AI in Financial Services Podcast
Episodes
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 Bank of Omaha. FNBO is a regional bank founded in 18...
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 consumer lending platform focused on responsible,...
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 happens when open-source innovation meets geopolitical...
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 identify, assess, and manage risk. But with that tran...
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 upcoming report on AI in revenue operations. The h...
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 transforms how financial institutions manage revenue operat...
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 President of Moody's Ratings in the Digital Economy Team. ...
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 President of Moody's Ratings in the Digital Economy Team. ...
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 Financial Services at Coforge. Coforge is a global IT se...
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 of Omaha (FNBO). FNBO is a privately held, family-l...
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. Together, they examine the shifting landscape of compl...
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 is a fintech company whose AI decisioning platform...
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 episode of the AI in Business podcast, Shardul Vikram, ...
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 Emerj Editorial Director Matthew DeMello to discuss...
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 information and research tool owned by Dow Jones & Company...
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 discuss the next evolution in enterprise AI: agentic sys...
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 platform offering unified calling, messaging, video c...
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 Member at Church Mutual. Church Mutual is a leading pr...
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 insights into the evolving role of AI and data in fin...
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 is a fintech company whose AI decisioning platform...
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 broker and fintech financial services provider. Ma...
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 broker and fintech financial services provider. Ma...
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 lending analysis and advanced AI solutions for po...
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 lending analysis and advanced AI solutions for po...
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. Rackspace, headquartered in San Antonio, Texas, is ...
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 episode, Nirmal Ranganathan, Vice President of Engineer...
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 orchestration platform to empower organizations to d...
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 orchestration platform to empower organizations to de...
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 that develops an app that lets users bridge digital a...
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 that develops an app that lets users bridge digital a...
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. Credit Karma is a multinational personal finance brand ...
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. American Express Global Business Travel – bett...
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 Mountain. Iron Mountain is a publicly traded global lea...
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 Mountain. Iron Mountain is a publicly traded global lea...
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 Solutions. Broadridge is an S&P 500 global fintech le...
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 Solutions. Broadridge is an S&P 500 global fintech le...
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 Solutions. Prasanna returns to the Emerj podcast platform...
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 Street. Rimini Street is a publicly traded company spe...
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 Boston-based private equity firm with substantial expe...
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 that develops an AI-powered credit risk decisioning p...
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 that develops an AI-powered credit risk decisioning p...
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 Boston-based private equity firm with substantial expe...
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 Officer Partner at Acora. Acora is a UK-based, award...
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 Officer Partner at Acora. Acora is a UK-based, award-...
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 software developer whose AIOps-powered platform he...
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 software developer whose AIOps-powered platform he...
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 Chief Technology Officer at QOMPLX, a high-growth ...
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 Chief Technology Officer at QOMPLX, a high-growth ...
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 time at Cadence, Ivan served as Contact Center Mana...
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. Priyank joins us on today's program to talk about h...
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 Mastercard. Previous to Mastercard, Fabrizio also served as...
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. Ontra is an AI-driven tech company that develops con...
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 develops contract management and other legal solutio...
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 software company that helps enterprises automate p...
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 Goldman Sachs, Marco served as SVP of Developer Servic...
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. Quantiphi is an AI-first digital engineering company th...
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 for over 20 years, developing Decision Management sy...
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 for over 20 years, developing Decision Management sy...
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 Partners is a Boston-based private equity firm wit...
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 search solutions powered by AI. Louis joins us on tod...
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 Partners is a Boston-based private equity firm wit...
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 that builds an enterprise search platform for financ...
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 Insurance Leader for Software AG, respectively. Software...
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 that provides card and ID scanning and validation p...
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 venture capital fund with 11 offices in the US and Euro...
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. Valley Bank is a regional bank holding company based ...
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 Insurance Leader for Software AG, respectively. Software...
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 that provides card and ID scanning and validation p...
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 to support and enhance customer experience operatio...
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 show to talk about the challenges facing banking lead...
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 public cloud computing company with over $3 billio...
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 based in Toronto. In conversation with Emerj Senio...
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 specializing in building custom AI-enhanced call cente...
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 synchronizes workflows across the organization. He jo...
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-based cybersecurity company founded in 2013 that us...
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 cap achieved in 2021 and over $300 million yearly re...
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 DeMello on the program to talk about challenges in a...
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 Karma is a multinational personal finance brand under...
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. Michael returns to the program to talk about the ...
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 owned global technology company operating in 18 cou...
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 company with over $4.6 billion in funding. In conv...
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 Karma is a multinational personal finance brand under...
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. WorkFusion is a software company with over $340 mil...
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. Michael's experience in product development and enginee...
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 Editor Matthew DeMello, Scott digs deeper into his wr...
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 specializing in risk and compliance as well as the lendin...
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 Trade Surveillance at HSBC and Lecturer of Applied ...
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 specializing in data-based solutions for financial services e...
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 years working in data spaces across financial ser...
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-driven communications platform for wealth managers...
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 voice-over tools. There are surprising use cases fo...
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 AI solution for investment risk management. Those i...
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 grown AI solution streamlining lead optimization for...
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 offers full autonomy in accounting workflows, spe...
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 accrued over $88 million to fund a workforce of 20...
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. As a manufacturer of computer monitors and large-sc...
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 platform designed to drive business value using predictiv...
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. He's also spent the last decade in data science lea...
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 ROI for an early AI project? There are countless w...
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 OakNorth, but he now serves as the CEO of Elliptic. Oak...