
Advertise on podcast: AI in Financial Services Podcast
Rating
4.9from
This podcast has
199 episodes
Language
EnglishPublisher
Daniel FaggellaExplicit
No
Date created
2019/07/01
Latest episode
2026/09/28
Average duration
26 min.
Release period
18 days
Description
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
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Podcast episodes
Check latest episodes from AI in Financial Services Podcast podcast
How Generative AI in Commerce Drives Faster Creative and Bigger Questions - with David Cost of Rainbow Apparel Co
2026/09/28
Product photography has long been one of e-commerce's biggest cost and speed bottlenecks, and generative AI is rewriting both sides of that equation. In this episode, David Cost, Chief Digital Officer at Rainbow Apparel Co, examines how generative AI is reshaping product imagery and video production for commerce teams. The conversation covers cost and speed gains, the risk of visual sameness across AI-generated creative, and how brands are rethinking model rights as they adopt digitally created models.
Learn how financial institutions are turning paper records and alternative data into usable AI insights. Download the free AI in Financial Services Executive Cheat Sheet at emerj.com/fcs2
How Leaders Close the Execution Gap in Modern AI Deployment - with Sam Mantle of Lingaro
2026/09/14
Enterprise AI investment keeps stalling before it reaches measurable business impact, and the reason is rarely the technology itself. In this episode, Sam Mantle, CEO at Lingaro, unpacks why data quality and ownership, not model capability, determine whether a pilot scales into something a CFO will call a win. The conversation covers how to diagnose a pilot headed for "pilot purgatory," a real-world example of using AI to resolve data-quality issues at scale, and the one practical step leaders can take this week to move from AI experimentation to impact.
This episode is sponsored by Lingaro.
In this episode, we cover why enterprise AI pilots stall before delivering measurable business impact, and what it takes to build the data foundation that lets AI scale.
Learn how venture funding and CEO perspectives can reveal real AI trends. Download the free report, "3 Ways to Discover AI Trends in Any Sector," at emerj.com/ait2
Precision CX in Regulated Industries - with Shri Nandan of Comcast
2026/08/24
A growing share of AI‑for‑CX guidance assumes a generic enterprise environment, but this episode surfaces the deeper operational friction that emerges when automation meets high‑stakes, highly regulated customer interactions.
In this episode, Shri Nandan, VP of AI Products and Experiences at Comcast, examines how regulatory constraints, fragmented data ownership, and emotionally or legally sensitive workflows reshape what AI can realistically deliver in healthcare and financial services alongside host Yolandi de Weerdt.
She highlights the practical shifts required for leaders to scale AI safely and effectively — from establishing tight governance and unified data foundations to designing agent systems that know when to escalate and when to automate.
Learn how these conversations drive pipeline for AI brands - download our media kit at http://emerj.com/AD2
The Leadership Alignment Required to Turn AI Into Enterprise Value - with Guillaume Lardeux and Eva Majercsik of Genesys
2026/07/13
AI is breaking down the traditional separation between technology leadership and people leadership, forcing enterprises to rethink how work is structured and how employees adopt new systems.
In this episode, Guillaume Lardeux, Head of Transformation and Office of the CEO at Genesys, and Eva Majercsik, Chief People Officer at Genesys, examine how AI-driven workflow redesign requires shared ownership across functions, as discussed with host Marilie Fouché.
They highlight the practical shifts involved — mapping current processes, identifying friction points, rebuilding workflows where humans and AI operate together, and supporting adoption through cultural alignment and iterative experimentation.
Learn the strategies we use to help leading AI brands and startups connect with their ideal enterprise AI buyers, visit: emerj.com/AD2
AI Assistants and Preparedness Among Enterprises - with Chris Caldwell of Concentrix
2026/06/15
Enterprises rushing agentic AI into production are running it through approval gates, batch windows, and audit systems built for human speed — and the gap is where most operational risk lives. In this episode, Chris Caldwell, President and CEO at Concentrix Corporation, examines how machine-scale transactions break processes designed for human pace and why bounded digital delegates outperform unrestricted digital twins in the enterprise. The discussion covers compliance bots that check other bots, the cost reality of poorly tuned agentic agents, and what leaders need to stop doing if they want a defensible AI roadmap. Learn how to evaluate AI vendors by assessing leadership expertise, and why funding benchmarks can signal product maturity and stability, download our free PDF report, "5 Ways to Select the Right AI Vendor," at emerj.com/aiv2.
The AI Driven Finance Stack for High Growth Financial Services - with Henry Ward of Carta
2026/06/01
A fundamental shift is emerging as AI moves core financial operations away from traditional web interfaces and into AI‑native cloud‑desktop environments, redefining how CFO teams execute and manage workflows. In this episode, Henry Ward, founder and CEO at Carta, examines how this transition changes the CFO operating model alongside host Daniel Faggella, highlighting why AI‑literate finance leaders gain leverage by orchestrating reporting, close processes, and analysis directly through agent‑driven systems. The discussion outlines how reusable AI skills, shared operational source files, and automated coordination reshape month‑end close, reporting agility, and cross‑team execution for modern finance organizations. To go deeper on this topic and learn how financial institutions are digitizing paper-based records to unlock usable data for AI, and using alternative data like public web and social signals to enhance risk assessment, download our free PDF report, "AI in Financial Services Executive Cheat Sheet" at emerj.com/fcs2
How the AI-Native Bank Stops Adding Pilots and Starts Industrializing - with Jeremy Caine of IBM
2026/05/18
AI programs in financial services don't fail at the model; they fail at the seam between pilot and production, where data, integration discipline, and ownership decide whether anything reaches scale. In this episode, Jeremy Caine, Technology Strategy and Solution Leader at IBM, unpacks why banks and insurers get stuck in pilot purgatory and what an AI-native future state actually looks like in a regulated environment. The conversation covers a data product strategy that surfaces the data that matters for the use case, the industrialized software delivery lifecycle required to move AI into production, a platform-led architecture built on open foundations and automation, and the operating model shifts senior leaders need to make to convert AI investment into durable business capability.
Learn how brands work with Emerj and other Emerj Media options at http://go.emerj.com/partner
AI‑Ready Underwriting Operations While Maintaining Decision Consistency - with Barbara Stacer of Utica National Insurance Group
2026/05/05
Stabilizing the operational environment around underwriting judgment is the shift that enables decisions to move into the market with greater speed, consistency, and control. In this episode, Barbara Stacer, Vice President, Head of Small Commercial Underwriting and Underwriting Operations at Utica National Insurance Group, examines how governed versioning, traceable approvals, and embedded documentation close the execution gap that slows pricing changes after they leave actuarial. She outlines the practical steps leaders can take to reduce queue time, strengthen auditability, and ensure pricing updates reach production when they matter most. Learn how brands work with Emerj and other Emerj Media options at https://go.emerj.com/partner1
Turning Infrastructure from Bottleneck to Business Enabler for AI - With Juan Orlandini of Insight
2026/04/20
AI infrastructure projects are failing not because the technology underdelivers, but because organizations commit capital before establishing the business case. In this episode, Juan Orlandini, CTO at Insight, examines why enterprise AI programs stall and outlines how leaders can apply decades of established IT investment discipline to evaluate, validate, and scale AI initiatives with measurable outcomes in mind. The conversation covers organizational change management across employee adoption segments, the application of FinOps principles to AI infrastructure spending, and a minimum viable proof of concept approach for validating AI investments before scaling.
Learn how brands work with Emerj and other Emerj Media options at http://go.emerj.com/partner.
How Intelligent Systems Accelerate Enterprise Decisions - with Amar Akshat of Paysafe
2026/04/06
Architectural decision‑making in large enterprises can break down when system knowledge is fragmented, slowing delivery and creating inconsistent outcomes across teams. In this episode, Amar Akshat, Senior Vice President of Architecture at PaySafe, examines how codified organizational memory and deterministic guardrails enable intelligent systems to accelerate development without sacrificing control. He highlights the shift toward machine‑readable decision records, intent‑driven interfaces, and standardized design patterns that help enterprises reduce drift, strengthen compliance, and move faster with greater confidence.
Learn how brands work with Emerj and other Emerj Media options at http://go.emerj.com/partner
How AI Is Reshaping Regulated Professional Workflows - with Steve Hasker of Thomson Reuters
2026/03/23
Regulated industries are facing mounting pressure to adopt AI while maintaining absolute accuracy, data protection, and clear human accountability. In this episode, Steve Hasker, CEO at Thomson Reuters, joins Emerj's Matthew DeMello to examine how these demands are reshaping expectations for model reliability, data isolation, and the future of high‑stakes regulatory work. The discussion highlights the need for transparent guardrails, expert‑trained systems, and new approaches to handling large‑scale filings without compromising oversight.
Want to share your AI adoption story with executive peers? Click go.emerj.com/expert1 for more information and to be a potential future guest on Emerj's flagship 'AI in Business' podcast!
Learn how brands work with Emerj and other Emerj Media options at go.emerj.com/partner
Defending Bank Onboarding Against Evolving Risk with Mary Ann Miller of Prove
2026/03/09
Modern enterprise leaders face a critical strategic challenge in balancing seamless digital onboarding with the increasing threat of sophisticated, AI-driven fraud. In this episode, Mary Ann Miller, VP of Client Experience and Fraud Advisor at Prove, unpacks why a robust "welcome mat" strategy centered on high-assurance identity verification enables the safe scaling of high-value services and drives institutional ROI. The conversation examines the implementation of endpoint bot protection to counter agentic AI attacks, the transition to intelligent data pre-fill to reduce abandonment, and the role of tokenized identity in creating a persistent, frictionless customer experience. Want to share your AI adoption story with executive peers? Click emerj.com/e2 for more information and to be a potential future guest on Emerj's flagship 'AI in Business' podcast.
From Pilots to Production in The New Era of Tokenized Finance with Tal Elyashiv of SPiCE VC
2026/02/23
Today's guest is Tal Elyashiv, Co-founder and Managing Partner at SPiCE VC. Tal joins Emerj's Nick Gertsch to explore how tokenization is moving from pilot programs into institutional-scale deployment — and what that means for settlement infrastructure, governance, and enterprise AI strategy in regulated financial systems. They discuss the real signals of production readiness, where AI is generating measurable ROI today (from compliance monitoring to customer operations), and why identity verification and human-in-the-loop controls are becoming mission-critical as AI-driven fraud accelerates. Want to share your AI adoption story with executive peers? Click emerj.expert for more information and to be a potential future guest on Emerj's flagship 'AI in Business' podcast!
Scaling Trust in the Next Era of Insurance - with Kiruba Eswaran of Eleos Life
2026/02/09
Today's guest is Kiruba Eswaran, CEO at Eleos Life. Eleos Life provides a fully digital platform for life and disability insurance. The platform offers 24/7 AI-guided assistance to help users navigate the application process, compare options, and manage coverage. It also includes optional wellness-related perks available to eligible customers. Kiruba joins Emerj Client Narrative & Content Strategy Lead, Nick Gertsch, to discuss how data and AI are reshaping insurance distribution, from improving customer education at scale to embedding protection at the right moments inside modern digital ecosystems. Kiruba also shares practical takeaways on where AI is driving real ROI, including scaling compliant policy support, increasing conversion through comprehension and "positive friction," and reserving human advisors for the empathy-heavy moments that require deeper personalization. Want to share your AI adoption story with executive peers? Click emerj.com/expert for more information and to be a potential future guest on Emerj's flagship 'AI in Business' podcast! Learn how brands work with Emerj and other Emerj Media options at emerj.com/mediakit.
Why Siloed Fraud and AML Systems Are Failing Financial Institutions - with Debjit Saha of MoneyGram
2026/01/26
Today's guest is Debjit Saha, VP of Engineering & Product for Risk & Compliance at MoneyGram. Debjit focuses on building data- and AI-driven controls for fraud, compliance, and payments decisioning. Debjit joins Emerj Editorial Director Matthew DeMello to explore how financial institutions can unify fraud, AML, and sanctions data amid rising costs, regulatory scrutiny, and sophisticated threats. Debjit also highlights practical steps for enterprise leaders: standardize tooling to bridge silos, shift to model-based detection to reduce false positives, and implement tiered human-in-the-loop controls for greater compliance efficiency. Want to share your AI adoption story with executive peers? Click emerj.com/e2 for more information and to be a potential future guest on Emerj's flagship 'AI in Business' podcast!
Podcast reviews
Read AI in Financial Services Podcast podcast reviews
mc75random 2022/02/03
One of the top 3 AI podcast shows actually worth listening to
As an AI consultant, I find Daniel’s podcasts amazing. He always has interesting guests who have practical experience to share. Daniel asks insightful...
HPRI 2020/04/27
Relevant and important
Banks and fintechs that leverage AI will thrive, those that don’t will struggle. This podcast discusses ideas and best practices that are critical fo...
Coach muscle hamster 2019/07/19
Practical AI
Dan always provides practical easy to understand knowledge that bridges the gap between technical and business professionals
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