AI in Financial Services Podcast
Episodes
FinServ's Shifting AI Priorities Post-COVID - with Sankar Narayanan of Fractal
01 Nov 2022
Contributed by Lukas
This week's guest is Sankar Narayanan, Chief Practice Officer at Fractal. Fractal is a unicorn company focusing on services and solutions in various i...
Two Use-Cases of AI in Wealth Management - with Nirupam Sarkar of Fidelity Investments
02 Oct 2022
Contributed by Lukas
Today's guest is Nirupam Sarkar, VP of Data Science at Fidelity Investments, a legacy financial institution that presides over about $4.5 trillion in ...
Going to Market with an AI Product in Financial Services - with Jonathan Mascie-Taylor of FinTern
01 Sep 2022
Contributed by Lukas
Our guest on today's episode of the AI in Financial Services podcast is Managing Director for Render at Fintern Jonathan Mascie-Taylor. Jonathan and E...
Becoming Truly Data Driven - with Tanvi Singh of UBS
01 Aug 2022
Contributed by Lukas
In today's episode, we're talking about becoming data-driven in financial services. Our guest is Tanvi Singh. At the time of this recording, she was w...
Reducing False Positives for Anti-Money Laundering - with Scott Nowson of PwC
01 Jul 2022
Contributed by Lukas
Today we are discussing the topic of anti-money laundering, a primary regulatory concern for financial services organizations. Our guest is Dr. Scott ...
Today's Lending is Only Getting Half the Picture - with Stefan Boronea of Proportunity
01 Jun 2022
Contributed by Lukas
Today's guest is Stefan Boronea, CTO of Proportunity. Proportunity is a London-based firm focused on home lending and the future of finance. The topic...
The Evolving Role of AI for External Search - with Julien Cerutti of Meltwater
01 May 2022
Contributed by Lukas
Today's guest is Julien Cerutti, Vice President for Sales & Client Success, Enterprise Americas at Meltwater. Meltwater is a financial services compan...
How Fraud is Changing in a Post-COVID World - with Brett Beranek of Nuance Communications
01 Apr 2022
Contributed by Lukas
This week's guest is Brett Beranek, Vice-President & General Manager of Security & Biometrics Line of Business at Nuance Communications. In today's ep...
When to Work with Existing Vendors vs. New AI Vendors - with Ian Wilson of Strategy 4 AI
01 Mar 2022
Contributed by Lukas
Our guest this week is Ian Wilson. As one of our first ever guests on this podcast more than two years ago, Ian is the former Head of AI at HSBC, one ...
Automating and Streamlining Customer Service Workflows - with Sunil Tahilramani of UiPath
01 Feb 2022
Contributed by Lukas
Our guest this week is Sunil Tahilramani, Head of Artificial Intelligence at UiPath. With nearly a decade of experience in AI roles at Microsoft, Suni...
Making AI Accessible to Smaller Financial Institutions - with Jay Budzik of Zest AI
01 Jan 2022
Contributed by Lukas
This week's guest is Jay Budzik, CTO of Zest AI. In this episode, Jay discusses the topic of AI accessibility and the scalability process. Zest AI is ...
AI Use-Case Highlight: Payment Processing for Checks - with Greg Council of Parascript
01 Dec 2021
Contributed by Lukas
Our guest this week is Greg Council, Vice President of Marketing and Product Management at Parascript. Parascript is an AI vendor in the financial ser...
AI Use-Case Highlight: Streamlining Lending Processes - with Greg Council of Parascript
01 Nov 2021
Contributed by Lukas
This week's guest is Greg Council, VP of Product Management at Parascript. In this episode, Greg discusses the topic of where artificial intelligence ...
Prioritizing AI Projects for ROI and Risk - with Ilan Gleiser of Synarchy AI
01 Oct 2021
Contributed by Lukas
This week's guest is Ilan Gleiser, Founder and CEO of Synarchy AI, an AI consultancy based in the Bay Area. Ilan has worked with large organizations, ...
Are we Ready to Use AI? Assessing AI Maturity - with Ilan Gleiser of Synarchy AI
01 Sep 2021
Contributed by Lukas
This week's guest is Ilan Gleiser, Founder and CEO of Synarchy AI, an AI consultancy firm based in the Bay area. Ilan has a lot of hands-on experience...
Discovering Automation and AI Opportunities in Financial Services - with Christophe Makni of Basler Kantonalbank
01 Aug 2021
Contributed by Lukas
Today's guest is Christophe Makni, Managing Consultant for Lean AI and Automation at Basler Kantonalbank in Basel, Switzerland. Today, Christophe spea...
The Present and Future of ML Platforms - with Nick Elprin of Domino Data Labs
01 Jul 2021
Contributed by Lukas
Today's guest is Nick Elprin, CEO and Co-Founder of Domino Data Lab, an enterprise data science management platform. Domino has raised over $100M to d...
Unique Considerations for Applying Chatbots in Banking - with Peter Voss of Aigo.ai
01 Jun 2021
Contributed by Lukas
Today's guest is Peter Voss, Founder, CEO, and Chief Scientist at Aigo.ai. Peter shares his perspective today on what is holding chatbots back and wha...
Enterprise AI: When to Build, Buy, or Both? - with Pamela Negosanti of Expert AI
01 May 2021
Contributed by Lukas
Today's guest is Pamela Negosanti, Head of Sector Strategy for Financial Services of Expert AI, a firm based in Italy, and doing lots of work globally...
Post-COVID Changes of AI Priorities in FinServ - with Mark Gazit of ThetaRay
01 Apr 2021
Contributed by Lukas
Today, returning with us is Mark Gazit, CEO, and Founder of ThetaRay, a firm based in Israel but doing business globally, with nearly $70M of funds ra...
Where Conversational Interfaces Belong in Banking - with Shankar Narayanan of Active.Ai
01 Mar 2021
Contributed by Lukas
Today's guest is Shankar Narayanan, Co-Founder, and COO of Active.Ai, a Singapore Head Quartered Fintech startup with an innovation lab in Bengaluru t...
Text Analytics and NLP in Financial Services - with Ram Sukumar of IndiumSoft
01 Feb 2021
Contributed by Lukas
Today's guest is the great and brilliant Ram Sukumar, Co-Founder and CEO of Indium Software, a Technology Solutions company with deep expertise in Dig...
Applying NLP in FinServ, Practical Considerations - with Luca Scagliarini of Expert.ai (formerly Expert System)
01 Jan 2021
Contributed by Lukas
Returning today is the great and brilliant Luca Scagliarini, Chief Product Officer of Expert.ai (formerly Expert System). Expert.ai is a public enterp...
AI in Risk Management - with Ash Fontana, General Partner at Zetta Ventures
01 Dec 2020
Contributed by Lukas
Today Emerj welcomes the return of the great and brilliant Ash Fontana, General Partner at Zetta Ventures. Zetta primarily invests in AI-first compani...
Making the Business Case for AI in Insurance - with Ron Glozman
01 Nov 2020
Contributed by Lukas
Today's guest is the great and brilliant Ron Glozman, CEO of Chisel AI. Chisel is an AI-driven platform for commercial insurance, which won Gold at th...
Auditing Machine Learning Systems in Financial Services - with Andrew Clark of Monitaur
01 Oct 2020
Contributed by Lukas
Today's discussion is with Andrew Clark, cofounder of Monitaur, a Techstars-funded startup that provides auditability, transparency, and governance fo...
AI Consulting Do's and Don'ts - with Kevin Dewalt of Prolego
01 Sep 2020
Contributed by Lukas
Kevin Dewalt, founder of Prolego, shares AI project do's and don'ts from a consultant's perspective. Kevin previously served as Director of Strategic ...
Building Successful AI Project Teams - with Yinglian Xie of DataVisor
01 Aug 2020
Contributed by Lukas
Yinglian Xie, CEO of DataVisor, shares great analogies and practical insights about what fails and what works when putting together a capable team for...
How AI Startups can Survive the Coronavirus Crisis - with Rob Delaney of Carrick Capital
01 Jul 2020
Contributed by Lukas
Rob Delaney, VP at VC firm Carrick Capital Partners, shares some predictions and hopes for his portfolio companies as they navigate through the econom...
Do Roboadvisors Need AI? - with Aki Ranin of Bambu
15 Jun 2020
Contributed by Lukas
Today's interview is with Aki Ranin, Cofounder of Bambu, a robo-advisor platform based in Singapore. Bambu has raised millions to expand in Asian and ...
What Makes an AI Product Successful in the Enterprise? - With Suhas Uliyar of Oracle
04 May 2020
Contributed by Lukas
Building a scaleable and productive AI product for the enterprise is not easy. Our guest this week helps listeners think through how to go about it su...
How Technology Priorities are Changing in Financial Services - Sébastien de Brouwer of the European Banking Federation
27 Apr 2020
Contributed by Lukas
Our guest this week has a unique perspective on how technology priorities are changing in financial services as the pandemic unfolds: Sébastien de Br...
Reducing Compliance Risk in AML and Fraud Detection - With Yinglian Xie of DataVisor
20 Apr 2020
Contributed by Lukas
At this time, many strategic initiatives are being put on pause. The initiatives that tend to still have momentum are related to either driving effici...
AI and the Increase of Payment Fraud in the Coronavirus Era - with H.P. Bunaes of Datarobot
13 Apr 2020
Contributed by Lukas
During the pandemic, there has been more emphasis than ever on "low-hanging fruit" AI applications and use-cases. Fraud detection is one of these use-...
The Effect of the Coronavirus on AI in Customer Service - With Nat Cartwright of Finn AI
06 Apr 2020
Contributed by Lukas
The coronavirus is dominating the news, and we figured it was important to cover it as it relates to AI in financial services. This week, we discuss w...
AI and the Future of Payments - With Kalpesh Kapadia of Deserve
30 Mar 2020
Contributed by Lukas
One of my favorite presentations last year was one I gave at an event called PayThink in California. I came to learn that there are more events about ...
We Are Now the AI in Financial Services Podcast - An Update From Dan
27 Mar 2020
Contributed by Lukas
We are changing the name of our podcast to AI in Financial Services. In this episode, Dan explains why and discusses how the show will address the cor...
AI and the Future of Compliance in Financial Services - With Hani Hagras of Temenos
23 Mar 2020
Contributed by Lukas
While a lot of people are excited about customer-facing applications in financial services, right now, the ROI of AI comes down to fraud detection and...
Building Teams That Can Apply AI Successfully - With Sasha Caskey of Kasisto
17 Mar 2020
Contributed by Lukas
When it comes to adopting AI applications, the team lessons are almost always better understood by the vendors than by the banks. This week, we speak ...
Scaling a Data Science Team the Right Way
09 Mar 2020
Contributed by Lukas
Our guest this week, Madhu, works at one of the top 10 Australian banks. He has a lot of experience applying AI in customer service. Madhu speaks abou...
Educating Cross-Functional Teams on the Potential of AI - With Jan Veldsink of Rabobank
02 Mar 2020
Contributed by Lukas
Our focus this month on AI in Banking is on building a successful data science team. This week, we speak with Jan Veldsink, who heads up AI for comp...
Successful Chatbot Use-Cases and the Importance of Starting with a Focus - With Sasha Caskey of Kasisto
24 Feb 2020
Contributed by Lukas
Almost any time we engage with financial institutions, chatbots are at least part of the conversation. There are not many credible chatbot companies t...
The Limits of Chatbots and NLP in Financial Services - With Paul Barba of Lexalytics
17 Feb 2020
Contributed by Lukas
Our guest this week, Paul Barba, heads up AI efforts at Lexalytics. I visited their headquarters as part of our AI in Montreal piece we released abou...
How to Deploy a Chatbot in Financial Services
11 Feb 2020
Contributed by Lukas
This week, we interview Madhu, who works on conversational interfaces at one of the four largest Australian banks. He speaks today about the phases of...
The 3 Phases of Building a Chatbot From Scratch - With Scott Nowson of PwC
03 Feb 2020
Contributed by Lukas
This month, we start a brand new theme: chatbots in banking. Nothing is more hyped in banking than chatbots, so we want to shed some light on what's a...
Simple Uses of NLP in Compliance - With Jan Veldsink of Rabobank
27 Jan 2020
Contributed by Lukas
This week, we interview Jan Veldsink, head of AI for compliance at Rabobank. He's been using AI and advanced statistics to detect fraud at Rabobank fo...
The Future of Wealth Management with AI and NLP - With Charles Martin of Calculation Consulting
20 Jan 2020
Contributed by Lukas
This week, we speak with a fan favorite guest from our AI in Industry Podcast: Dr. Charles Martin of Calculation Consulting. Charles talks about the c...
What NLP Can and Cannot Do in Banking - With Greg Council of Parascript
13 Jan 2020
Contributed by Lukas
We speak this week with Greg Council, VP of Marketing and Product Management at Parascript, an AI-enabled search and discovery vendor selling into the...
NLP in Banking, in the Back-End and Front-End - With Lee Smallwood of Citi
06 Jan 2020
Contributed by Lukas
It's the first episode of the new decade, and we're kicking off with our theme for the entire month of January: natural language processing (NLP) appl...
AI Talent...and How Banks Can Find It - With Ritchie Ng of Ensemble Capital
30 Dec 2019
Contributed by Lukas
This is an excellent episode. We speak with Ritchie Ng, Chief AI Officer at Ensemble Capital. Ritchie goes into a topic we really haven't covered much...
The Limitations and Potential of AI for Trading - Marek Bardonski of AI REV
23 Dec 2019
Contributed by Lukas
This week, we speak with Marek Bardonski, CEO of AI Rev. He was previously with Sigmoidal, where his focus was on AI for wealth management. When it co...
Compliance, Risk, and the Decision to Build vs Buy AI - With Jeremy Sosabowski of AlgoDynamix
16 Dec 2019
Contributed by Lukas
This week, we speak with Executive Director of AlgoDynamix, Jeremy Sosabowski, about how banks can leverage partnerships and vendors as opposed to bui...
How Banks Can Use Their Balance Sheet to Compete with Startups - with Lewis Liu of Eigen Tech
10 Dec 2019
Contributed by Lukas
In this episode of AI in Banking, Eigen Tech CEO Lewis Liu shares his thoughts on how banks can leverage their data, expertise, and deployable capital...
The Future Fintech AI Ecosystem in Banking - With Rob Delaney at Carrick Capital
02 Dec 2019
Contributed by Lukas
This month, we're focused on how banks can survive and thrive in an era of Ai disruption. Our first guest is Rob Delaney with Carrick Capital. Rob spe...
AI for Streamlining the Mortgage Process - With Dan Courtright of Iron Mountain
22 Nov 2019
Contributed by Lukas
This is our final episode in our month-long series on AI for search and discovery in banking, and this week we speak with Dan Courtright, Senior Direc...
Lawyers, Call Centers, and the Value of AI-Enabled Search - With Sheetal Rishi of IBM
18 Nov 2019
Contributed by Lukas
In this episode, we continue our theme on AI-enabled search and discovery in banking by interviewing Sheetal Rishi, Global Cognitive and Data Leader a...
NLP for Customer Service and Compliance Data - with Luca Scagliarini of Expert System
11 Nov 2019
Contributed by Lukas
This week, we speak with Luca Scagliarini with Expert System about a number of low-hanging fruit NLP applications within banking, including those for ...
AI-Enabled Search for LIBOR in Banking - With Simone Bohnenberger-Rich of Eigen Tech
04 Nov 2019
Contributed by Lukas
This week kicks off our first episode in our month-long series on AI for search and discovery in banking. How can AI help us find data, find files, fi...
The Key to Building a Culture of AI Innovation - With Emerj CEO Daniel Faggella
28 Oct 2019
Contributed by Lukas
This is our final episode in our series on building a culture of innovation in banks, our analyst episode in which Emerj CEO Daniel Faggella summarize...
Build a Culture to Adopt AI Successfully - With Mark Gazit of Thetaray
21 Oct 2019
Contributed by Lukas
This week, we speak with Mark Gazit, CEO of Thetaray, an AI vendor that focuses on financial fraud and anti-money laundering. Mark speaks with us from...
Millennial Banking Expectations Require an Innovative Culture - With Michelle Scarborough of BDC
14 Oct 2019
Contributed by Lukas
When banks, financial services companies, and even AI vendors servicing the banking landscape look to innovate in how they improve their customer expe...
Building an Innovative Culture From the Top - with Josephine Baliah
07 Oct 2019
Contributed by Lukas
This month's theme is the culture of innovation within banks. When we did our AI in banking Vendor Scorecard and Capability Map report and we asked ba...
Analyst Deep Dive: Strategic Recommendations for Bankers - With Daniel Faggella of Emerj
01 Oct 2019
Contributed by Lukas
This is the final episode of our September series on Strategic Recommendations for Bankers. My job this week is to connect the dots between some of th...
Where Banking Leaders Should be Focused Today - With Sebastien de Brouwer of the European Banking Federation
23 Sep 2019
Contributed by Lukas
This week, we speak with With Sebastien de Brouwer, Chief Policy Officer at the European Banking Federation, about where banking leaders should be foc...
How Banks Can Ride the Wave of AI Disruption to Their Advantage - With Nishant Chandra, Senior Director of Data Products at Visa
16 Sep 2019
Contributed by Lukas
Our guest this week is Nishant Chandra, PhD and Senior Director of Data Products at Visa. Nishant speaks with us about how banks can pivot to play to ...
Building and Leveraging AI Teams in Banking - with Lee Smallwood, COO Markets and Securities North America at Citi
09 Sep 2019
Contributed by Lukas
This week, we spoke to another of our research advisors: Lee Smallwood, COO of Markets and Securities for Citi North America. Lee speaks with us about...
How to Rethink Banking in the Age of AI - With Ian Wilson, Former Head of AI at HSBC
03 Sep 2019
Contributed by Lukas
This month we focus on strategic recommendations for AI in banking. We're bringing back our research advisors for our AI in Banking Vendor Scorecard a...
Analyst Deep Dive: AI for Customer Experience in Banking - With Daniel Faggella
26 Aug 2019
Contributed by Lukas
It's the final episode of our month-long series on AI for the customer experience in banking. This week, Emerj CEO Daniel Faggella breaks down the ins...
The Challenges of Chatbots in Banking - With Sasha Caskey, CTO at Kasisto
19 Aug 2019
Contributed by Lukas
This week we're joined by Sasha Caskey, the CTO of Kasisto. Kasisto is the highest-rated conversational interface vendor in our AI in Banking Vendor S...
People Don't Need Banks. They Need Banking - With Sindhu Joseph, CEO at CogniCor
12 Aug 2019
Contributed by Lukas
This week, we speak with Sindhu Joseph, CEO at CogniCor. She drops a quote in this interview that I really love and that I think hits on this month's ...
The "Friction-Free" Future of Banking: Using New Data Sources for Improving the Customer Experience - With Yinglian Xie, CEO at DataVisor
05 Aug 2019
Contributed by Lukas
The theme for the entire month is AI for the customer experience in banking. In this episode, we speak with Yinglian Xie, CEO at Datavisor. Xie sheds ...
Analyst Deep Dive: AI and Financial Risk Management - With Daniel Faggella
30 Jul 2019
Contributed by Lukas
We learned a lot about AI in risk-related banking functions, such as fraud, cybersecurity, compliance, and lending, in our AI in Banking Vendor Scorec...
Fraud, Compliance, and AI for Risk Mitigation - With Owen Hall, CEO at Heliocor
29 Jul 2019
Contributed by Lukas
This week, we speak with Owen Hall, CEO at Heliocor, about the proliferation of what Hall calls "breadcrumbs," digital touchpoints that a user has wit...
Machine Learning for Debt Collection and Personalized Messaging - with Ohad Samet of TrueAccord
22 Jul 2019
Contributed by Lukas
This week on the AI in Banking podcast we interview Ohad Samet, CEO of TrueAccord, about the applications of artificial intelligence for debt collect...
How to Prepare for the Evolution of AI in Cybersecurity - With the CTO of RiskIQ
15 Jul 2019
Contributed by Lukas
This week, we speak with Adam Hunt, CTO of RiskIQ, about how cybersecurity is shifting in the world of banking and financial services and why AI will ...
How Banks Will Win With Unsupervised Learning - With Gunnar Carlsson
09 Jul 2019
Contributed by Lukas
This week, we speak with Gunnar Carlsson, co-founder of Ayasdi, one of the better-known anti-money laundering AI vendors and one of the highest rankin...
Why Banks Need a Chief AI Officer - With Ian Wilson
01 Jul 2019
Contributed by Lukas
We interview the former Head of Artificial Intelligence at HSBC about how banks should go about developing not one AI strategy for their business, but...
Banks vs Fintechs: The Battle for Customer Experience - With Lee Smallwood
01 Jul 2019
Contributed by Lukas
Customer experience is what wins, according to Lee Smallwood, COO Markets and Securities Services at Citi. In this episode of the AI in Banking Podcas...
How Banking Leaders Can Overcome the Challenges to AI Adoption - With Nishant Chandra
01 Jul 2019
Contributed by Lukas
Banks have several challenges to AI adoption. One of them is their legacy IT and data infrastructures which aren't built or organized for machine lear...
How to Survive the Dangers of Fintech and AI Disruption - With Sergey Gribov
01 Jul 2019
Contributed by Lukas
According to Sergey Gribov, Partner at Flint Capital, "banks are the ultimate commodity." Fintech startups can offer banking services with leaner team...
Analyst Deep Dive: The Future of AI in Banking - With Daniel Faggella and Raghav Bharadwaj
01 Jul 2019
Contributed by Lukas
The Emerj team discusses insights from our AI in Banking Vendor Scorecard and Capability Map report. Which banking functions are banks eager to automa...