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 worl ...
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AmCham's 'How Business Really Works' Podcast
The American Chamber of Commerce in Australia - AmCham
The AmCham Podcast shines a spotlight on some of Australia's leading business professionals, who share their knowledge and best business practices with you. Join us regularly to hear professionals from a range of diverse industries and also to get the latest updates from AmCham Australia.
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Transforming Customer Experience with AI-Enhanced Contact Centers - with Jim Palmer of Dialpad
25:44
25:44
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25:44Today’s guest is Jim Palmer, Chief AI Officer at Dialpad. Dialpad is an AI-powered communication platform offering unified calling, messaging, video conferencing, and customer support. It helps businesses improve team collaboration and productivity through scalable, efficient communication solutions. In this episode, Jim Palmer joins Emerj Managing…
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Lessons from Retail and Healthcare for Financial Services CX Leaders - with Jessica Saperstein at Church Mutual
19:31
19:31
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19:31Today’s guest is Jessica Saperstein, Former CXO and CMO, Strategic Advisor, and Corporate Board Member at Church Mutual. Church Mutual is a leading provider of specialized insurance solutions for religious organizations, educational institutions, senior living communities, and nonprofit organizations. Jessica joins us on today’s program to explore …
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Navigating AI-Driven Digital Transformation in Banking - with Arpit Sarin of Regions Bank
25:09
25:09
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25:09Today’s guest is Arpit Sarin, Vice President of Digital at Regions Bank. Arpit joins us to share insights into the evolving role of AI and data in financial services. Our discussion covers the challenges banks face in adopting AI-driven solutions and scaling them across diverse customer bases and how AI is transforming personalization, customer eng…
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The Rise of Generative AI-Enabled Financial Crime - with Sophia Qureshi of Provenir
26:40
26:40
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26:40Today’s guest is Sophia Qureshi, VP of Product Management for Fraud Solutions at Provenir. Provenir is a fintech company whose AI decisioning platform helps clients manage credit risk, prevent fraud, and stay compliant across the customer lifecycle. Sophia joins the podcast to discuss the evolving threat landscape and how AI is changing the balance…
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Use Cases in AI-Driven Personal Insurance - with Matt Marolda of Acrisure
19:06
19:06
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19:06Today’s guest is Matt Marolda, Chief Innovation Officer at Acrisure. Acrisure is a global insurance broker and fintech financial services provider. Matt returns to the program this week to explore the impact of AI on industry practices, from streamlining workflows to automating customer interactions and enhancing decision-making with predictive ana…
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The Role of AI in Insurance Efficiency and Customer Engagement - with Matt Marolda of Acrisure
23:25
23:25
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23:25Today’s guest is Matt Marolda, Chief Innovation Officer at Acrisure. Acrisure is a global insurance broker and fintech financial services provider. Matt joins us on today’s program to explore how AI is revolutionizing personal insurance and home refinancing. In the process, Matt shares insights into the current trends and challenges facing insuranc…
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Use Cases Driving Personal Banking Transformation with AI - with Edward Maslaveckas of Bud Financial
16:26
16:26
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16:26Today’s guest is Edward Maslaveckas, CEO and Co-founder of Bud Financial. Bud provides transactional lending analysis and advanced AI solutions for power affordability and credit lifecycle management. Edward returns to the program to talk about use cases across financial services that are going to transform the personal banking space, from back-off…
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Transforming Personal Banking with AI - with Edward Maslaveckas of Bud Financial
23:08
23:08
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23:08Today’s guest is Edward Maslaveckas, CEO and Co-founder of Bud Financial. Bud provides transactional lending analysis and advanced AI solutions for power affordability and credit lifecycle management. Edward joins us on today’s program to talk about the biggest challenges in driving personal banking experiences, and what the landscape between legac…
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Driving AI Growth in Financial Services - with Nirmal Ranganathan of Rackspace
21:38
21:38
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21:38Today’s guest is Nirmal Ranganathan, Vice President of Engineering and AI at Rackspace Technology. Rackspace, headquartered in San Antonio, Texas, is a global cloud computing company with additional offices across North America, Europe, Asia, and Australia. It operates data centers in key locations including Amsterdam, London, Frankfurt, Hong Kong,…
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Hiring in AI for Financial Services - with Nirmal Ranganathan of Rackspace
23:05
23:05
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23:05Navigating the complex world of AI hiring in financial services is no easy feat. In this debut episode, Nirmal Ranganathan, Vice President of Engineering and AI at Rackspace Technology, joins host Matthew DeMello to explore the unique challenges financial services enterprises face when integrating AI talent. With the sector still in its early adopt…
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Point of Sale and Point of Need Use Cases in Financial Services - with Kit Cox of Enate
25:10
25:10
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25:10Today’s guest is Enate Founder and CTO, Kit Cox. Enate makes a comprehensive AI-enhanced business orchestration platform to empower organizations to deliver exceptional services with precision and efficiency. Kit returns to the program to discuss specific use cases that showcase the potential of AI in enhancing customer interactions at critical poi…
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Commodity and High-End Financial Services Customer Relationships - with Kit Cox of Enate
27:55
27:55
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27:55Today’s guest is Enate Founder and CTO Kit Cox. Enate makes a comprehensive AI-enhanced business orchestration platform to empower organizations to deliver exceptional services with precision and efficiency. Kit joins us on the program today to unpack the biggest challenges and opportunities in customer relationship management for financial service…
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Driving Inclusivity in Financial Services - with Kelly Uphoff of Tala
12:09
12:09
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12:09Today’s guest is Kelly Uphoff, Vice President of Data Science at Tala. Tala is a fintech company that develops an app that lets users bridge digital and cash ecosystems seamlessly to manage their finances. Kelly returns to the program to explore how to drive inclusive leadership in fintech. Pulling from examples at Tala, a company that has built a …
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Driving Financial Inclusion with AI - with Kelly Uphoff of Tala
17:31
17:31
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17:31Today’s guest is Kelly Uphoff, Vice President of Data Science at Tala. Tala is a fintech company that develops an app that lets users bridge digital and cash ecosystems seamlessly to manage their finances. Kelly joins Emerj Senior Editor Matthew DeMello on today’s show to discuss how AI and machine learning are driving financial inclusion for under…
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Autonomous Finance and Personalization in Credit Workflows – with Supriya Gupta of Credit Karma
15:15
15:15
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15:15Today’s guest is Supriya Gupta, General Manager and Vice President of Product at Credit Karma. Credit Karma is a multinational personal finance brand under Intuit that makes products free to consumers and helps them find lenders. Supriya returns to this podcast, straight from her appearance on the AI in Business podcast, to explore the evolving rol…
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Deploying AI in B2B Spaces - with David Thompson of American Express Global Business Travel
14:33
14:33
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14:33Today’s guest is David Thompson, Chief Technology Officer at American Express Global Business Travel. American Express Global Business Travel – better known as Amex GBT and officially known as Global Business Travel Group, Inc. – is a multinational travel management company based in New York City. Employing 18,000 people across over 140 countries, …
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AI Use Cases in Risk Management for Financial Services - with Swami Jayaraman of Iron Mountain
17:33
17:33
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17:33Today's guest is Swami Jayaraman, Senior Vice President and Chief Enterprise Architect at Iron Mountain. Iron Mountain is a publicly traded global leader in storage and information management services trusted by over 240,000 organizations worldwide, including 90% of the Fortune 1000 for over 70 years. Swami returns to the program to talk about use …
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Managing Risk in Financial Services with AI - with Swami Jayaraman of Iron Mountain
26:03
26:03
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26:03Today's guest is Swami Jayaraman, Senior Vice President and Chief Enterprise Architect at Iron Mountain. Iron Mountain is a publicly traded global leader in storage and information management services trusted by over 240,000 organizations worldwide, including 90% of the Fortune 1000. Swami joins us on today's show to talk about risk management chal…
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Driving Digital Transformation in Financial Services - with German Soto-Sanchez of Broadridge
18:02
18:02
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18:02Today’s guest is German Soto-Sanchez, Chief Product and Strategy Officer at Broadridge Financial Solutions. Broadridge is an S&P 500 global fintech leader with $6 billion in revenue and ranked #3 in the 2023 IDC FinTech Rankings Top 100. The firm manages trades, supporting communications reaching 75% of North American households and shareholder vot…
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Essentials for Leveling-Up Strategy with AI - with German Soto-Sanchez of Broadridge
19:43
19:43
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19:43Today’s guest is German Soto-Sanchez, Chief Product and Strategy Officer at Broadridge Financial Solutions. Broadridge is an S&P 500 global fintech leader with $6 billion in revenue and ranked #3 in the 2023 IDC FinTech Rankings Top 100. The firm manages trades, supporting communications reaching 75% of North American households and shareholder vot…
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Small Business Challenges Through the Lens of Financial Data - with Prasanna Dhore of Fiserv
21:56
21:56
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21:56Today’s guest is Prasanna Dhore, Chief Data Officer at Fiserv and President of Data Commerce Solutions. Prasanna returns to the Emerj podcast platform, following his appearance earlier this month on the ‘AI in Business’ podcast, to talk about findings from the latest edition of Fiserv’s Small Business Index, derived from point-of-sale transaction d…
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Driving AI and ML Investment in Financial Services - with Craig Mackereth of Rimini Street
16:59
16:59
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16:59Today’s guest is Craig Mackereth, Executive Vice President of Global Service Delivery at Rimini Street. Rimini Street is a publicly traded company specializing in third-party support for mission-critical systems at financial services organizations and beyond. Craig returns to the program today to discuss the best strategies for driving AI and ML in…
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How AI Looks in the Portfolio - with Manish Goyal of Berkshire Partners
15:05
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15:05Today’s guest is Manish Goyal, Operating Partner 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. Manish returns to the show today to tell us what AI is looking like from…
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Data Governance in the Age of GenAI for Financial Services - with Andrew Beddoes of Provenir
16:17
16:17
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16:17Today’s guest is Andrew Beddoes, Business Consultant at Provenir. Provenir is a software company that develops an AI-powered credit risk decisioning platform. Andrew joins us on today’s show to talk about leveraging data and generative AI to find insights into consumer behavior data surrounding collections workflows. Throughout the episode, Andrew …
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Driving Collection Workflows with AI - with Andrew Beddoes of Provenir
17:28
17:28
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17:28Today’s guest is Andrew Beddoes, Business Consultant at Provenir. Provenir is a software company that develops an AI-powered credit risk decisioning platform. Andrew joins us on today’s show to talk about AI’s impact on collections workflows from the perspective of auto loans. Throughout the episode, Andrew emphasizes the importance of using data a…
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AI for Private Equity Challenges - with Manish Goyal of Berkshire Partners
20:28
20:28
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20:28Today’s guest is Manish Goyal, Operating Partner 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. Manish joins us on today’s show to discuss the unique challenges private…
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Mitigating Cybersecurity Risk with AI-driven IT Systems - with Darren Humphries of Acora
22:02
22:02
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22:02Today’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 bet…
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Driving IT Development Across Financial Services Tech Stacks with AI - with Darren Humphries of Acora
29:04
29:04
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29:04Today’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 …
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Looking at the Future of FinServ IT - with Jason Walker of BigPanda
21:44
21:44
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21:44Today’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…
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Approaches to AI Infrastructure for Service Support and Incident Management for Financial Services - with Jason Walker of BigPanda
21:23
21:23
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21:23Today’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 necess…
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Leveraging Data Governance Strategies to Unlock GenAI Use Cases in Financial Services - with Andrew Sellers of Confluent
15:45
15:45
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15:45Today’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 alongsid…
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What Data Governance Means for Financial Services - with Andrew Sellers of Confluent
24:13
24:13
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24:13Today’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 Matthe…
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Streamlining Customer Interactions Across the Enterprise - with Ivan Edwards of Cadence Bank
22:27
22:27
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22:27Today’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 h…
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Next Generation AI and AML Workflows - with Priyank Patel of KeyBank
20:49
20:49
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20:49Today’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 le…
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SMB Approaches to AI for Financial Services - with Fabrizio Burlando of Mastercard
17:53
17:53
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17:53Today’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 tal…
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Generative AI Solutions for Legal Workflows in Private Equity - with Eric Hawkins and Troy Pospisil
23:14
23:14
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23:14Today’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…
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AI Model Development in Contract Management for Financial Services - with Troy Pospisil of Ontra
19:50
19:50
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19:50Today’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 workflow…
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Alternative Data Management Approaches for Financial Services - with Ted Kwartler of DataRobot
30:15
30:15
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30:15Today’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, T…
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Future GenAI Use Cases for Financial Services - with Marco Argenti of Goldman Sachs
21:02
21:02
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21:02Today’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 au…
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How Generative AI Will Democratize BFSI - with Bhaskar Kalita of Quantiphi
34:19
34:19
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34:19Today’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 ca…
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Winning Executive Buy-In for FinServ Data Governance Initiatives - with Bill Waid of FICO
14:49
14:49
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14:49Today’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-i…
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Financial Services Challenges from a Data Perspective - with Bill Waid of FICO
13:34
13:34
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13:34Today’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 lea…
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Predictive Analytics and Generative AI Solutions for Private Equity - with Adam Nahari of Berkshire Partners
19:37
19:37
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19:37Today’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 differenc…
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Syncing Employee and Customer Journeys in Financial Services with AI - with Louis Tetu of Coveo
25:19
25:19
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25:19Today’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 help…
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Solving Private Equity Challenges with Emerging AI Capabilities - with Adam Nahari of Berkshire Partners
22:37
22:37
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22:37Today’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 chall…
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Making the Move to SaaS in Financial Services - with Adrien Gabeur with Sinequa
25:23
25:23
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25:23Today'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 mu…
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Navigating Data Stacks with APIs for Financial Services - with Dr. Stefan Sigg and Steffen Lorenz of Software AG
21:23
21:23
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21:23Today’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 e…
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KYC Compliance, ‘Front Door Verification’ and Large Language Models - with Bala Kumar of Jumio
29:05
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29:05Today’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 …
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AI Through the Lens of Investment Banking - with Eric Crowley of GP Bullhound
20:17
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20:17Today’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 th…
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Leveling Up AML Operations with AI - with Christopher Phillips of Valley
23:42
23:42
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23:42Today’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…
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