Two Use-Cases of AI in Wealth Management - with Nirupam Sarkar of Fidelity...
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 assets under management. In today’s episode,...
View ArticleFinServ's Shifting AI Priorities Post-COVID - with Sankar Narayanan of Fractal
This week’s guest is Sankar Narayanan, Chief Practice Officer at Fractal. Fractal is a unicorn company focusing on services and solutions in various industries, including financial services. In this...
View ArticleMonitoring the Health of a Loan Portfolio - with Jackson Hull of OakNorth
Today’s guest is Jackson Hull. At the time of recording this interview, Jackson was the COO of OakNorth, but he now serves as the CEO of Elliptic. OakNorth is a financial services unicorn company based...
View ArticleMeasuring the ROI of AI - with Jay Budzik of Zest AI
Today’s guest is Jay Budzik, Chief Technology Officer of Zest AI. What are the best ways to measure ROI for an early AI project? There are countless ways to answer the question, as virtually every...
View ArticleHow Insurance Will Fundamentally Change - with Pardeep Bassi of WTW
Today’s guest is Pardeep Bassi, Global Proposition Leader of Data Science at Willis Towers Watson. He’s also spent the last decade in data science leadership roles for insurance firms. Pardeep returns...
View ArticleAI for Upselling and Cross-Selling in Insurance - with Zohar Bronfman, CEO of...
Today’s guest is Pecan AI CEO and co-founder Dr. Zohar Bronfman. Pecan produces an AI-driven platform designed to drive business value using predictive analytics and proprietary model scoring. In...
View ArticleBuilding Deeper Customer Profiles with Computer Vision in Banking - with...
Today’s guest is Kelly Harlin, Director of Solutions Marketing and Commercialization at Sharp/NEC. As a manufacturer of computer monitors and large-scale information displays and systems, Sharp/NEC has...
View ArticleUse Cases in Trust Automation - with Christian Van Leeuwen of FRISS
Today's guest is Christian Van Leeuwen, Co-founder and Chief Strategy Officer of FRISS. His company accrued over $88 million to fund a workforce of 200 employees focused on claims underwriting,...
View ArticleWhat Autonomy Means for Accounting - with Alexander Hagerup of Vic.ai
Today's guest is Vic.ai Co-founder and CEO Alexander Hagerup. Vic.ai is a software as a service that offers full autonomy in accounting workflows, specifically in invoice processing and helping to...
View ArticleThe Future of Lead Optimization in Real Estate, Insurance, and Beyond - with...
Today's guest is the CEO of Catchlight Insights, Wilbur Swan. Catchlight is a Fidelity-backed and grown AI solution streamlining lead optimization for small and medium-sized financial institutions with...
View ArticlePredicting Market Risk with AI - with Francis Geeseok Oh of Qraft Technologies
Today’s guest is Qraft Technologies APAC CEO, Francis Geeseok Oh. Qraft is an emerging invest tech AI solution for investment risk management. Those in the investment space, from retail to big-name...
View ArticleGiving Enterprise Data a Voice - with Martín Ramírez of WellSaid Labs
Today's guest is Martín Ramírez, Head of Growth at WellSaid, a company specializing in AI-driven voice-over tools. There are surprising use cases for these capabilities across various industries. In...
View ArticleMaking Wealth Management Customizable with AI - with Alessandro Tonchia of...
Today’s guest is the Head of Strategy, InvestCloud (EMEA), Alessandro Tonchia. InvestCloud is an AI-driven communications platform for wealth managers. Before starting there in 2021, Alessandro worked...
View ArticleEffective Data Governance For Compliance Risk in Financial Services - with...
Today’s guest is Supreet Kaur, Assistant Vice President at Morgan Stanley. She’s spent the last five years working in data spaces across financial services and life sciences, along with essential...
View ArticleBringing AI to the Onboarding Process - with Sarah Welch of Curinos
Today’s guest is Managing Director at Curinos Sarah Welch. Curinos is a software company specializing in data-based solutions for financial services enterprises. In conversation with Emerj Senior...
View ArticleBuilding an Effective AI Team in Financial Services - with Lori Cenci of HSBC
Today’s guest on the ‘AI in Financial Services’ podcast is Dr. Lori Cenci, US Head of Unauthorized Trade Surveillance at HSBC and Lecturer of Applied Analytics at Columbia University School of...
View ArticleSolving Black Box Problems in Financial Services with Machine Learning - with...
Today's guest is Fiddler AI CEO, Krishna Gade. Fiddler AI builds custom monitoring platforms specializing in risk and compliance as well as the lending and trading spaces. In conversation with Emerj...
View ArticleThe Reality of ChatGPT for Financial Services - with Scott Zoldi of FICO
Today’s guest is Scott Zoldi, Chief Analytics Officer of FICO. In conversation with Emerj Senior Editor Matthew DeMello, Scott digs deeper into his writings on the many well-publicized disadvantages of...
View ArticleSolving Bookkeeping Challenges for Accountants and Entrepreneur Workflows -...
Today’s guest is Intuit Director of Product Management, Accounting ＆ Tax, Michael Hitchcock. Michael’s experience in product development and engineering goes back to his days at GE in the mid-2000s. In...
View ArticleIntelligent Automation for Media Surveillance and Customer Service Workflows...
Today's guests are WorkFusion VP, Head of AI Paul Tepper, and VP of Product Management Tina Chace. WorkFusion is a software company with over $340 million in funding that blends RPA and AI – a process...
View ArticleWhat the Rise of Personalization Data Means for Borrowers and Lenders - with...
Today’s guest is Credit Karma Vice President and Core Team General Manager Supriya Gupta. Credit Karma is a multinational personal finance brand under Intuit that makes products free to consumers that...
View ArticleWhat Broad Democratization Means for Financial Services - with Kurt Muehmel...
Today’s guest is Strategic Advisor for Dataiku, Kurt Muehmel. Dataiku is an AI and machine learning company with over $4.6 billion in funding. In conversation with Emerj Senior Editor Matthew DeMello,...
View ArticleWhat Finserv Challenges Look Like to the CTO - With Rebecca Parsons of...
Today’s guest is Thoughtworks Chief Technology Officer Rebecca Parsons. ThoughtWorks is a publicly owned global technology company operating in 18 countries, providing software design and delivery...
View ArticleFinding ‘Ground Truth’ in Accounting Workflows - with Michael Hitchcock of...
Today’s guest is the Director of Product Management, Accounting ＆Tax at Intuit, Michael Hitchcock. Michael returns to the program to talk about the impact AI will have on accounting workflows, how it...
View ArticleAutonomous Financial Workflows for the Individual and the Organization - with...
Today’s guest is Credit Karma Vice President and Core Team General Manager Supriya Gupta. Credit Karma is a multinational personal finance brand under Intuit that makes products free to consumers that...
View ArticleReducing False Positives in Fraud Detection for eCommerce - with Ido Lustig...
Today’s guest is Checkout.com Chief Risk Officer Ido Lustig. He joins Emerj Senior Editor Matthew DeMello on the program to talk about challenges in addressing fraud without false positives, where this...
View ArticleLLMs and Knowledge Graphs for Customer Experience - with Michael Walrath of Yext
Today’s guest is Michael Walrath, CEO of Yext. Yext is a unicorn startup with a $2 billion market cap achieved in 2021 and over $300 million yearly revenue. Michael joins us on the program today to...
View ArticleCybersecurity Workflows in the Era of Generative AI and Autonomy - with Eran...
Today’s guest is Eran Ashkenazi, Chief Customer Officer at SentinelOne. SentinelOne is a public US-based cybersecurity company founded in 2013 that uses machine learning to gain deeper insight into how...
View ArticleBankable LLM Use Cases for Financial Services - with Muddu Sudhakar of Aisera
Today’s guest is Muddu Sudhakar, CEO of Aisera - a conversational AI platform that automates and synchronizes workflows across the organization. He joins us to discuss the most promising use cases he...
View ArticleAI for Driving Results, and Empathy, in Collections - with Christopher Reese...
Today’s guest is Cresta Director of Customer Value, Christopher Reese. Cresta is a tech company specializing in building custom AI-enhanced call center solutions. Christopher joins us on the program...
View ArticleFrom Avoiding to Craving Feedback in Financial Services CX - with Mike...
Today’s guest is Ada CEO, Mike Murchison. Ada is an AI-powered customer service automation platform based in Toronto. In conversation with Emerj Senior Editor Matthew DeMello, Mike explains what he...
View ArticleHow to Avoid Getting Stuck in Your Digital Transformation - with Jeff...
Today’s guest is Jeff DeVerter, Chief Technology Evangelist of Rackspace Technology. Rackspace is a public cloud computing company with over $3 billion in annual revenue based outside of San Antonio,...
View ArticleFrom Reactive to Proactive Business Capabilities in Financial Services - with...
Today’s guest is Zac Maufe, Head of Regulated Industries at Google Cloud. He joins us on today’s show to talk about the challenges facing banking leaders in moving to the cloud, winning executive...
View ArticleLLMs for Improved CX in Financial Services - with Mike Murchison of Ada
Today's guest is Mike Murchison, CEO of Ada. Ada specializes in automating communications channels to support and enhance customer experience operations for financial services firms. With Emerj Senior...
View ArticleCompliance for Financial Services in the Age of Generative AI - with Bala...
Today’s guest is Bala Kumar, Chief Product Officer at Jumio. Jumio is a financial services company that provides card and ID scanning and validation products for mobile and web transactions, which they...
View ArticleThe Importance of Data Integration in Financial Services - with Dr. Stefan...
Today’s guests are Dr. Stefan Sigg and Steffen Lorenz, Chief Product Officer and Business and Insurance Leader for Software AG, respectively. Software AG is a multinational software developer based in...
View ArticleLeveling Up AML Operations with AI - with Christopher Phillips of Valley
Today’s guest is Christopher Phillips, Senior Vice President and Director of AML at Valley Bank. Valley Bank is a regional bank holding company based in New Jersey with nearly $2 billion in annual...
View ArticleAI Through the Lens of Investment Banking - with Eric Crowley of GP Bullhound
Today’s guest is Eric Crowley, partner at GP Bullhound. GP Bullhound is an investment bank and venture capital fund with 11 offices in the US and Europe. Eric leads the firm’s Consumer Subscription...
View ArticleKYC Compliance, ‘Front Door Verification’ and Large Language Models - with...
Today’s guest is Bala Kumar, Chief Product Officer at Jumio. Jumio is a financial services company that provides card and ID scanning and validation products for mobile and web transactions, which they...
View ArticleNavigating Data Stacks with APIs for Financial Services - with Dr. Stefan...
Today’s guests are Dr. Stefan Sigg and Steffen Lorenz, Chief Product Officer and Business and Insurance Leader for Software AG, respectively. Software AG is a multinational software developer based in...
View ArticleMaking the Move to SaaS in Financial Services - with Adrien Gabeur with Sinequa
Today's guest is Adrien Gabeur, Vice President of Cloud at Sinequa. Sinequa is a software company that builds an enterprise search platform for financial services firms, but they didn't always used to...
View ArticleSolving Private Equity Challenges with Emerging AI Capabilities - with Adam...
Today’s guest is Adam Nahari, Vice President of Data and Analytics at Berkshire Partners. Berkshire Partners is a Boston-based private equity firm with substantial experience and investments in the...
View ArticleSyncing Employee and Customer Journeys in Financial Services with AI - with...
Today’s guest is Louis Tetu, CEO of Coveo. Coveo is a tech company that develops Saas enterprise search solutions powered by AI. Louis joins us on today’s program to talk about the importance of...
View ArticlePredictive Analytics and Generative AI Solutions for Private Equity - with...
Today’s guest is Adam Nahari, Vice President of Data and Analytics at Berkshire Partners. Berkshire Partners is a Boston-based private equity firm with substantial experience and investments in...
View ArticleFinancial Services Challenges from a Data Perspective - with Bill Waid of FICO
Today’s guest is Bill Waid, Chief Product and Technology Officer at FICO. Bill has been with FICO for over 20 years, developing Decision Management systems. Prior to his time at FICO, Bill worked for...
View ArticleWinning Executive Buy-In for FinServ Data Governance Initiatives - with Bill...
Today’s guest is Bill Waid, Chief Product and Technology Officer at FICO. Bill has been with FICO for over 20 years, developing Decision Management systems. Prior to his time at FICO, Bill worked for...
View ArticleHow Generative AI Will Democratize BFSI - with Bhaskar Kalita of Quantiphi
Today’s guest is Bhaskar Kalita, Global Head of Financial Services and Insurance at Quantiphi. Quantiphi is an AI-first digital engineering company that designs AI-driven services and platforms for...
View ArticleFuture GenAI Use Cases for Financial Services - with Marco Argenti of Goldman...
Today’s guest is Marco Argenti, Chief Information Officer at Goldman Sachs. Before working with Goldman Sachs, Marco served as SVP of Developer Services at Nokia, then Vice President of Technology of...
View ArticleAlternative Data Management Approaches for Financial Services - with Ted...
Today’s guest is Ted Kwartler, Field CTO of Generative AI for DataRobot. DataRobot is an AI-powered software company that helps enterprises automate processes from end to end. In conversation with...
View ArticleAI Model Development in Contract Management for Financial Services - with...
Today’s guest is Troy Pospisil, Founder and CEO of Ontra. Ontra is an AI-driven tech company that develops contract management and other legal solutions for organizations across financial services with...
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