AI in Financial Services Podcast
141 episodes - English - Latest episode: 6 days ago - ★★★★★ - 9 ratingsUnlock 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
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Episodes
Mitigating Cybersecurity Risk with AI-driven IT Systems - with Darren Humphries of Acora
April 22, 2024 15:55 - 22 minutes - 30.3 MBToday’s guest is Darren Humphries, Group Chief Information Security Officer and Chief Technology Officer Partner at Acora. Acora is a UK-based, award-winning provider of managed, consultancy, and professional services in information technology and security across many industrial sectors. Darren returns to the podcast to discuss the relationship between IT and cybersecurity enterprise functions at the heart of AI’s impact in the financial services space. Later, he explains what financial lead...
Driving IT Development Across Financial Services Tech Stacks with AI - with Darren Humphries of Acora
April 08, 2024 06:00 - 29 minutes - 39.9 MBToday’s guest is Darren Humphries, Group Chief Information Security Officer and Chief Technology Officer Partner at Acora. Acora is a UK-based, award-winning provider of managed, consultancy, and professional services in information technology and security across many industrial sectors. Darren joins us on today’s show to discuss new opportunities for financial services leaders to drive the IT and infrastructure necessary to ensure the lowest possible risk, especially when it comes to AML, f...
Looking at the Future of FinServ IT - with Jason Walker of BigPanda
March 25, 2024 06:00 - 21 minutes - 29.8 MBToday’s guest is Jason Walker, Chief Innovation Officer at BigPanda. BigPanda is a California-based software developer whose AIOps-powered platform helps businesses improve their service support and incident management systems. Jason returns to the platform to talk about the future of IT for financial services, given the potential of new generative AI capabilities that are helping streamline data and hardware management workflows. Later, he and Emerj Senior Editor Matthew DeMello examine wha...
Approaches to AI Infrastructure for Service Support and Incident Management for Financial Services - with Jason Walker of BigPanda
March 11, 2024 06:00 - 21 minutes - 29.4 MBToday’s guest is Jason Walker, Chief Innovation Officer at BigPanda. BigPanda is a California-based software developer whose AIOps-powered platform helps businesses improve their service support and incident management systems. Jason joins us on this week’s podcast to discuss what financial leaders need to know to drive the IT infrastructure necessary to take advantage of new, emerging, data-heavy use cases we’re seeing in generative AI. Later, he and Senior Editor Matthew DeMello discuss Ge...
Leveraging Data Governance Strategies to Unlock GenAI Use Cases in Financial Services - with Andrew Sellers of Confluent
February 26, 2024 12:12 - 15 minutes - 21.6 MBToday’s guest is Andrew Sellers, Head of Technology Strategy at Confluent. Previously, he served as Chief Technology Officer at QOMPLX, a high-growth startup in cyber-risk analytics, and as a Senior Cyberspace Operations Officer, CTO, and Assistant Professor of Computer Science in the United States Air Force. Andrew returns to the platform alongside Emerj Senior Editor Matthew DeMello to delve into the upcoming democratization of data and what it means for AI adoption initiatives at financia...
What Data Governance Means for Financial Services - with Andrew Sellers of Confluent
February 12, 2024 07:00 - 24 minutes - 33.3 MBToday’s guest is Andrew Sellers, Head of Technology Strategy at Confluent. Previously, he served as Chief Technology Officer at QOMPLX, a high-growth startup in cyber-risk analytics, and as a Senior Cyberspace Operations Officer, CTO, and Assistant Professor of Computer Science in the United States Air Force. Andrew joins Emerj Senior Editor Matthew DeMello on today’s podcast to talk about the high costs and tight budgets of IT. Throughout his appearance, Andrew offers advice on balancing RO...
Streamlining Customer Interactions Across the Enterprise - with Ivan Edwards of Cadence Bank
January 29, 2024 07:55 - 22 minutes - 25.7 MBToday’s guest is Ivan Edwards, Vice President of Customer Interactions at Cadence Bank. Before his time at Cadence, Ivan served as Contact Center Manager and Assistant Vice President at Wells Fargo. Ivan joins Emerj CEO and Head of Research Daniel Faggella on today’s show to discuss changing trends in online banking and customer interactions that have arisen in the post-pandemic financial services landscape. Together, they pull apart data showing new customer behaviors in different segments ...
Next Generation AI and AML Workflows - with Priyank Patel of KeyBank
January 15, 2024 09:37 - 20 minutes - 19 MBToday’s guest is Priyank Patel, SVP and Director of Financial Crimes Risk Surveillance at KeyBank. Priyank joins us on today’s program to talk about how the fight against false signals in AML workflows is entering a whole new dimension given the democratization of data and new generative AI tools. Throughout the episode, Priyank offers financial leaders sound advice on where to leverage existing technologies and data sources to transform workflows in these areas and beyond. If you’ve enjoyed...
SMB Approaches to AI for Financial Services - with Fabrizio Burlando of Mastercard
January 01, 2024 07:00 - 17 minutes - 16.4 MBToday’s guest is Fabrizio Burlando, Global Head of Advisors Consulting and Digital Labs at Mastercard. Previous to Mastercard, Fabrizio also served as a project leader at Boston Consulting Group and as a Senior Consultant for the United Nations. Fabrizio joins us on this program following his recent appearance on the ‘AI in Business’ podcast to talk about new opportunities for SMBs in generative AI and the best strategies they can deploy to prepare their organizations for adoption. To discov...
Generative AI Solutions for Legal Workflows in Private Equity - with Eric Hawkins and Troy Pospisil
December 18, 2023 07:00 - 23 minutes - 21.3 MBToday’s guests are Troy Pospisil, Founder and CEO of Ontra, and Eric Hawkins, SVP of Engineering. Ontra is an AI-driven tech company that develops contract management and other legal solutions for organizations across financial services with a strong presence in private markets. Troy returns to the program with Eric to explain the specific benefits of new emerging generative AI tools on document processing, legal workflows and the private equity space more broadly. Together, they provide fin...
AI Model Development in Contract Management for Financial Services - with Troy Pospisil of Ontra
December 04, 2023 19:52 - 19 minutes - 18.2 MBToday’s guest is Troy Pospisil, Founder and CEO of Ontra. Ontra is an AI-driven tech company that develops contract management and other legal solutions for organizations across financial services with a strong presence in private markets. Troy joins Emerj Senior Editor Matthew DeMello on today’s show to discuss model development for legal workflows and what financial leaders need to know about the process to properly leverage new generative AI capabilities in these sectors. To access Emerj’...
Alternative Data Management Approaches for Financial Services - with Ted Kwartler of DataRobot
November 20, 2023 08:56 - 30 minutes - 27.7 MBToday’s guest is Ted Kwartler, Field CTO of Generative AI for DataRobot. DataRobot is an AI-powered software company that helps enterprises automate processes from end to end. In conversation with Emerj CEO and Head of Research Daniel Faggella, Ted gives a broader view of the data governance process for financial services. Throughout the episode, Ted offers financial leaders alternatives to popular approaches in Centers of Excellence in the form of data science professional resources groups ...
Future GenAI Use Cases for Financial Services - with Marco Argenti of Goldman Sachs
November 06, 2023 07:00 - 21 minutes - 19.3 MBToday’s guest is Marco Argenti, Chief Information Officer at Goldman Sachs. Before working with Goldman Sachs, Marco served as SVP of Developer Services at Nokia, then Vice President of Technology of Amazon Web Services (AWS) in 2013, where he started and ran several AWS businesses, including mobile, serverless computing, Internet of Things, and augmented and virtual reality. Following his appearance on our sister podcast, Marco surveys emerging use cases in new generative AI capabilities fo...
How Generative AI Will Democratize BFSI - with Bhaskar Kalita of Quantiphi
October 30, 2023 06:00 - 34 minutes - 31.4 MBToday’s guest is Bhaskar Kalita, Global Head of Financial Services and Insurance at Quantiphi. Quantiphi is an AI-first digital engineering company that designs AI-driven services and platforms for broad applications across industries. In conversation with Emerj CEO and Head of Research Daniel Faggella, Bhaskar pulls apart what new generative AI capabilities will mean for the entire BFSI sector. In his words, the opportunities mean nothing less than the democratization of - not just digital ...
Winning Executive Buy-In for FinServ Data Governance Initiatives - with Bill Waid of FICO
October 23, 2023 06:00 - 14 minutes - 13.6 MBToday’s guest is Bill Waid, Chief Product and Technology Officer at FICO. Bill has been with FICO for over 20 years, developing Decision Management systems. Prior to his time at FICO, Bill worked for different software platforms in sales and systems engineering. He returns to the program today to talk about the challenges in winning executive buy-in for data governance projects, how this can help finserv teams level up the infrastructure necessary for transformative AI use cases and the role...
Financial Services Challenges from a Data Perspective - with Bill Waid of FICO
October 16, 2023 06:00 - 13 minutes - 12.4 MBToday’s guest is Bill Waid, Chief Product and Technology Officer at FICO. Bill has been with FICO for over 20 years, developing Decision Management systems. Prior to his time at FICO, Bill worked for different software platforms in sales and systems engineering. He joins us on today’s program to talk about what challenges for financial services leaders look like from a data perspective. Throughout the episode, he offers advice and strategies on how to level up data governance operations at t...
Predictive Analytics and Generative AI Solutions for Private Equity - with Adam Nahari of Berkshire Partners
October 09, 2023 06:48 - 19 minutes - 18 MBToday’s guest is Adam Nahari, Vice President of Data and Analytics at Berkshire Partners. Berkshire Partners is a Boston-based private equity firm with substantial experience and investments in consumer products and retail, business services, communications, industrials and healthcare sectors. Adam returns to the program to talk about the difference between predictive analytics and new emerging generative AI tools in private equity workflows, and where these technologies stand to take the in...
Syncing Employee and Customer Journeys in Financial Services with AI - with Louis Tetu of Coveo
October 02, 2023 12:45 - 25 minutes - 23.2 MBToday’s guest is Louis Tetu, CEO of Coveo. Coveo is a tech company that develops Saas enterprise search solutions powered by AI. Louis joins us on today’s program to talk about the importance of employee journeys in enhancing customer journeys and how new emerging AI capabilities - especially in co-pilot software powered by generative AI - are helping sync their workflows. If you’ve enjoyed or benefited from some of the insights of this episode, consider leaving us a five-star review on Appl...
Solving Private Equity Challenges with Emerging AI Capabilities - with Adam Nahari of Berkshire Partners
September 25, 2023 18:30 - 22 minutes - 31.1 MBToday’s guest is Adam Nahari, Vice President of Data and Analytics at Berkshire Partners. Berkshire Partners is a Boston-based private equity firm with substantial experience and investments in the consumer products, retail, business services, communications, industrials and healthcare sectors. Adam joins Emerj Senior Editor to talk about the challenges currently facing private equity firms and how emerging new AI capabilities – particularly in the generative space – stand to change the very...
Making the Move to SaaS in Financial Services - with Adrien Gabeur with Sinequa
September 18, 2023 07:38 - 25 minutes - 23.2 MBToday's guest is Adrien Gabeur, Vice President of Cloud at Sinequa. Sinequa is a software company that builds an enterprise search platform for financial services firms, but they didn't always used to be in the SaaS space. Adrien joins Emerj CEO and Head of Research Daniel Faggella from Paris to talk about Sinequa's transition from self-managing multiple products to a single product platform for their customers. If you've enjoyed or benefited from some of the insights of this episode, consid...
Navigating Data Stacks with APIs for Financial Services - with Dr. Stefan Sigg and Steffen Lorenz of Software AG
September 11, 2023 09:51 - 21 minutes - 19.6 MBToday’s guests are Dr. Stefan Sigg and Steffen Lorenz, Chief Product Officer and Business and Insurance Leader for Software AG, respectively. Software AG is a multinational software developer based in Germany that assists companies in business process management, integration, and big data analytics. They return to the program today to discuss how essential APIs are in giving customers access to an organization’s knowledge base and making it easier for IT departments to meet CX challenges. If...
KYC Compliance, ‘Front Door Verification’ and Large Language Models - with Bala Kumar of Jumio
September 04, 2023 08:15 - 29 minutes - 26.6 MBToday’s guest is Bala Kumar, Chief Product Officer at Jumio. Jumio is a financial services company that provides card and ID scanning and validation products for mobile and web transactions, which they describe as “Netverify Trusted Identity as a Service.” Bala returns to the program to discuss the challenges of KYC compliance, especially now that we’re seeing more large language models and generative AI used in onboarding workflows. Later, he espouses the benefits of ‘front-door verificatio...
AI Through the Lens of Investment Banking - with Eric Crowley of GP Bullhound
August 28, 2023 06:00 - 20 minutes - 18.6 MBToday’s guest is Eric Crowley, partner at GP Bullhound. GP Bullhound is an investment bank and venture capital fund with 11 offices in the US and Europe. Eric leads the firm’s Consumer Subscription Software (“CSS”) practice while executing transactions for growth-stage technology companies. In addition to CSS, Eric has advised on transactions in the Ad-tech, Software and Digital Services, and Fintech industries. He joins Emerj Senior Editor Matthew DeMello on the program to discuss the promi...
Leveling Up AML Operations with AI - with Christopher Phillips of Valley
August 21, 2023 10:01 - 23 minutes - 21.7 MBToday’s guest is Christopher Phillips, Senior Vice President and Director of AML at Valley Bank. Valley Bank is a regional bank holding company based in New Jersey with nearly $2 billion in annual revenue. He joins us on the program today to reflect on his experience leveling up Valley’s AML operations amid the bank’s overall digital transformation process. Throughout the episode, Christopher talks about streamlining and automating aspects of the investigation process and where robotic proce...
The Importance of Data Integration in Financial Services - with Dr. Stefan Sigg and Steffen Lorenz of Software AG
August 14, 2023 06:00 - 22 minutes - 20.6 MBToday’s guests are Dr. Stefan Sigg and Steffen Lorenz, Chief Product Officer and Business and Insurance Leader for Software AG, respectively. Software AG is a multinational software developer based in Germany that assists companies in business process management, integration, and big data analytics. The pair join us on today’s program to discuss the importance of an integrated approach to data for ensuring IT departments can meet the increased demand from consumer expectations in financial s...
Compliance for Financial Services in the Age of Generative AI - with Bala Kumar of Jumio
August 07, 2023 09:30 - 19 minutes - 17.6 MBToday’s guest is Bala Kumar, Chief Product Officer at Jumio. Jumio is a financial services company that provides card and ID scanning and validation products for mobile and web transactions, which they describe as “Netverify Trusted Identity as a Service.” Bala joins us on today’s program to talk about how compliance in financial services is changing thanks to the influx of new capabilities in generative AI and large language models. Learn how brands work with Emerj and other Emerj Media opt...
LLMs for Improved CX in Financial Services - with Mike Murchison of Ada
July 31, 2023 07:47 - 14 minutes - 13.7 MBToday's guest is Mike Murchison, CEO of Ada. Ada specializes in automating communications channels to support and enhance customer experience operations for financial services firms. With Emerj Senior Editor Matthew DeMello, Mike returns to the program to talk about how automating and synchronizing employee and customer-preferred communications channels through AI tools like large language models enhances customer experiences in financial services. If you've enjoyed or benefited from some of...
From Reactive to Proactive Business Capabilities in Financial Services - with Zac Maufe of Google Cloud
July 24, 2023 08:37 - 23 minutes - 21.5 MBToday’s guest is Zac Maufe, Head of Regulated Industries at Google Cloud. He joins us on today’s show to talk about the challenges facing banking leaders in moving to the cloud, winning executive buy-in for new approaches to talent acquisition in data, and why competition in customer experience proves that financial services remain a “relationship business.” To access Emerj’s frameworks for AI readiness, ROI, and strategy, visit Emerj Plus at emerj.com/p1.
How to Avoid Getting Stuck in Your Digital Transformation - with Jeff DeVerter of Rackspace
July 17, 2023 12:02 - 24 minutes - 22.7 MBToday’s guest is Jeff DeVerter, Chief Technology Evangelist of Rackspace Technology. Rackspace is a public cloud computing company with over $3 billion in annual revenue based outside of San Antonio, Texas. Jeff joins us on the program to discuss the challenges facing financial services organizations when it comes to updating tech infrastructure, the advantages of cloud technology, and why so many firms find themselves stuck amid their digital transformations. To discover more AI use cases, ...
From Avoiding to Craving Feedback in Financial Services CX - with Mike Murchison of Ada
July 10, 2023 07:23 - 21 minutes - 19.8 MBToday’s guest is Ada CEO, Mike Murchison. Ada is an AI-powered customer service automation platform based in Toronto. In conversation with Emerj Senior Editor Matthew DeMello, Mike explains what he sees as the most significant shift in financial services CX workflows since the dawn of the AI age: moving from avoiding customer interactions to craving them. He tells us how financial institutions can better suit themselves for the transition, given the constant tumult of AI news and technologic...
AI for Driving Results, and Empathy, in Collections - with Christopher Reese of Cresta
July 03, 2023 06:00 - 23 minutes - 21 MBToday’s guest is Cresta Director of Customer Value, Christopher Reese. Cresta is a tech company specializing in building custom AI-enhanced call center solutions. Christopher joins us on the program today to discuss the unique challenges facing the collections space – from compliance and high turnover to the painstaking work of negotiations. Later, they explore use cases demonstrating how new technologies are helping human agents elicit more empathy. This episode is sponsored by Cresta. Lear...
Bankable LLM Use Cases for Financial Services - with Muddu Sudhakar of Aisera
June 26, 2023 07:56 - 15 minutes - 14.1 MBToday’s guest is Muddu Sudhakar, CEO of Aisera - a conversational AI platform that automates and synchronizes workflows across the organization. He joins us to discuss the most promising use cases he sees among large language models in the financial services sector. In working with companies across industries to de-silo departments, tech stacks, and workflows through conversational AI - Muddu is particularly well positioned to judge which are rising to the top across banks, investment, insur...
Cybersecurity Workflows in the Era of Generative AI and Autonomy - with Eran Ashkenazi of SentinelOne
June 19, 2023 06:00 - 22 minutes - 26.3 MBToday’s guest is Eran Ashkenazi, Chief Customer Officer at SentinelOne. SentinelOne is a public US-based cybersecurity company founded in 2013 that uses machine learning to gain deeper insight into how organizations use information technology. Eran joins us to discuss enhancing customer journeys in cybersecurity amid an emerging era of generative AI tools in financial services. If you’ve enjoyed or benefited from some of the insights of this episode, consider leaving us a five-star review on...
LLMs and Knowledge Graphs for Customer Experience - with Michael Walrath of Yext
June 12, 2023 08:38 - 26 minutes - 24.1 MBToday’s guest is Michael Walrath, CEO of Yext. Yext is a unicorn startup with a $2 billion market cap achieved in 2021 and over $300 million yearly revenue. Michael joins us on the program today to talk about the ongoing impact of large language models (LLMs) and knowledge graphs on financial services from the standpoint of marketing and search. Throughout, he and Emerj Senior Editor Matthew DeMello unpack customer experience challenges from hallucinations to best data organization practices...
Reducing False Positives in Fraud Detection for eCommerce - with Ido Lustig of Checkout.com
June 05, 2023 07:01 - 17 minutes - 16.4 MBToday’s guest is Checkout.com Chief Risk Officer Ido Lustig. He joins Emerj Senior Editor Matthew DeMello on the program to talk about challenges in addressing fraud without false positives, where this gets murkier in places like cross-border transactions. Later, they discuss how these problems look from a data-based standpoint regarding classification and severity. To discover more AI use cases, best practice guides, white papers, frameworks, and more, join Emerj Plus at emerj.com/p1.
Autonomous Financial Workflows for the Individual and the Organization - with Supriya Gupta of Credit Karma
May 29, 2023 06:00 - 5 minutes - 4.73 MBToday’s guest is Credit Karma Vice President and Core Team General Manager Supriya Gupta. Credit Karma is a multinational personal finance brand under Intuit that makes products free to consumers that help them find lenders. Supriya returns to the show today to discuss the rise of personalization data in financial services and how this will change the relationship between consumers and their personal finances. Along the way, Supriya advises financial services leaders about the best ways to t...
Finding ‘Ground Truth’ in Accounting Workflows - with Michael Hitchcock of Intuit
May 22, 2023 09:18 - 25 minutes - 23.6 MBToday’s guest is the Director of Product Management, Accounting ＆Tax at Intuit, Michael Hitchcock. Michael returns to the program to talk about the impact AI will have on accounting workflows, how it will fundamentally change accounting as a profession, and what this is looking like from his position at one of the leading personal financial services brands. Together with Emerj Senior Editor Matthew DeMello, Michael discusses applicable Quickbooks use cases and the criteria they use to identi...
What Finserv Challenges Look Like to the CTO - With Rebecca Parsons of Thoughtworks
May 15, 2023 06:00 - 21 minutes - 19.5 MBToday’s guest is Thoughtworks Chief Technology Officer Rebecca Parsons. ThoughtWorks is a publicly owned global technology company operating in 18 countries, providing software design and delivery tools and consulting services to clients like Google and Microsoft. Together with Emerj Senior Editor Matthew DeMello, Rebecca explores how financial services challenges look from the vantage point of data scientists at the onset of emergence in use cases for large language models. To access Emerj’...
What Broad Democratization Means for Financial Services - with Kurt Muehmel of Dataiku
May 08, 2023 17:51 - 13 minutes - 14.9 MBToday’s guest is Strategic Advisor for Dataiku, Kurt Muehmel. Dataiku is an AI and machine learning company with over $4.6 billion in funding. In conversation with Emerj Senior Editor Matthew DeMello, Kurt dissects the business challenges driving trends that are described as the “broad democratization” of data in financial services and other surrounding sectors. Later, they take a closer look at how businesses will navigate the transitions therein from both cultural and technical standpoints...
What the Rise of Personalization Data Means for Borrowers and Lenders - with Supriya Gupta of Credit Karma
May 01, 2023 10:14 - 12 minutes - 11.5 MBToday’s guest is Credit Karma Vice President and Core Team General Manager Supriya Gupta. Credit Karma is a multinational personal finance brand under Intuit that makes products free to consumers that help them find lenders. Supriya joins us on today’s episode to talk about the future of autonomous workflows in financial services – for both the consumer and the organization. Together with Emerj Senior Editor Matthew DeMello, Supriya pulls apart what this means for both how consumers relate t...
Intelligent Automation for Media Surveillance and Customer Service Workflows - with Paul Tepper and Tina Chace of WorkFusion
April 24, 2023 09:22 - 22 minutes - 20.7 MBToday's guests are WorkFusion VP, Head of AI Paul Tepper, and VP of Product Management Tina Chace. WorkFusion is a software company with over $340 million in funding that blends RPA and AI – a process often called intelligent automation – to help businesses digitize their operations. Paul and Tina return to the platform to discuss the applicability of intelligent automation in financial service-driven use cases from media surveillance and customer experience. Together with Emerj Senior Edito...
Solving Bookkeeping Challenges for Accountants and Entrepreneur Workflows - with Michael Hitchcock of Intuit
April 17, 2023 09:02 - 18 minutes - 16.8 MBToday’s guest is Intuit Director of Product Management, Accounting ＆ Tax, Michael Hitchcock. Michael’s experience in product development and engineering goes back to his days at GE in the mid-2000s. In conversation with Emerj Senior Editor Matthew DeMello, Michael overviews the challenges facing both entrepreneurs and accountants in bookkeeping workflows and the ways Quickbooks and other Intuit services have integrated AI capabilities in their platforms to meet those needs. Later, they pull ...
The Reality of ChatGPT for Financial Services - with Scott Zoldi of FICO
April 10, 2023 06:00 - 16 minutes - 14.7 MBToday’s guest is Scott Zoldi, Chief Analytics Officer of FICO. In conversation with Emerj Senior Editor Matthew DeMello, Scott digs deeper into his writings on the many well-publicized disadvantages of ChatGPT and a few of its under-discussed benefits. Under the backdrop of FICO’s recent report on responsible AI in the financial services space, Scott helps pull apart some promising financial use cases for the technology and cast them under a more sober, discerning spotlight. If you’ve enjoye...
Solving Black Box Problems in Financial Services with Machine Learning - with Krishna Gade of Fiddler AI
April 03, 2023 06:00 - 20 minutes - 18.6 MBToday's guest is Fiddler AI CEO, Krishna Gade. Fiddler AI builds custom monitoring platforms specializing in risk and compliance as well as the lending and trading spaces. In conversation with Emerj Senior Editor Matthew DeMello, Krishna discusses why machine learning, in particular, is so effective in streamlining surveillance workflows and why financial services compliance is increasingly being geared toward verifying the customer from their introduction to the services funnel. Krishna als...
Building an Effective AI Team in Financial Services - with Lori Cenci of HSBC
March 27, 2023 10:13 - 18 minutes - 16.6 MBToday’s guest on the ‘AI in Financial Services’ podcast is Dr. Lori Cenci, US Head of Unauthorized Trade Surveillance at HSBC and Lecturer of Applied Analytics at Columbia University School of Professional Studies. She has over two decades of experience in risk, compliance, conduct, capital markets, quantitative research, product development, client advisory, consulting, writing, and teaching with such austere financial services brands as HSBC. Dr. Cenci returns to the platform to discuss th...
Bringing AI to the Onboarding Process - with Sarah Welch of Curinos
March 20, 2023 06:00 - 20 minutes - 18.7 MBToday’s guest is Managing Director at Curinos Sarah Welch. Curinos is a software company specializing in data-based solutions for financial services enterprises. In conversation with Emerj Senior Editor Matthew DeMello, Sarah discusses how the same AI capabilities banking leaders might be familiar with across customer experience use cases are illuminating business opportunities and solving challenges in the onboarding process. As a greater image of customers and what makes them loyal emerges...
Effective Data Governance For Compliance Risk in Financial Services - with Supreet Kaur of Morgan Stanley
March 13, 2023 10:28 - 25 minutes - 23.5 MBToday’s guest is Supreet Kaur, Assistant Vice President at Morgan Stanley. She’s spent the last five years working in data spaces across financial services and life sciences, along with essential advocacy work in mentoring a diverse next generation of data science leaders. In conversation with Emerj CEO Daniel Faggella, Supreet explains to the audience what works and what doesn’t in building effective data governance infrastructure and strategies for financial services organizations. If you’...
Making Wealth Management Customizable with AI - with Alessandro Tonchia of InvestCloud
March 06, 2023 11:46 - 17 minutes - 16.1 MBToday’s guest is the Head of Strategy, InvestCloud (EMEA), Alessandro Tonchia. InvestCloud is an AI-driven communications platform for wealth managers. Before starting there in 2021, Alessandro worked as a Director for smartKYC in London for nearly a decade and founded the digital insurance platform Finatix in the early nineties. On the AI in Financial Services podcast, Alessandro describes the challenges that wealth managers face in providing fully customizable interfacing experiences and v...
Giving Enterprise Data a Voice - with Martín Ramírez of WellSaid Labs
February 27, 2023 10:11 - 23 minutes - 21.2 MBToday's guest is Martín Ramírez, Head of Growth at WellSaid, a company specializing in AI-driven voice-over tools. There are surprising use cases for these capabilities across various industries. In conversation with Emerj Senior Editor Matthew DeMello on the 'AI in Financial Services' services podcast, Martín focuses on enterprise applications. From learning and training to supplementing conversational AI, Martín describes what is necessary to return enterprise-wide results from truly trans...
Predicting Market Risk with AI - with Francis Geeseok Oh of Qraft Technologies
February 20, 2023 09:24 - 29 minutes - 26.8 MBToday’s guest is Qraft Technologies APAC CEO, Francis Geeseok Oh. Qraft is an emerging invest tech AI solution for investment risk management. Those in the investment space, from retail to big-name Wall Street firms, might have some familiarity with Qraft’s AI Risk Indicator Tool. On their website, the AI-powered platform gives an instantaneous reading on the risk within a market during a given period, all with the fluidity of checking a mobile weather app. On the ‘AI in Financial Services’ ...