Competing for Recommendations: The AI Midyear Pulse Check
episode
One Vision Podcast — Fintech, Banking, and AI with Theodora Lau
32 min
4 speakers
6 chapters
transcribed 1 month ago
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What key AI trends did Finovate Spring showcase for financial services?
Hello everyone, welcome to a brand new episode of One Vision. This is Theo, your host for today's episode. Now it's halfway through 2026, so as we have been doing in the past, thought we would bring everyone back in for a quick recap of the year, especially since fin of eight spring just wrapped up, and see what's ahead of us. So joining us today is our wonderful friends Julie, Tiffany, and Jennifer. You Thanks for having us. Yay, so we um had a lovely time in San Diego, Julie. Like I don't even know how many times I've said it. Thank you so much for moving the conference to San Diego. We just love it. It's beautiful, it's gorgeous, and everyone is happy. Um, let's start with that then. What caught your eye from from the the recent uh three days in San Diego from like, you know, people that are demoing solutions, uh things that we're talking about, exhibiting keynotes, etcetera?
Did anything catch you by surprise?
Yeah, I wouldn't say I was necessarily surprised by anything. Um, but one thing we did do differently at Sandy in uh Finavate Spring in San Diego this year was we had um Impla impact plus sessions, uh which were a lot of fun. It was kind of like taking the demos but shrinking them down to four-minute pitches. And instead of um, you know, viable technologies, they are very early stage companies. So um those were a lot of Um kind of yeah, the early stage concepts. And of course, most of them were centered around AI. Um, but as far as the regular demos on the main stage, I think one thing that has been trending both with with Finovate Spring and then Finovate Europe earlier this year, I've noticed that AI is no longer being just tacked on to
um existing platforms uh like a customer service, you know, chatbot, something like that. It's now being integrated into solutions and that It's really kind of happening without. And of course, AI is everywhere um throughout the demo stage. I'm not sure if there was a demo without AI on it. Um I didn't get to sit on on all the demos. So if there was one without AI, I missed it.
And I would say I saw some of the same themes that we see in our research, right? It's really all about AI, fraud, personalization, and even customer experience. I think the biggest thing that stood out to me this year is how practical the conversations have become become. So we were focused before on just trying to figure out whether AI mattered or didn't matter. And it feels like we're spending a lot more time talking about where it can create value and how you can deploy it responsibly. And that's starting to signal that the market is maturing.
One of the things that stood out to me, I I agree completely in in Tiffany's assessment. Uh but one of the things that stood out to me is that when we think through the consumer's lens uh of what is most the most palatable uses of AI. Uh sure it is. Keep me safe from fraud. Uh make sure I'm not paying fees that I could avoid. Uh optimize rewards for those customers that are in that position. But the fourth item on that list is get me to the right human at the right time. And so, you know, the what was interesting as I think about the different institutions that were part of Finovate and part of this is the design of the event. Um the lean into AI was quite substantial. And you know, it's my responsibility to remind everybody that personal service goes along with AI.
in order to delight your customer base.
That's funny. Um, I do appreciate the practical the or the pragmatic uh view of of AI because I've had I would say this one is the one I had the most number of conversations where people were talking about lessons learned. Um, how do we actually do it? And not just pilot, right? You know, people that have done it in production and what what um they've learned from it and what they will do differently next time. So I appreciate those conversations. I do appreciate I do um agree. I think every conversation was AI. Um We should you know what, Julie, next time I think we should say, you know, we'll give like a surprise um reward or something for someone who can actually last through the entire demo without saying the word AR.
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Chapters
6 chapters
1
What key AI trends did Finovate Spring showcase for financial services?
0:05–5:27
2
How are banks shifting from competing for attention to competing for recommendations?
5:27–12:16
3
Why do consumers use AI for personal finance but adoption of bank‑provided tools remains low?
12:16–17:05
4
What is the AI Visibility Leadership Board and how does it reveal dynamic rankings?
17:05–23:14
5
How does AI‑driven discovery differ from traditional SEO and GEO strategies?
23:14–27:59
6
What are the trust paradox and verification challenges when consumers rely on LLMs for advice?
27:59–32:21
Speakers
4 identifiedMore from One Vision Podcast — Fintech, Banking, and AI with Theodora Lau
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