How to Build ROI-Driven AI Co-Pilots for Finance

In this episode of the AI Monetisation Podcast, Boris Tvaroska, AI Technical Lead for Financial Services at Google, joined Co-founder Binny Mathews to discuss how leading financial institutions can build ROI-driven AI co-pilots, while navigating one of the most heavily regulated industries on earth.Guest Background: With a career spanning Google, AWS, Lenovo, and HP, Boris brings deep expertise in applied AI, NLP, and cloud-based transformation. He’s led AI implementations across global financial enterprises and previously co-founded an NLP startup, giving him a unique perspective at the intersection of innovation and governance.What's Inside?Top 2 AI use cases in finance: Intelligent document processing & frontline AI copilotsWhy traditional OCR and RPA fall short in modern financial workflowsHow banks can scale personalization while managing regulatory riskThe role of RAG vs fine-tuning in real-world AI deploymentsWhat’s blocking full-scale automation, and how governance must evolveKey Takeaways:Document-heavy processes are ripe for AI-driven unstructured-to-structured data transformationCopilots can boost efficiency for call centers, loan officers, and advisorsGovernance, not model performance, is the biggest blocker to adoptionMost real-world success comes from RAG + embedding fine-tuning, not full model retrainingRegulation needs to catch up to unlock end-to-end automationThis is a must-watch for anyone building or deploying AI in finance, especially if you're focused on measurable ROI, risk mitigation, and scaling innovation responsibly.For full show notes, visit- https://bit.ly/3GByYNVProjectPro helps you tackle your AI projects with ease. Upskilling the team for specific AI projects, collaborating with experts to co-build AI solutions, or opting for end-to-end project outsourcing, ProjectPro has you covered. With ongoing 1:1 support, enterprises can overcome roadblocks and seamlessly take their projects from PoC to production. Learn more- https://bit.ly/4lrlnaR

There are no comments yet.

Please log in to write the first comment.