All Episodes

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Driving Inclusivity in Financial Services - with Kelly Uphoff of Tala

Driving Financial Inclusion with AI - with Kelly Uphoff of Tala

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

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

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

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

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

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

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

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

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

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

Driving Collection Workflows with AI - with Andrew Beddoes of Provenir

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

How Insurance Will Fundamentally Change - with Pardeep Bassi of WTW

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

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

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

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

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

Becoming Truly Data Driven - with Tanvi Singh of UBS

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Building Successful AI Project Teams - with Yinglian Xie of DataVisor

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

Do Roboadvisors Need AI? - with Aki Ranin of Bambu

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

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

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

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

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

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

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

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

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

Scaling a Data Science Team the Right Way

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

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

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

How to Deploy a Chatbot in Financial Services

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Building an Innovative Culture From the Top - with Josephine Baliah

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

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

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

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

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

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

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

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

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

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

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

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

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

How Banks Will Win With Unsupervised Learning - With Gunnar Carlsson

Why Banks Need a Chief AI Officer - With Ian Wilson

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

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

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

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