135 episodes

Unlock the business value of AI in financial services with in-depth interviews on trends, use-cases, and cutting-edge best practices.

In each episode, Emerj Founder Daniel Faggella interviews leaders at firms like HSBC, Citigroup, and Visa - as well as AI innovators from Silicon Valley and around the world.

Subscribe to Emerj's weekly AI newsletter by downloading our "AI in Financial Services Cheat Sheet" PDF guide: https://emerj.com/fin1

AI in Financial Services Podcast Daniel Faggella

    • Business
    • 5.0 • 18 Ratings

Unlock the business value of AI in financial services with in-depth interviews on trends, use-cases, and cutting-edge best practices.

In each episode, Emerj Founder Daniel Faggella interviews leaders at firms like HSBC, Citigroup, and Visa - as well as AI innovators from Silicon Valley and around the world.

Subscribe to Emerj's weekly AI newsletter by downloading our "AI in Financial Services Cheat Sheet" PDF guide: https://emerj.com/fin1

    Leveraging Data Governance Strategies to Unlock GenAI Use Cases in Financial Services - with Andrew Sellers of Confluent

    Leveraging Data Governance Strategies to Unlock GenAI Use Cases in Financial Services - with Andrew Sellers of Confluent

    Today’s guest is Andrew Sellers, Head of Technology Strategy at Confluent. Previously, he served as Chief Technology Officer at QOMPLX, a high-growth startup in cyber-risk analytics, and as a Senior Cyberspace Operations Officer, CTO, and Assistant Professor of Computer Science in the United States Air Force. Andrew returns to the platform alongside Emerj Senior Editor Matthew DeMello to delve into the upcoming democratization of data and what it means for AI adoption initiatives at financial institutions. Andrew shares strategic insights for business leaders seeking executive buy-in to capitalize on the burgeoning wealth of information. 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!

    • 15 min
    What Data Governance Means for Financial Services - with Andrew Sellers of Confluent

    What Data Governance Means for Financial Services - with Andrew Sellers of Confluent

    Today’s guest is Andrew Sellers, Head of Technology Strategy at Confluent. Previously, he served as Chief Technology Officer at QOMPLX, a high-growth startup in cyber-risk analytics, and as a Senior Cyberspace Operations Officer, CTO, and Assistant Professor of Computer Science in the United States Air Force. Andrew joins Emerj Senior Editor Matthew DeMello on today’s podcast to talk about the high costs and tight budgets of IT. Throughout his appearance, Andrew offers advice on balancing ROI goals with the typical pitfalls of false start pilot initiatives. To access Emerj’s frameworks for AI readiness, ROI, and strategy, visit Emerj Plus at emerj.com/p1.

    • 24 min
    Streamlining Customer Interactions Across the Enterprise - with Ivan Edwards of Cadence Bank

    Streamlining Customer Interactions Across the Enterprise - with Ivan Edwards of Cadence Bank

    Today’s guest is Ivan Edwards, Vice President of Customer Interactions at Cadence Bank. Before his time at Cadence, Ivan served as Contact Center Manager and Assistant Vice President at Wells Fargo. Ivan joins Emerj CEO and Head of Research Daniel Faggella on today’s show to discuss changing trends in online banking and customer interactions that have arisen in the post-pandemic financial services landscape. Together, they pull apart data showing new customer behaviors in different segments and demographics, and take a critical look at how banks can foster more intimate relationships with their customers. This episode is sponsored by Uniphore. To learn more about Emerj Media and how to reach the Emerj audience, visit emerj.com/ad1.

    • 22 min
    Next Generation AI and AML Workflows - with Priyank Patel of KeyBank

    Next Generation AI and AML Workflows - with Priyank Patel of KeyBank

    Today’s guest is Priyank Patel, SVP and Director of Financial Crimes Risk Surveillance at KeyBank. Priyank joins us on today’s program to talk about how the fight against false signals in AML workflows is entering a whole new dimension given the democratization of data and new generative AI tools. Throughout the episode, Priyank offers financial leaders sound advice on where to leverage existing technologies and data sources to transform workflows in these areas and beyond. 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!

    • 20 min
    SMB Approaches to AI for Financial Services - with Fabrizio Burlando of Mastercard

    SMB Approaches to AI for Financial Services - with Fabrizio Burlando of Mastercard

    Today’s guest is Fabrizio Burlando, Global Head of Advisors Consulting and Digital Labs at Mastercard. Previous to Mastercard, Fabrizio also served as a project leader at Boston Consulting Group and as a Senior Consultant for the United Nations. Fabrizio joins us on this program following his recent appearance on the ‘AI in Business’ podcast to talk about new opportunities for SMBs in generative AI and the best strategies they can deploy to prepare their organizations for adoption. To discover more AI use cases, best practice guides, white papers, frameworks, and more, join Emerj Plus at emerj.com/p1.

    • 17 min
    Generative AI Solutions for Legal Workflows in Private Equity - with Eric Hawkins and Troy Pospisil

    Generative AI Solutions for Legal Workflows in Private Equity - with Eric Hawkins and Troy Pospisil

    Today’s guests are Troy Pospisil, Founder and CEO of Ontra, and Eric Hawkins, SVP of Engineering. Ontra is an AI-driven tech company that develops contract management and other legal solutions for organizations across financial services with a strong presence in private markets. Troy returns to the program with Eric to explain the specific benefits of new emerging generative AI tools on document processing, legal workflows and the private equity space more broadly. Together, they provide financial leaders with keen insight into how to manage these business activities going forward as generative AI tools become more commonplace throughout the global economy. 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

Customer Reviews

5.0 out of 5
18 Ratings

18 Ratings

mc75random ,

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 questions and often uncovers new ways of thinking about AI that I had not thought about before.

Thank you Daniel for creating this show. It’s honestly one of the very few worth investing time in.

HPRI ,

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 for leaders at all levels to understand.

Coach muscle hamster ,

Practical AI

Dan always provides practical easy to understand knowledge that bridges the gap between technical and business professionals

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