AI in Financial Services Podcast

Daniel Faggella
AI in Financial Services Podcast

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

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

    3 DAYS AGO

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

    Today’s guest is Edward Maslaveckas, CEO and Co-founder of Bud Financial. Bud provides transactional lending analysis and advanced AI solutions for power affordability and credit lifecycle management. Edward returns to the program to talk about use cases across financial services that are going to transform the personal banking space, from back-office services to customer-facing applications. Throughout the episode, Edward talks about what will come easiest to born-digital fintech startups before they will eventually need to gain the trust and proximity to retail banking customers that legacy organizations have. If you’ve enjoyed or benefited from some of the insights of this episode, consider leaving us a five-star review on Apple Podcasts, and let us know what you learned, found helpful, or liked most about this show!

    16 min

  2. JAN 14

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

    Today’s guest is Edward Maslaveckas, CEO and Co-founder of Bud Financial. Bud provides transactional lending analysis and advanced AI solutions for power affordability and credit lifecycle management. Edward joins us on today’s program to talk about the biggest challenges in driving personal banking experiences, and what the landscape between legacy and fintech organizations might look like given the practicality of adopting large-scale generative AI use cases in different kinds of financial institutions. If you’ve enjoyed or benefited from some of the insights of this episode, consider leaving us a five-star review on Apple Podcasts, and let us know what you learned, found helpful, or liked most about this show!

    23 min
  3. Driving AI Growth in Financial Services - with Nirmal Ranganathan of Rackspace

    12/30/2024

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

    Today’s guest is Nirmal Ranganathan, Vice President of Engineering and AI at Rackspace Technology. Rackspace, headquartered in San Antonio, Texas, is a global cloud computing company with additional offices across North America, Europe, Asia, and Australia. It operates data centers in key locations including Amsterdam, London, Frankfurt, Hong Kong, and various cities in the United States. Nirmal returns to the show to explore the accelerating journey of AI adoption in financial services. Pulling from Rackspace’s recent AI survey, we discuss key findings: 86% of companies report tangible AI benefits, and 60% are transitioning from ideation to early implementation. However, as organizations race to integrate AI, many still face skills gaps, with a majority seeking talent in machine learning and software development. If you’ve enjoyed or benefited from some of the insights of this episode, consider leaving us a five-star review on Apple Podcasts, and let us know what you learned, found helpful, or liked most about this show!

    22 min
  4. Hiring in AI for Financial Services - with Nirmal Ranganathan of Rackspace

    12/16/2024

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

    Navigating the complex world of AI hiring in financial services is no easy feat. In this debut episode, Nirmal Ranganathan, Vice President of Engineering and AI at Rackspace Technology, joins host Matthew DeMello to explore the unique challenges financial services enterprises face when integrating AI talent. With the sector still in its early adoption phase, generative AI’s impact is evident, but leveraging these innovations requires addressing fundamental infrastructure and regulatory hurdles. Throughout the episode, Nirmal shares his insights into the practical applications of generative AI, from enhancing customer-facing operations to transforming back-office workflows. The conversation highlights the essential role of data governance, the impact of AI bias, and the transition smaller financial institutions must make to fully digitize and prepare their data foundations. If you’ve enjoyed or benefited from some of the insights of this episode, consider leaving us a five-star review on Apple Podcasts, and let us know what you learned, found helpful, or liked most about this show!

    23 min

  5. 12/02/2024

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

    Today’s guest is Enate Founder and CTO, Kit Cox. Enate makes a comprehensive AI-enhanced business orchestration platform to empower organizations to deliver exceptional services with precision and efficiency. Kit returns to the program to discuss specific use cases that showcase the potential of AI in enhancing customer interactions at critical points in financial services. At the point of sale, AI technologies like sentiment analysis, email triage, and data analysis streamline customer engagement. At the point of need, AI tools play a crucial role in fraud detection, lost card scenarios, and handling complex insurance claims, showing how automation can improve responsiveness and accuracy in high-stakes moments.

    25 min

  6. 11/18/2024

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

    Today’s guest is Enate Founder and CTO Kit Cox. Enate makes a comprehensive AI-enhanced business orchestration platform to empower organizations to deliver exceptional services with precision and efficiency. Kit joins us on the program today to unpack the biggest challenges and opportunities in customer relationship management for financial services. From streamlining simple transactions to enhancing complex interactions, Kit reveals to Emerj Senior Editor Matthew DeMello how AI-driven tools are changing how financial leaders communicate and engage with their customers. To discover more AI use cases, best practice guides, white papers, frameworks, and more, join Emerj Plus at emerj.com/p1.

    28 min

  7. 11/04/2024

    Driving Inclusivity in Financial Services - with Kelly Uphoff of Tala

    Today’s guest is Kelly Uphoff, Vice President of Data Science at Tala. Tala is a fintech company that develops an app that lets users bridge digital and cash ecosystems seamlessly to manage their finances. Kelly returns to the program to explore how to drive inclusive leadership in fintech. Pulling from examples at Tala, a company that has built a tech leadership team where 75% of its members are women, Kelly delves into the strategies that create a people-first culture, emphasizing the importance of flexibility, diversity, and leadership modeling. To access Emerj’s frameworks for AI readiness, ROI, and strategy, visit Emerj Plus at emerj.com/p1.

    12 min

  8. 10/21/2024

    Driving Financial Inclusion with AI - with Kelly Uphoff of Tala

    Today’s guest is Kelly Uphoff, Vice President of Data Science at Tala. Tala is a fintech company that develops an app that lets users bridge digital and cash ecosystems seamlessly to manage their finances. Kelly joins Emerj Senior Editor Matthew DeMello on today’s show to discuss how AI and machine learning are driving financial inclusion for underserved populations. Throughout, she explains how Tala leverages alternative data to expand access to credit for individuals shut out of traditional financial systems. Kelly also shares how Tala’s use of proprietary data and advanced AI tools, such as large language models (LLMs), is helping to identify creditworthiness in customers historically overlooked by legacy financial institutions. To access Emerj’s frameworks for AI readiness, ROI, and strategy, visit Emerj Plus at emerj.com/p1.

    18 min
See All (159)

5
out of 5
19 Ratings

About

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

Information

You Might Also Like

To listen to explicit episodes, sign in.

Stay up to date with this show

Sign in or sign up to follow shows, save episodes, and get the latest updates.
Select a country or region

Africa, Middle East, and India

Asia Pacific

Europe

Latin America and the Caribbean

The United States and Canada