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AI in Financial Services Podcast

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AI in Financial Services Podcast

ByDaniel Faggella

The AI in Financial Services is for non-technical financial services leaders looking to find AI opportunities, build an AI strategy, and deliver ROI.Each week, Emerj AI Research team (and CEO Daniel Faggella) interview leaders from global financial services firms and unicorn AI startups to get to the heart of AI ROI - uncovering what's working and what's not working for FinServ leaders.Visit our advertising page to learn more about reaching our executive audience of AI adopters in the world's largest banking and insurance firms: https://emerj.com/advertise

50 episodes•0 subscribers•0 Total Listens

Episode Playlist

50 episodes

Managing Risk in Financial Services with AI - with Swami Jayaraman of Iron Mountain

Aug 26, 2024•26:03

Managing Risk in Financial Services with AI - with Swami Jayaraman of Iron Mountain

AI Use Cases in Risk Management for Financial Services - with Swami Jayaraman of Iron Mountain

Sep 9, 2024•17:33

AI Use Cases in Risk Management for Financial Services - with Swami Jayaraman of Iron Mountain

Deploying AI in B2B Spaces - with David Thompson of American Express Global Business Travel

Sep 23, 2024•14:33

Deploying AI in B2B Spaces - with David Thompson of American Express Global Business Travel

Autonomous Finance and Personalization in Credit Workflows – with Supriya Gupta of Credit Karma

Oct 7, 2024•15:15

Autonomous Finance and Personalization in Credit Workflows – with Supriya Gupta of Credit Karma

Driving Financial Inclusion with AI - with Kelly Uphoff of Tala

Oct 21, 2024•17:31

Driving Financial Inclusion with AI - with Kelly Uphoff of Tala

Driving Inclusivity in Financial Services - with Kelly Uphoff of Tala

Nov 4, 2024•12:09

Driving Inclusivity in Financial Services - with Kelly Uphoff of Tala

Commodity and High-End Financial Services Customer Relationships - with Kit Cox of Enate

Nov 18, 2024•27:55

Commodity and High-End Financial Services Customer Relationships - with Kit Cox of Enate

Point of Sale and Point of Need Use Cases in Financial Services - with Kit Cox of Enate

Dec 2, 2024•25:10

Point of Sale and Point of Need Use Cases in Financial Services - with Kit Cox of Enate

Hiring in AI for Financial Services - with Nirmal Ranganathan of Rackspace

Dec 16, 2024•23:05

Hiring in AI for Financial Services - with Nirmal Ranganathan of Rackspace

Driving AI Growth in Financial Services - with Nirmal Ranganathan of Rackspace

Dec 30, 2024•21:38

Driving AI Growth in Financial Services - with Nirmal Ranganathan of Rackspace

Transforming Personal Banking with AI - with Edward Maslaveckas of Bud Financial

Jan 14, 2025•23:08

Transforming Personal Banking with AI - with Edward Maslaveckas of Bud Financial

Use Cases Driving Personal Banking Transformation with AI - with Edward Maslaveckas of Bud Financial

Jan 27, 2025•16:26

Use Cases Driving Personal Banking Transformation with AI - with Edward Maslaveckas of Bud Financial

The Role of AI in Insurance Efficiency and Customer Engagement - with Matt Marolda of Acrisure

Feb 10, 2025•23:25

The Role of AI in Insurance Efficiency and Customer Engagement - with Matt Marolda of Acrisure

Use Cases in AI-Driven Personal Insurance - with Matt Marolda of Acrisure

Feb 24, 2025•19:06

Use Cases in AI-Driven Personal Insurance - with Matt Marolda of Acrisure

The Rise of Generative AI-Enabled Financial Crime - with Sophia Qureshi of Provenir

Mar 10, 2025•26:40

The Rise of Generative AI-Enabled Financial Crime - with Sophia Qureshi of Provenir

Navigating AI-Driven Digital Transformation in Banking - with Arpit Sarin of Regions Bank

Mar 24, 2025•25:09

Navigating AI-Driven Digital Transformation in Banking - with Arpit Sarin of Regions Bank

Lessons from Retail and Healthcare for Financial Services CX Leaders - with Jessica Saperstein at Church Mutual

Apr 7, 2025•19:31

Lessons from Retail and Healthcare for Financial Services CX Leaders - with Jessica Saperstein at Church Mutual

Transforming Customer Experience with AI-Enhanced Contact Centers - with Jim Palmer of Dialpad

Apr 21, 2025•25:44

Transforming Customer Experience with AI-Enhanced Contact Centers - with Jim Palmer of Dialpad

Why Domain-Specific AI Beats General Purpose Models in Financial Services - with Jim Palmer of Dialpad

May 5, 2025•26:44

Why Domain-Specific AI Beats General Purpose Models in Financial Services - with Jim Palmer of Dialpad

Business Intelligence Tools for Informed Decision Making - with Traci Mabrey of Factiva

May 19, 2025•22:35

Business Intelligence Tools for Informed Decision Making - with Traci Mabrey of Factiva

The Power of Smart Summary for Faster Research - with Traci Mabrey of Factiva

Jun 2, 2025•19:26

The Power of Smart Summary for Faster Research - with Traci Mabrey of Factiva

Proactive AI and the Evolution of Customer Experience in Finance - with Shardul Vikram at SAP

Jun 16, 2025•23:02

Proactive AI and the Evolution of Customer Experience in Finance - with Shardul Vikram at SAP

Multi-Faceted Fraud Response Strategies for Financial Services - with Sophia Qureshi of Provenir

Jun 30, 2025•19:05

Multi-Faceted Fraud Response Strategies for Financial Services - with Sophia Qureshi of Provenir

Smarter Compliance Strategies for Regulated Industries - with Itumeleng Masunyane of Amicorp

Jul 14, 2025•17:21

Smarter Compliance Strategies for Regulated Industries - with Itumeleng Masunyane of Amicorp

Trust and Transformation in Banking CX – with Kyle Hathorn of FNBO

Jul 28, 2025•23:38

Trust and Transformation in Banking CX – with Kyle Hathorn of FNBO

Looking at the Future of Banking and Financial Services in 2025 by Data Signal - with Gautam Samanta of Coforge

Aug 11, 2025•23:30

Looking at the Future of Banking and Financial Services in 2025 by Data Signal - with Gautam Samanta of Coforge

Why Autonomous AI Systems Are Accelerating Enterprise Adoption - with Charleyne Biondi of Moody's

Aug 25, 2025•26:08

Why Autonomous AI Systems Are Accelerating Enterprise Adoption - with Charleyne Biondi of Moody's

How International AI Safety Efforts Are Shaping the Future of Governance - with Charleyne Biondi of Moody's

Sep 8, 2025•25:44

How International AI Safety Efforts Are Shaping the Future of Governance - with Charleyne Biondi of Moody's

The Biggest AI Trends Shaping Sales and Revenue Teams - with Andy Byrne at Clari

Sep 22, 2025•28:41

The Biggest AI Trends Shaping Sales and Revenue Teams - with Andy Byrne at Clari

The Role of AI in Reducing Revenue Risk and Improving Accuracy - with Andy Byrne at Clari

Oct 6, 2025•19:14

The Role of AI in Reducing Revenue Risk and Improving Accuracy - with Andy Byrne at Clari

The Role of AI in Risk Management and Compliance - with Miriam Fernandez and Sudeep Kesh at S&P Global Ratings

Oct 20, 2025•28:49

The Role of AI in Risk Management and Compliance - with Miriam Fernandez and Sudeep Kesh at S&P Global Ratings

The Future of AI Competition in Financial Services After DeepSeek's Breakthrough - with Sudeep Kesh and Martin Whitworth of S&P Global Ratings

Nov 3, 2025•26:11

The Future of AI Competition in Financial Services After DeepSeek's Breakthrough - with Sudeep Kesh and Martin Whitworth of S&P Global Ratings

Balancing Friction and Growth in Digital Fraud Strategy - with Karan Gandhi at Best Egg

Nov 17, 2025•21:21

Balancing Friction and Growth in Digital Fraud Strategy - with Karan Gandhi at Best Egg

Balancing Personalization and Trust in AI-Driven Customer Experience - with Kyle Hathorn of FNBO

Dec 1, 2025•22:30

Balancing Personalization and Trust in AI-Driven Customer Experience - with Kyle Hathorn of FNBO

Driving Trust and Community Through Technology in Credit Unions – with Nicole Haverly at nCino

Dec 15, 2025•30:12

Driving Trust and Community Through Technology in Credit Unions – with Nicole Haverly at nCino

Reducing Friction and Fraud in Financial Services Onboarding – with Mary Ann Miller of Prove

Dec 29, 2025•24:41

Reducing Friction and Fraud in Financial Services Onboarding – with Mary Ann Miller of Prove

How Payments Firms Secure AI While Meeting Regulatory Demands - with Debjit Saha of MoneyGram

Jan 12, 2026•22:46

How Payments Firms Secure AI While Meeting Regulatory Demands - with Debjit Saha of MoneyGram

Why Siloed Fraud and AML Systems Are Failing Financial Institutions - with Debjit Saha of MoneyGram

Jan 26, 2026•23:07

Why Siloed Fraud and AML Systems Are Failing Financial Institutions - with Debjit Saha of MoneyGram

Scaling Trust in the Next Era of Insurance - with Kiruba Eswaran of Eleos Life

Feb 9, 2026•24:14

Scaling Trust in the Next Era of Insurance - with Kiruba Eswaran of Eleos Life

From Pilots to Production in The New Era of Tokenized Finance with Tal Elyashiv of SPiCE VC

Feb 23, 2026•27:07

From Pilots to Production in The New Era of Tokenized Finance with Tal Elyashiv of SPiCE VC

Defending Bank Onboarding Against Evolving Risk with Mary Ann Miller of Prove

Mar 9, 2026•28:23

Defending Bank Onboarding Against Evolving Risk with Mary Ann Miller of Prove

How AI Is Reshaping Regulated Professional Workflows - with Steve Hasker of Thomson Reuters

Mar 23, 2026•16:37

How AI Is Reshaping Regulated Professional Workflows - with Steve Hasker of Thomson Reuters

How Intelligent Systems Accelerate Enterprise Decisions - with Amar Akshat of Paysafe

Apr 6, 2026•25:33

How Intelligent Systems Accelerate Enterprise Decisions - with Amar Akshat of Paysafe

Turning Infrastructure from Bottleneck to Business Enabler for AI - With Juan Orlandini of Insight

Apr 20, 2026•27:19

Turning Infrastructure from Bottleneck to Business Enabler for AI - With Juan Orlandini of Insight

AI‑Ready Underwriting Operations While Maintaining Decision Consistency - with Barbara Stacer of Utica National Insurance Group

May 5, 2026•15:37

AI‑Ready Underwriting Operations While Maintaining Decision Consistency - with Barbara Stacer of Utica National Insurance Group

How the AI-Native Bank Stops Adding Pilots and Starts Industrializing - with Jeremy Caine of IBM

May 18, 2026•30:36

How the AI-Native Bank Stops Adding Pilots and Starts Industrializing - with Jeremy Caine of IBM

The AI Driven Finance Stack for High Growth Financial Services - with Henry Ward of Carta

Jun 1, 2026•36:41

The AI Driven Finance Stack for High Growth Financial Services - with Henry Ward of Carta

AI Assistants and Preparedness Among Enterprises - with Chris Caldwell of Concentrix

Jun 15, 2026•28:21

AI Assistants and Preparedness Among Enterprises - with Chris Caldwell of Concentrix

The Leadership Alignment Required to Turn AI Into Enterprise Value - with Guillaume Lardeux and Eva Majercsik of Genesys

Jul 13, 2026•29:52

The Leadership Alignment Required to Turn AI Into Enterprise Value - with Guillaume Lardeux and Eva Majercsik of Genesys

Precision CX in Regulated Industries - with Shri Nandan of Comcast

Aug 24, 2026•21:56

Precision CX in Regulated Industries - with Shri Nandan of Comcast

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