The AI Financial Advisor: Banks’ Biggest Opportunity or Biggest Threat? | Behind the Numbers

In today’s podcast episode, we discuss whether banks can successfully encourage customers to use their AI-powered tools on their own websites and apps for personal finance management, how AI tools like ChatGPT, Gemini, Claude, Copilot, and others can convince people to use their LLMs for personal finance, and what banking consumers are most likely to want to use AI for when it comes to managing their money. Join Senior Director of Podcasts and host Marcus Johnson, along with Principal Analyst Tiffani Montez and Head of EMARKETER Advisory Rob Rubin. Listen wherever you get your podcasts, or watch on YouTube or Spotify. Subscribe to EMARKETER's newsletters. Go to https://www.emarketer.com/newsletters Follow us on Instagram at: https://www.instagram.com/emarketer/ For sponsorship opportunities, contact us: [email protected] For more information, visit: https://www.emarketer.com/advertise/ Have questions or just want to say hi? Drop us a line at [email protected] For a transcript of this episode, click here: https://www.emarketer.com/content/podcast-ai-financial-advisor-banks-biggest-opportunity-biggest-threat-behind-numbers © 2026 EMARKETER Verve is a global ad solution that helps brands, agencies, and publishers activate consumer intent in real-time across platforms. Learn more at https://verve.com/verve-intelligence/