AI in Financial Services Podcast

Daniel Faggella
  • 5.0 (19)
  • 商务
  • 一周一更
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. 3小时前

    Smarter Compliance Strategies for Regulated Industries - with Itumeleng Masuyane

    Today’s guest is Itumeleng Masunyane, Senior Vice President of Internal Audit at Amicorp Group. Together, they examine the shifting landscape of compliance and internal audit as organizations adopt more advanced forms of AI, including agentic systems. The conversation begins by outlining why traditional, manual audit processes often struggle to keep pace with evolving regulations across multiple jurisdictions—leading to inconsistencies, burnout, and heightened risk. Itumeleng explains how AI-driven automation and predictive modeling can help teams reconcile regulatory requirements, detect anomalies in real-time, and generate more reliable audit trails. 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! This episode is sponsored by Automation Anywhere. Learn how brands work with Emerj and other Emerj Media options at emerj.com/ad1.

    17 分钟
  2. Multi-Faceted Fraud Response Strategies for Financial Services - with Sophia Qureshi of Provenir

    6月30日

    Multi-Faceted Fraud Response Strategies for Financial Services - with Sophia Qureshi of Provenir

    Today’s guest is Sophia Qureshi, VP of Product Management for Fraud Solutions at Provenir. Provenir is a fintech company whose AI decisioning platform helps clients manage credit risk, prevent fraud, and stay compliant across the customer lifecycle. Sophia joins the podcast to discuss the evolving threat landscape and how AI is changing the balance of power. Later, she explains the ways fraud detection has traditionally relied on deterministic technologies like anomaly detection and how the rise of generative AI has enabled more sophisticated fraud tactics, from deepfake identity forgeries to large-scale phishing campaigns. 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!

    19 分钟
  3. Proactive AI and the Evolution of Customer Experience in Finance - with Shardul Vikram at SAP

    6月16日

    Proactive AI and the Evolution of Customer Experience in Finance - with Shardul Vikram at SAP

    What does it take to build truly intelligent customer experiences at enterprise scale? In this episode of the AI in Business podcast, Shardul Vikram, Chief Product Officer of SAP Application AI, returns to explore the critical role of generative AI in transforming CX across industries. From telecom to healthcare, Shardul breaks down how leading firms are aligning data strategy, automation, and personalization to drive measurable impact in both B2C and B2B environments. Shardul outlines SAP’s vision for “intelligent CX” — where AI doesn’t just automate tasks but bridges the gap between front-line support and back-office execution. Throughout the episode, he underscores how tools like SAP’s CX AI Toolkit and GenAI copilot (Juul) are helping service agents anticipate customer needs, detect anomalies in real-time, and reduce wait times without sacrificing trust or compliance. 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! 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 分钟
  4. The Power of Smart Summary for Faster Research - with Traci Mabrey of Factiva

    6月2日

    The Power of Smart Summary for Faster Research - with Traci Mabrey of Factiva

    Today’s guest is Traci Mabrey, General Manager, Factiva at Dow Jones. In this episode, Traci joins Emerj Editorial Director Matthew DeMello to discuss how AI is accelerating research, improving personalization, and reinforcing the role of human expertise in high-stakes decision-making. The conversation explores the growing demand for structured, trustworthy insights across finance, compliance, and global markets — highlighting where automation helps and where human judgment remains essential. For business and data leaders, the episode offers a grounded perspective on how to navigate the balance between speed, scale, and accuracy in today’s information landscape. 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! 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!

    19 分钟
  5. Business Intelligence Tools for Informed Decision Making - with Traci Mabrey of Factiva

    5月19日

    Business Intelligence Tools for Informed Decision Making - with Traci Mabrey of Factiva

    Today’s guest is Traci Mabrey, General Manager, Factiva at Dow Jones. Factiva is a business information and research tool owned by Dow Jones & Company. It aggregates content from both licensed and free sources, providing organizations with search, alerting, dissemination, and other information management capabilities. Traci joins us on today’s show to discuss how Factiva is combining artificial intelligence with editorial oversight to deliver localized, relevant, and timely business intelligence. She explains how this human-plus-AI approach helps decision-makers navigate today’s complex global markets with greater speed and precision. Traci also highlights the importance of ethical content licensing, transparency in AI outputs, and evolving regulatory considerations as more enterprises embed generative AI into their workflows. 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! 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 分钟
  6. Why Domain-Specific AI Beats General Purpose Models in Financial Services - with Jim Palmer of Dialpad

    5月5日

    Why Domain-Specific AI Beats General Purpose Models in Financial Services - with Jim Palmer of Dialpad

    Jim Palmer, Chief AI Officer at Dialpad, returns to the ‘AI in Financial Services’ podcast to discuss the next evolution in enterprise AI: agentic systems. These autonomous tools promise dramatic changes to how work is done, but only if grounded in real-world applications and use cases. Throughout the episode, Jim outlines how domain-specific data, rigorous back-office testing, and a layered trust framework help organizations move beyond hype cycles. Rather than focusing on full automation, he emphasizes augmentation, enabling human agents with AI-driven coaching, automated assistance, and context-aware insights. Click emerj.com/e2 for more information and to be a potential future guest on Emerj’s flagship ‘AI in Business’ podcast!

    27 分钟
  7. Transforming Customer Experience with AI-Enhanced Contact Centers - with Jim Palmer of Dialpad

    4月21日

    Transforming Customer Experience with AI-Enhanced Contact Centers - with Jim Palmer of Dialpad

    Today’s guest is Jim Palmer, Chief AI Officer at Dialpad. Dialpad is an AI-powered communication platform offering unified calling, messaging, video conferencing, and customer support. It helps businesses improve team collaboration and productivity through scalable, efficient communication solutions. In this episode, Jim Palmer joins Emerj Managing Editor Matthew DeMello on the show today to discuss the evolution of AI in customer experience. With over 10 years of experience in AI solutions, Jim shares valuable insights into the challenges and opportunities businesses face in implementing human-centric AI. From overcoming disparate systems to measuring AI’s ROI, they dive deep into the practical aspects of AI integration and its impact on customer satisfaction. Learn how brands work with Emerj and other Emerj Media options at emerj.com/ad1.

    26 分钟
  8. Lessons from Retail and Healthcare for Financial Services CX Leaders - with Jessica Saperstein at Church Mutual

    4月7日

    Lessons from Retail and Healthcare for Financial Services CX Leaders - with Jessica Saperstein at Church Mutual

    Today’s guest is Jessica Saperstein, Former CXO and CMO, Strategic Advisor, and Corporate Board Member at Church Mutual. Church Mutual is a leading provider of specialized insurance solutions for religious organizations, educational institutions, senior living communities, and nonprofit organizations. Jessica joins us on today’s program to explore the intersection of CX, digital transformation, and data-driven decision-making. With a career spanning financial services, pharmaceuticals, and travel, she brings a cross-industry perspective on customer-centric innovation. 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 分钟
查看全部 171 集

5
共 5 分
19 个评分

关于

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

信息

你可能还喜欢

若要收听包含儿童不宜内容的单集，请登录。

关注此节目的最新内容

登录或注册，以关注节目、存储单集，并获取最新更新。
选择国家或地区

非洲、中东和印度

亚太地区

欧洲

拉丁美洲和加勒比海地区

美国和加拿大