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
Latest episodes
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29 min
Rethinking Accountability for AI-Generated Work - with Chris B Kennedy of Regions Bank
As AI quietly drafts more of the reports, pitch books, and client materials leaving financial institutions, few firms have settled who is accountable for what it produces. In this…
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20 min
How Generative AI in Commerce Drives Faster Creative and Bigger Questions - with David Cost of Rainbow Apparel…
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, C…
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25 min
How Leaders Close the Execution Gap in Modern AI Deployment - with Sam Mantle of Lingaro
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, u…
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22 min
Precision CX in Regulated Industries - with Shri Nandan of Comcast
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‑st…
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30 min
The Leadership Alignment Required to Turn AI Into Enterprise Value - with Guillaume Lardeux and Eva Majercsik…
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 ne…
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28 min
AI Assistants and Preparedness Among Enterprises - with Chris Caldwell of Concentrix
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…
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37 min
The AI Driven Finance Stack for High Growth Financial Services - with Henry Ward of Carta
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 e…
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31 min
How the AI-Native Bank Stops Adding Pilots and Starts Industrializing - with Jeremy Caine of IBM
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 anyt…
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16 min
AI‑Ready Underwriting Operations While Maintaining Decision Consistency - with Barbara Stacer of Utica Nationa…
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 th…
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27 min
Turning Infrastructure from Bottleneck to Business Enabler for AI - With Juan Orlandini of Insight
AI infrastructure projects are failing not because the technology underdelivers, but because organizations commit capital before establishing the business case. In this episode, Ju…
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26 min
How Intelligent Systems Accelerate Enterprise Decisions - with Amar Akshat of Paysafe
Architectural decision‑making in large enterprises can break down when system knowledge is fragmented, slowing delivery and creating inconsistent outcomes across teams. In this epi…
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17 min
How AI Is Reshaping Regulated Professional Workflows - with Steve Hasker of Thomson Reuters
Regulated industries are facing mounting pressure to adopt AI while maintaining absolute accuracy, data protection, and clear human accountability. In this episode, Steve Hasker, C…
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28 min
Defending Bank Onboarding Against Evolving Risk with Mary Ann Miller of Prove
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…
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27 min
From Pilots to Production in The New Era of Tokenized Finance with Tal Elyashiv of SPiCE VC
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 institutio…
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24 min
Scaling Trust in the Next Era of Insurance - with Kiruba Eswaran of Eleos Life
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…
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23 min
Why Siloed Fraud and AML Systems Are Failing Financial Institutions - with Debjit Saha of MoneyGram
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 pay…
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23 min
How Payments Firms Secure AI While Meeting Regulatory Demands - with Debjit Saha of MoneyGram
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 pay…
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25 min
Reducing Friction and Fraud in Financial Services Onboarding – with Mary Ann Miller of Prove
Today's guest is Mary Ann Miller, VP and Fraud Executive Advisor at Prove. Mary Ann brings extensive experience in fraud prevention, identity risk, and digital onboarding across fi…
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30 min
Driving Trust and Community Through Technology in Credit Unions – with Nicole Haverly at nCino
Today's guest is Nicole Haverly, Vice President of Credit Unions at nCino. nCino is a provider of intelligent banking solutions. Headquartered in Wilmington, North Carolina, the co…
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23 min
Balancing Personalization and Trust in AI-Driven Customer Experience - with Kyle Hathorn of FNBO
Today's guest is Kyle Hathorn, Director of Customer Experience and Strategy at the First National Bank of Omaha. FNBO is a regional bank founded in 1857 that provides retail and co…