Balancing Personalization and Trust in AI-Driven Customer Experience - with Kyle Hathorn of FNBO
01 Dec 2025
Contributed by Lukas
Today's guest is Kyle Hathorn, Director of Customer Experience and Strategy at the First National Ba...
Balancing Friction and Growth in Digital Fraud Strategy - with Karan Gandhi at Best Egg
17 Nov 2025
Contributed by Lukas
Today's guest is Karan Gandhi, Senior Director for Verification and Fraud at Best Egg. Best Egg is a...
The Future of AI Competition in Financial Services After DeepSeek's Breakthrough - with Sudeep Kesh and Martin Whitworth of S&P Global Ratings
03 Nov 2025
Contributed by Lukas
The introduction of DeepSeek's R1 large language model has sparked global discussion about what happ...
The Role of AI in Risk Management and Compliance - with Miriam Fernandez and Sudeep Kesh at S&P Global Ratings
20 Oct 2025
Contributed by Lukas
As financial services accelerate their digital transformations, AI is reshaping how institutions ide...
The Role of AI in Reducing Revenue Risk and Improving Accuracy - with Andy Byrne at Clari
06 Oct 2025
Contributed by Lukas
Today's guest is Andy Byrne, Founder and CEO of Clari, returns to share early findings from Clari's ...
The Biggest AI Trends Shaping Sales and Revenue Teams - with Andy Byrne at Clari
22 Sep 2025
Contributed by Lukas
Today's guest is Andy Byrne, Founder and CEO of Clari. Clari is an AI-driven platform that transform...
How International AI Safety Efforts Are Shaping the Future of Governance - with Charleyne Biondi of Moody's
08 Sep 2025
Contributed by Lukas
Today's guest on the 'AI in Financial Services' podcast is Charleyne Biondi, Associate Vice Presiden...
Why Autonomous AI Systems Are Accelerating Enterprise Adoption - with Charleyne Biondi of Moody's
25 Aug 2025
Contributed by Lukas
Today's guest on the 'AI in Financial Services' podcast is Charleyne Biondi, Associate Vice Presiden...
Looking at the Future of Banking and Financial Services in 2025 by Data Signal - with Gautam Samanta of Coforge
11 Aug 2025
Contributed by Lukas
Today's guest is Gautam Samanta, President and Executive Director, Head of Global Banking and Financ...
Trust and Transformation in Banking CX – with Kyle Hathorn of FNBO
28 Jul 2025
Contributed by Lukas
Today's guest is Kyle Hathorn, Director of Customer Experience and Strategy at First National Bank o...
Smarter Compliance Strategies for Regulated Industries - with Itumeleng Masunyane of Amicorp
14 Jul 2025
Contributed by Lukas
Today's guest is Itumeleng Masunyane, Senior Vice President of Internal Audit at Amicorp Group. Toge...
Multi-Faceted Fraud Response Strategies for Financial Services - with Sophia Qureshi of Provenir
30 Jun 2025
Contributed by Lukas
Today's guest is Sophia Qureshi, VP of Product Management for Fraud Solutions at Provenir. Provenir ...
Proactive AI and the Evolution of Customer Experience in Finance - with Shardul Vikram at SAP
16 Jun 2025
Contributed by Lukas
What does it take to build truly intelligent customer experiences at enterprise scale? In this episo...
The Power of Smart Summary for Faster Research - with Traci Mabrey of Factiva
02 Jun 2025
Contributed by Lukas
Today's guest is Traci Mabrey, General Manager, Factiva at Dow Jones. In this episode, Traci joins E...
Business Intelligence Tools for Informed Decision Making - with Traci Mabrey of Factiva
19 May 2025
Contributed by Lukas
Today's guest is Traci Mabrey, General Manager, Factiva at Dow Jones. Factiva is a business informat...
Why Domain-Specific AI Beats General Purpose Models in Financial Services - with Jim Palmer of Dialpad
05 May 2025
Contributed by Lukas
Jim Palmer, Chief AI Officer at Dialpad, returns to the 'AI in Financial Services' podcast to discus...
Transforming Customer Experience with AI-Enhanced Contact Centers - with Jim Palmer of Dialpad
21 Apr 2025
Contributed by Lukas
Today's guest is Jim Palmer, Chief AI Officer at Dialpad. Dialpad is an AI-powered communication pla...
Lessons from Retail and Healthcare for Financial Services CX Leaders - with Jessica Saperstein at Church Mutual
07 Apr 2025
Contributed by Lukas
Today's guest is Jessica Saperstein, Former CXO and CMO, Strategic Advisor, and Corporate Board Memb...
Navigating AI-Driven Digital Transformation in Banking - with Arpit Sarin of Regions Bank
24 Mar 2025
Contributed by Lukas
Today's guest is Arpit Sarin, Vice President of Digital at Regions Bank. Arpit joins us to share ins...
The Rise of Generative AI-Enabled Financial Crime - with Sophia Qureshi of Provenir
10 Mar 2025
Contributed by Lukas
Today's guest is Sophia Qureshi, VP of Product Management for Fraud Solutions at Provenir. Provenir ...
Use Cases in AI-Driven Personal Insurance - with Matt Marolda of Acrisure
24 Feb 2025
Contributed by Lukas
Today's guest is Matt Marolda, Chief Innovation Officer at Acrisure. Acrisure is a global insurance ...
The Role of AI in Insurance Efficiency and Customer Engagement - with Matt Marolda of Acrisure
10 Feb 2025
Contributed by Lukas
Today's guest is Matt Marolda, Chief Innovation Officer at Acrisure. Acrisure is a global insurance ...
Use Cases Driving Personal Banking Transformation with AI - with Edward Maslaveckas of Bud Financial
27 Jan 2025
Contributed by Lukas
Today's guest is Edward Maslaveckas, CEO and Co-founder of Bud Financial. Bud provides transactional...
Transforming Personal Banking with AI - with Edward Maslaveckas of Bud Financial
14 Jan 2025
Contributed by Lukas
Today's guest is Edward Maslaveckas, CEO and Co-founder of Bud Financial. Bud provides transactional...
Driving AI Growth in Financial Services - with Nirmal Ranganathan of Rackspace
30 Dec 2024
Contributed by Lukas
Today's guest is Nirmal Ranganathan, Vice President of Engineering and AI at Rackspace Technology. R...
Hiring in AI for Financial Services - with Nirmal Ranganathan of Rackspace
16 Dec 2024
Contributed by Lukas
Navigating the complex world of AI hiring in financial services is no easy feat. In this debut episo...
Point of Sale and Point of Need Use Cases in Financial Services - with Kit Cox of Enate
02 Dec 2024
Contributed by Lukas
Today's guest is Enate Founder and CTO, Kit Cox. Enate makes a comprehensive AI-enhanced business or...
Commodity and High-End Financial Services Customer Relationships - with Kit Cox of Enate
18 Nov 2024
Contributed by Lukas
Today's guest is Enate Founder and CTO Kit Cox. Enate makes a comprehensive AI-enhanced business orc...
Driving Inclusivity in Financial Services - with Kelly Uphoff of Tala
04 Nov 2024
Contributed by Lukas
Today's guest is Kelly Uphoff, Vice President of Data Science at Tala. Tala is a fintech company tha...
Driving Financial Inclusion with AI - with Kelly Uphoff of Tala
21 Oct 2024
Contributed by Lukas
Today's guest is Kelly Uphoff, Vice President of Data Science at Tala. Tala is a fintech company tha...
Autonomous Finance and Personalization in Credit Workflows – with Supriya Gupta of Credit Karma
07 Oct 2024
Contributed by Lukas
Today's guest is Supriya Gupta, General Manager and Vice President of Product at Credit Karma. Credi...
Deploying AI in B2B Spaces - with David Thompson of American Express Global Business Travel
23 Sep 2024
Contributed by Lukas
Today's guest is David Thompson, Chief Technology Officer at American Express Global Business Travel...
AI Use Cases in Risk Management for Financial Services - with Swami Jayaraman of Iron Mountain
09 Sep 2024
Contributed by Lukas
Today's guest is Swami Jayaraman, Senior Vice President and Chief Enterprise Architect at Iron Mount...
Managing Risk in Financial Services with AI - with Swami Jayaraman of Iron Mountain
26 Aug 2024
Contributed by Lukas
Today's guest is Swami Jayaraman, Senior Vice President and Chief Enterprise Architect at Iron Mount...
Driving Digital Transformation in Financial Services - with German Soto-Sanchez of Broadridge
12 Aug 2024
Contributed by Lukas
Today's guest is German Soto-Sanchez, Chief Product and Strategy Officer at Broadridge Financial Sol...
Essentials for Leveling-Up Strategy with AI - with German Soto-Sanchez of Broadridge
29 Jul 2024
Contributed by Lukas
Today's guest is German Soto-Sanchez, Chief Product and Strategy Officer at Broadridge Financial Sol...
Small Business Challenges Through the Lens of Financial Data - with Prasanna Dhore of Fiserv
15 Jul 2024
Contributed by Lukas
Today's guest is Prasanna Dhore, Chief Data Officer at Fiserv and President of Data Commerce Solutio...
Driving AI and ML Investment in Financial Services - with Craig Mackereth of Rimini Street
01 Jul 2024
Contributed by Lukas
Today's guest is Craig Mackereth, Executive Vice President of Global Service Delivery at Rimini Stre...
How AI Looks in the Portfolio - with Manish Goyal of Berkshire Partners
17 Jun 2024
Contributed by Lukas
Today's guest is Manish Goyal, Operating Partner at Berkshire Partners. Berkshire Partners is a Bost...
Data Governance in the Age of GenAI for Financial Services - with Andrew Beddoes of Provenir
03 Jun 2024
Contributed by Lukas
Today's guest is Andrew Beddoes, Business Consultant at Provenir. Provenir is a software company tha...
Driving Collection Workflows with AI - with Andrew Beddoes of Provenir
20 May 2024
Contributed by Lukas
Today's guest is Andrew Beddoes, Business Consultant at Provenir. Provenir is a software company tha...
AI for Private Equity Challenges - with Manish Goyal of Berkshire Partners
06 May 2024
Contributed by Lukas
Today's guest is Manish Goyal, Operating Partner at Berkshire Partners. Berkshire Partners is a Bost...
Mitigating Cybersecurity Risk with AI-driven IT Systems - with Darren Humphries of Acora
22 Apr 2024
Contributed by Lukas
Today's guest is Darren Humphries, Group Chief Information Security Officer and Chief Technology Off...
Driving IT Development Across Financial Services Tech Stacks with AI - with Darren Humphries of Acora
08 Apr 2024
Contributed by Lukas
Today's guest is Darren Humphries, Group Chief Information Security Officer and Chief Technology Off...
Looking at the Future of FinServ IT - with Jason Walker of BigPanda
25 Mar 2024
Contributed by Lukas
Today's guest is Jason Walker, Chief Innovation Officer at BigPanda. BigPanda is a California-based ...
Approaches to AI Infrastructure for Service Support and Incident Management for Financial Services - with Jason Walker of BigPanda
11 Mar 2024
Contributed by Lukas
Today's guest is Jason Walker, Chief Innovation Officer at BigPanda. BigPanda is a California-based ...
Leveraging Data Governance Strategies to Unlock GenAI Use Cases in Financial Services - with Andrew Sellers of Confluent
26 Feb 2024
Contributed by Lukas
Today's guest is Andrew Sellers, Head of Technology Strategy at Confluent. Previously, he served as ...
What Data Governance Means for Financial Services - with Andrew Sellers of Confluent
12 Feb 2024
Contributed by Lukas
Today's guest is Andrew Sellers, Head of Technology Strategy at Confluent. Previously, he served as ...
Streamlining Customer Interactions Across the Enterprise - with Ivan Edwards of Cadence Bank
29 Jan 2024
Contributed by Lukas
Today's guest is Ivan Edwards, Vice President of Customer Interactions at Cadence Bank. Before his t...
Next Generation AI and AML Workflows - with Priyank Patel of KeyBank
15 Jan 2024
Contributed by Lukas
Today's guest is Priyank Patel, SVP and Director of Financial Crimes Risk Surveillance at KeyBank. P...
SMB Approaches to AI for Financial Services - with Fabrizio Burlando of Mastercard
01 Jan 2024
Contributed by Lukas
Today's guest is Fabrizio Burlando, Global Head of Advisors Consulting and Digital Labs at Mastercar...
Generative AI Solutions for Legal Workflows in Private Equity - with Eric Hawkins and Troy Pospisil
18 Dec 2023
Contributed by Lukas
Today's guests are Troy Pospisil, Founder and CEO of Ontra, and Eric Hawkins, SVP of Engineering. On...
AI Model Development in Contract Management for Financial Services - with Troy Pospisil of Ontra
04 Dec 2023
Contributed by Lukas
Today's guest is Troy Pospisil, Founder and CEO of Ontra. Ontra is an AI-driven tech company that de...
Alternative Data Management Approaches for Financial Services - with Ted Kwartler of DataRobot
20 Nov 2023
Contributed by Lukas
Today's guest is Ted Kwartler, Field CTO of Generative AI for DataRobot. DataRobot is an AI-powered ...
Future GenAI Use Cases for Financial Services - with Marco Argenti of Goldman Sachs
06 Nov 2023
Contributed by Lukas
Today's guest is Marco Argenti, Chief Information Officer at Goldman Sachs. Before working with Gold...
How Generative AI Will Democratize BFSI - with Bhaskar Kalita of Quantiphi
30 Oct 2023
Contributed by Lukas
Today's guest is Bhaskar Kalita, Global Head of Financial Services and Insurance at Quantiphi. Quant...
Winning Executive Buy-In for FinServ Data Governance Initiatives - with Bill Waid of FICO
23 Oct 2023
Contributed by Lukas
Today's guest is Bill Waid, Chief Product and Technology Officer at FICO. Bill has been with FICO fo...
Financial Services Challenges from a Data Perspective - with Bill Waid of FICO
16 Oct 2023
Contributed by Lukas
Today's guest is Bill Waid, Chief Product and Technology Officer at FICO. Bill has been with FICO fo...
Predictive Analytics and Generative AI Solutions for Private Equity - with Adam Nahari of Berkshire Partners
09 Oct 2023
Contributed by Lukas
Today's guest is Adam Nahari, Vice President of Data and Analytics at Berkshire Partners. Berkshire ...
Syncing Employee and Customer Journeys in Financial Services with AI - with Louis Tetu of Coveo
02 Oct 2023
Contributed by Lukas
Today's guest is Louis Tetu, CEO of Coveo. Coveo is a tech company that develops Saas enterprise sea...
Solving Private Equity Challenges with Emerging AI Capabilities - with Adam Nahari of Berkshire Partners
25 Sep 2023
Contributed by Lukas
Today's guest is Adam Nahari, Vice President of Data and Analytics at Berkshire Partners. Berkshire ...
Making the Move to SaaS in Financial Services - with Adrien Gabeur with Sinequa
18 Sep 2023
Contributed by Lukas
Today's guest is Adrien Gabeur, Vice President of Cloud at Sinequa. Sinequa is a software company th...
Navigating Data Stacks with APIs for Financial Services - with Dr. Stefan Sigg and Steffen Lorenz of Software AG
11 Sep 2023
Contributed by Lukas
Today's guests are Dr. Stefan Sigg and Steffen Lorenz, Chief Product Officer and Business and Insura...
KYC Compliance, 'Front Door Verification' and Large Language Models - with Bala Kumar of Jumio
04 Sep 2023
Contributed by Lukas
Today's guest is Bala Kumar, Chief Product Officer at Jumio. Jumio is a financial services company t...
AI Through the Lens of Investment Banking - with Eric Crowley of GP Bullhound
28 Aug 2023
Contributed by Lukas
Today's guest is Eric Crowley, partner at GP Bullhound. GP Bullhound is an investment bank and ventu...
Leveling Up AML Operations with AI - with Christopher Phillips of Valley
21 Aug 2023
Contributed by Lukas
Today's guest is Christopher Phillips, Senior Vice President and Director of AML at Valley Bank. Val...
The Importance of Data Integration in Financial Services - with Dr. Stefan Sigg and Steffen Lorenz of Software AG
14 Aug 2023
Contributed by Lukas
Today's guests are Dr. Stefan Sigg and Steffen Lorenz, Chief Product Officer and Business and Insura...
Compliance for Financial Services in the Age of Generative AI - with Bala Kumar of Jumio
07 Aug 2023
Contributed by Lukas
Today's guest is Bala Kumar, Chief Product Officer at Jumio. Jumio is a financial services company t...
LLMs for Improved CX in Financial Services - with Mike Murchison of Ada
31 Jul 2023
Contributed by Lukas
Today's guest is Mike Murchison, CEO of Ada. Ada specializes in automating communications channels t...
From Reactive to Proactive Business Capabilities in Financial Services - with Zac Maufe of Google Cloud
24 Jul 2023
Contributed by Lukas
Today's guest is Zac Maufe, Head of Regulated Industries at Google Cloud. He joins us on today's sho...
How to Avoid Getting Stuck in Your Digital Transformation - with Jeff DeVerter of Rackspace
17 Jul 2023
Contributed by Lukas
Today's guest is Jeff DeVerter, Chief Technology Evangelist of Rackspace Technology. Rackspace is a ...
From Avoiding to Craving Feedback in Financial Services CX - with Mike Murchison of Ada
10 Jul 2023
Contributed by Lukas
Today's guest is Ada CEO, Mike Murchison. Ada is an AI-powered customer service automation platform ...
AI for Driving Results, and Empathy, in Collections - with Christopher Reese of Cresta
03 Jul 2023
Contributed by Lukas
Today's guest is Cresta Director of Customer Value, Christopher Reese. Cresta is a tech company spec...
Bankable LLM Use Cases for Financial Services - with Muddu Sudhakar of Aisera
26 Jun 2023
Contributed by Lukas
Today's guest is Muddu Sudhakar, CEO of Aisera - a conversational AI platform that automates and syn...
Cybersecurity Workflows in the Era of Generative AI and Autonomy - with Eran Ashkenazi of SentinelOne
19 Jun 2023
Contributed by Lukas
Today's guest is Eran Ashkenazi, Chief Customer Officer at SentinelOne. SentinelOne is a public US-b...
LLMs and Knowledge Graphs for Customer Experience - with Michael Walrath of Yext
12 Jun 2023
Contributed by Lukas
Today's guest is Michael Walrath, CEO of Yext. Yext is a unicorn startup with a $2 billion market ca...
Reducing False Positives in Fraud Detection for eCommerce - with Ido Lustig of Checkout.com
05 Jun 2023
Contributed by Lukas
Today's guest is Checkout.com Chief Risk Officer Ido Lustig. He joins Emerj Senior Editor Matthew De...
Autonomous Financial Workflows for the Individual and the Organization - with Supriya Gupta of Credit Karma
29 May 2023
Contributed by Lukas
Today's guest is Credit Karma Vice President and Core Team General Manager Supriya Gupta. Credit Kar...
Finding 'Ground Truth' in Accounting Workflows - with Michael Hitchcock of Intuit
22 May 2023
Contributed by Lukas
Today's guest is the Director of Product Management, Accounting ＆Tax at Intuit, Michael Hitchcock....
What Finserv Challenges Look Like to the CTO - With Rebecca Parsons of Thoughtworks
15 May 2023
Contributed by Lukas
Today's guest is Thoughtworks Chief Technology Officer Rebecca Parsons. ThoughtWorks is a publicly o...
What Broad Democratization Means for Financial Services - with Kurt Muehmel of Dataiku
08 May 2023
Contributed by Lukas
Today's guest is Strategic Advisor for Dataiku, Kurt Muehmel. Dataiku is an AI and machine learning ...
What the Rise of Personalization Data Means for Borrowers and Lenders - with Supriya Gupta of Credit Karma
01 May 2023
Contributed by Lukas
Today's guest is Credit Karma Vice President and Core Team General Manager Supriya Gupta. Credit Kar...
Intelligent Automation for Media Surveillance and Customer Service Workflows - with Paul Tepper and Tina Chace of WorkFusion
24 Apr 2023
Contributed by Lukas
Today's guests are WorkFusion VP, Head of AI Paul Tepper, and VP of Product Management Tina Chace. W...
Solving Bookkeeping Challenges for Accountants and Entrepreneur Workflows - with Michael Hitchcock of Intuit
17 Apr 2023
Contributed by Lukas
Today's guest is Intuit Director of Product Management, Accounting ＆ Tax, Michael Hitchcock. Micha...
The Reality of ChatGPT for Financial Services - with Scott Zoldi of FICO
10 Apr 2023
Contributed by Lukas
Today's guest is Scott Zoldi, Chief Analytics Officer of FICO. In conversation with Emerj Senior Edi...
Solving Black Box Problems in Financial Services with Machine Learning - with Krishna Gade of Fiddler AI
03 Apr 2023
Contributed by Lukas
Today's guest is Fiddler AI CEO, Krishna Gade. Fiddler AI builds custom monitoring platforms special...
Building an Effective AI Team in Financial Services - with Lori Cenci of HSBC
27 Mar 2023
Contributed by Lukas
Today's guest on the 'AI in Financial Services' podcast is Dr. Lori Cenci, US Head of Unauthorized T...
Bringing AI to the Onboarding Process - with Sarah Welch of Curinos
20 Mar 2023
Contributed by Lukas
Today's guest is Managing Director at Curinos Sarah Welch. Curinos is a software company specializin...
Effective Data Governance For Compliance Risk in Financial Services - with Supreet Kaur of Morgan Stanley
13 Mar 2023
Contributed by Lukas
Today's guest is Supreet Kaur, Assistant Vice President at Morgan Stanley. She's spent the last five...
Making Wealth Management Customizable with AI - with Alessandro Tonchia of InvestCloud
06 Mar 2023
Contributed by Lukas
Today's guest is the Head of Strategy, InvestCloud (EMEA), Alessandro Tonchia. InvestCloud is an AI-...
Giving Enterprise Data a Voice - with Martín Ramírez of WellSaid Labs
27 Feb 2023
Contributed by Lukas
Today's guest is Martín Ramírez, Head of Growth at WellSaid, a company specializing in AI-driven v...
Predicting Market Risk with AI - with Francis Geeseok Oh of Qraft Technologies
20 Feb 2023
Contributed by Lukas
Today's guest is Qraft Technologies APAC CEO, Francis Geeseok Oh. Qraft is an emerging invest tech A...
The Future of Lead Optimization in Real Estate, Insurance, and Beyond - with Wilbur Swan of Catchlight Insights
13 Feb 2023
Contributed by Lukas
Today's guest is the CEO of Catchlight Insights, Wilbur Swan. Catchlight is a Fidelity-backed and gr...
What Autonomy Means for Accounting - with Alexander Hagerup of Vic.ai
06 Feb 2023
Contributed by Lukas
Today's guest is Vic.ai Co-founder and CEO Alexander Hagerup. Vic.ai is a software as a service that...
Use Cases in Trust Automation - with Christian Van Leeuwen of FRISS
30 Jan 2023
Contributed by Lukas
Today's guest is Christian Van Leeuwen, Co-founder and Chief Strategy Officer of FRISS. His company ...
Building Deeper Customer Profiles with Computer Vision in Banking - with Kelly Harlin of Sharp/NEC
23 Jan 2023
Contributed by Lukas
Today's guest is Kelly Harlin, Director of Solutions Marketing and Commercialization at Sharp/NEC. A...
AI for Upselling and Cross-Selling in Insurance - with Zohar Bronfman, CEO of Pecan.ai
16 Jan 2023
Contributed by Lukas
Today's guest is Pecan AI CEO and co-founder Dr. Zohar Bronfman. Pecan produces an AI-driven platfor...
How Insurance Will Fundamentally Change - with Pardeep Bassi of WTW
09 Jan 2023
Contributed by Lukas
Today's guest is Pardeep Bassi, Global Proposition Leader of Data Science at Willis Towers Watson. H...
Measuring the ROI of AI - with Jay Budzik of Zest AI
02 Jan 2023
Contributed by Lukas
Today's guest is Jay Budzik, Chief Technology Officer of Zest AI. What are the best ways to measure ...
Monitoring the Health of a Loan Portfolio - with Jackson Hull of OakNorth
05 Dec 2022
Contributed by Lukas
Today's guest is Jackson Hull. At the time of recording this interview, Jackson was the COO of OakNo...