Consulting

163

What NLP Can and Cannot Do in Banking - With Greg Council of Parascript

164

NLP in Banking, in the Back-End and Front-End - With Lee Smallwood of Citi

165

AI Talent...and How Banks Can Find It - With Ritchie Ng of Ensemble Capital

166

The Limitations and Potential of AI for Trading - Marek Bardonski of AI REV

167

Compliance, Risk, and the Decision to Build vs Buy AI - With Jeremy Sosabowski of AlgoDynamix

168

How Banks Can Use Their Balance Sheet to Compete with Startups - with Lewis Liu of Eigen Tech

169

The Future Fintech AI Ecosystem in Banking - With Rob Delaney at Carrick Capital

170

AI for Streamlining the Mortgage Process - With Dan Courtright of Iron Mountain

171

Lawyers, Call Centers, and the Value of AI-Enabled Search - With Sheetal Rishi of IBM

172

NLP for Customer Service and Compliance Data - with Luca Scagliarini of Expert System

173

AI-Enabled Search for LIBOR in Banking - With Simone Bohnenberger-Rich of Eigen Tech

174

The Key to Building a Culture of AI Innovation - With Emerj CEO Daniel Faggella

175

Build a Culture to Adopt AI Successfully - With Mark Gazit of Thetaray

176

Millennial Banking Expectations Require an Innovative Culture - With Michelle Scarborough of BDC

177

Building an Innovative Culture From the Top - with Josephine Baliah

178

Analyst Deep Dive: Strategic Recommendations for Bankers - With Daniel Faggella of Emerj

179

Where Banking Leaders Should be Focused Today - With Sebastien de Brouwer of the European Banking Federation

180

How Banks Can Ride the Wave of AI Disruption to Their Advantage - With Nishant Chandra, Senior Director of Data Products at Visa

181

Building and Leveraging AI Teams in Banking - with Lee Smallwood, COO Markets and Securities North America at Citi

182

How to Rethink Banking in the Age of AI - With Ian Wilson, Former Head of AI at HSBC

183

Analyst Deep Dive: AI for Customer Experience in Banking - With Daniel Faggella

184

The Challenges of Chatbots in Banking - With Sasha Caskey, CTO at Kasisto

185

People Don't Need Banks. They Need Banking - With Sindhu Joseph, CEO at CogniCor

186

The "Friction-Free" Future of Banking: Using New Data Sources for Improving the Customer Experience - With Yinglian Xie, CEO at DataVisor

187

Analyst Deep Dive: AI and Financial Risk Management - With Daniel Faggella

188

Fraud, Compliance, and AI for Risk Mitigation - With Owen Hall, CEO at Heliocor

189

Machine Learning for Debt Collection and Personalized Messaging - with Ohad Samet of TrueAccord

190

How to Prepare for the Evolution of AI in Cybersecurity - With the CTO of RiskIQ

191

How Banks Will Win With Unsupervised Learning - With Gunnar Carlsson

192

Why Banks Need a Chief AI Officer - With Ian Wilson

193

Banks vs Fintechs: The Battle for Customer Experience - With Lee Smallwood

194

How Banking Leaders Can Overcome the Challenges to AI Adoption - With Nishant Chandra

195

How to Survive the Dangers of Fintech and AI Disruption - With Sergey Gribov

196

Analyst Deep Dive: The Future of AI in Banking - With Daniel Faggella and Raghav Bharadwaj