show episodes
 
Stay ahead of the curve as artificial intelligence disrupts the financial services sector. Discover the lessons learned from organizations like HSBC, Citigroup, and Visa; learn business strategies from venture capitalists investing in AI for the financial services industry; and see the future with AI banking innovators from Silicon Valley and around the world. Each week Emerj Founder Daniel Faggella interviews top experts to bring their best insights to our audience. This show is for financi ...
 
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show series
 
Today's guest is the great and brilliant Ron Glozman, CEO of Chisel AI. Chisel is an AI-driven platform for commercial insurance, which won Gold at the 2019 Zurich Innovation World Championship and the ACORD InsurTech Innovation Challenge in 2018. The platform recognizes over 500 insurance-specific data points, including limits, premiums, deductibl…
 
Today's discussion is with Andrew Clark, cofounder of Monitaur, a Techstars-funded startup that provides auditability, transparency, and governance for companies using machine learning software. Andrew formerly served as Pincipal Machine Learning Auditor at Capital One. And in this episode he shares how AI can audit and monitor algorithms so they d…
 
Kevin Dewalt, founder of Prolego, shares AI project do's and don'ts from a consultant's perspective. Kevin previously served as Director of Strategic Alliances at In-Q-Tel, VC arm for the CIA and US intelligence community, now focuses on training, strategy, and implementation of AI applications for Fortune 500 companies. Are you working to catalyze…
 
Rob Delaney, VP at VC firm Carrick Capital Partners, shares some predictions and hopes for his portfolio companies as they navigate through the economic storm caused by the Covid-19 pandemic. What's changing about our industries? What needs to change about the way we handle data? How are strategic priorities shifting? Rob shares his valuable perspe…
 
Today's interview is with Aki Ranin, Cofounder of Bambu, a robo-advisor platform based in Singapore. Bambu has raised millions to expand in Asian and American banking markets. Aki is also an adjunct lecturer on AI and machine learning at Singapore Management University. In this episode, he breaks down where AI fits into the world of robo-advisors a…
 
Building a scaleable and productive AI product for the enterprise is not easy. Our guest this week helps listeners think through how to go about it successfully. Suhas Uliyar, VP of Product Management for Digital Assistant AI, Mobile, and Integration at Oracle, discusses why security and scale are key to building AI products that will actually deli…
 
Our guest this week has a unique perspective on how technology priorities are changing in financial services as the pandemic unfolds: Sébastien de Brouwer, Chief Policy Officer at the European Banking Federation. We speak with him about how the financial services industry is struggling during the crisis, as well as which jobs will ultimately surviv…
 
At this time, many strategic initiatives are being put on pause. The initiatives that tend to still have momentum are related to either driving efficiencies or reducing risk. And when it comes to risk, few are greater than regulatory risk. This week, we interview Yinglian Xie, CEO and co-founer of DataVisor. Yinglian discusses how AI fits into the …
 
During the pandemic, there has been more emphasis than ever on "low-hanging fruit" AI applications and use-cases. Fraud detection is one of these use-cases. There will be an uptick in financial crimes as happens during economic crises. This week, we speak with H.P. Bunaes, General Manager of Financial Services at Datarobot, which focuses on AutoML.…
 
The coronavirus is dominating the news, and we figured it was important to cover it as it relates to AI in financial services. This week, we discuss what chatbot adoption will like look during and after the pandemic. Our guest is Nat Cartwright with Finn AI. She speaks about viable use-cases for AI in customer service and where she thinks those pri…
 
One of my favorite presentations last year was one I gave at an event called PayThink in California. I came to learn that there are more events about payments than almost any other topic in financial services. This week, we interview the CEO of Deserve, Kalpesh Kapadia, about the future of payments. He discusses which aspects of how we pay for thin…
 
While a lot of people are excited about customer-facing applications in financial services, right now, the ROI of AI comes down to fraud detection and compliance use-cases. That's what this episode is about. We interview Hani Hagras, Chief Science Officer of Temenos. Hani speaks with us about the present and future of AI for compliance, including w…
 
When it comes to adopting AI applications, the team lessons are almost always better understood by the vendors than by the banks. This week, we speak with Sasha Caskey, CTO of Kasisto. He speaks with us about what he's learned from working with teams that get it right and teams that don't. He also provides a particularly interesting insight about t…
 
Our guest this week, Madhu, works at one of the top 10 Australian banks. He has a lot of experience applying AI in customer service. Madhu speaks about how to grow an AI team, when to hire data scientists, when to hire someone to lead those data scientists, and what kinds of talent needs to be there to help guide data scientists. If you're interest…
 
Our focus this month on AI in Banking is on building a successful data science team. This week, we speak with Jan Veldsink, who heads up AI for compliance at Rabobank. He discusses how to educate cross-functional AI teams, answering questions about how to get subject-matter experts and data scientists on the same page and how to measure the success…
 
Almost any time we engage with financial institutions, chatbots are at least part of the conversation. There are not many credible chatbot companies that are focused explicitly in banking, but Kasisto is one of them. Our guest this week, Sasha Caskey, is CTO of Kasisto. Sasha talks about starting small with chatbots and reasonable expectations for …
 
Our guest this week, Paul Barba, heads up AI efforts at Lexalytics. I visited their headquarters as part of our AI in Montreal piece we released about 2 years back. Paul speaks with us about how NLP can layer value on top of conversational interfaces, as well as the limits of chatbots and NLP in finance. For more on what NLP can and can't do in bus…
 
This week, we interview Madhu, who works on conversational interfaces at one of the four largest Australian banks. He speaks today about the phases of deployment for bringing a chatbot to life in financial services. It involves more phases than people might presume, but they are important to understand. If you have an interest in the broader AI opp…
 
This month, we start a brand new theme: chatbots in banking. Nothing is more hyped in banking than chatbots, so we want to shed some light on what's actually happening with chatbots in the banking industry and what really isn't. Our guest this week is Scott Nowson, AI Lead at PwC, Middle East. Scott talks about the three phases of building a chatbo…
 
This week, we interview Jan Veldsink, head of AI for compliance at Rabobank. He's been using AI and advanced statistics to detect fraud at Rabobank for nearly ten years. He shares with us some practical near-term applications of NLP in compliance, as well as his ideas on where NLP can add more value to banking in the future. This is our last episod…
 
This week, we speak with a fan favorite guest from our AI in Industry Podcast: Dr. Charles Martin of Calculation Consulting. Charles talks about the challenges of applying natural language processing to wealth management, including what's working and what's not with AI in wealth management. He has a lot of experience applying AI in the enterprise, …
 
We speak this week with Greg Council, VP of Marketing and Product Management at Parascript, an AI-enabled search and discovery vendor selling into the financial services sector. In this episode, Greg discusses what NLP can and can't do in the banking industry. If you're interested in broad natural language processing use-cases and you haven't alrea…
 
It's the first episode of the new decade, and we're kicking off with our theme for the entire month of January: natural language processing (NLP) applications in banking. Our first guest is Lee Smallwood, COO Markets and Securities at Citi. He was a trusted advisor for our most robust AI in banking research report. This week, Lee talks about front-…
 
This is an excellent episode. We speak with Ritchie Ng, Chief AI Officer at Ensemble Capital. Ritchie goes into a topic we really haven't covered much in this series and which hasn't been a big focus of the podcast: hiring data scientists. That's hard when Google and Facebook are grabbing the top talent. Ritchie goes into how this should be done. I…
 
This week, we speak with Marek Bardonski, CEO of AI Rev. He was previously with Sigmoidal, where his focus was on AI for wealth management. When it comes to what banks can do that startups can't, it's make the most of the money they have on hand, and the future of wealth management and trading is potentially an area of edge for smart financial serv…
 
This week, we speak with Executive Director of AlgoDynamix, Jeremy Sosabowski, about how banks can leverage partnerships and vendors as opposed to building in-house AI talent. He also speaks to us about how banks can deal with some of their inherent weaknesses when facing up against the startup ecosystem. if you're interested in natural language pr…
 
In this episode of AI in Banking, Eigen Tech CEO Lewis Liu shares his thoughts on how banks can leverage their data, expertise, and deployable capital to compete and keep up with AI startups - and to stay relevant in the years ahead. Lewis's original interview was part of our AI in Banking Landscape report. If you haven't yet downloaded your copy o…
 
This month, we're focused on how banks can survive and thrive in an era of Ai disruption. Our first guest is Rob Delaney with Carrick Capital. Rob speaks with us about where banks can focus their own internal AI efforts if they want to compete with fintechs, whether they focus on customer-facing applications or internal applications. He also discus…
 
This is our final episode in our month-long series on AI for search and discovery in banking, and this week we speak with Dan Courtright, Senior Director of Management at Iron Mountain. If you've ever taken out a loan from the bank, you know that there is a lot of paperwork involved. AI-enabled search and discovery applications could help streamlin…
 
In this episode, we continue our theme on AI-enabled search and discovery in banking by interviewing Sheetal Rishi, Global Cognitive and Data Leader at IBM. She previously spent time McKinsey and Citi. Sheetal speaks to us about which functional departments she believes there exists the most need for search and discovery applications in banking, an…
 
This week, we speak with Luca Scagliarini with Expert System about a number of low-hanging fruit NLP applications within banking, including those for wealth management. He discusses where the advantage lies in terms of using NLP to decide on making investment decisions for clients. There's a lot of action in this space, and Luca does a great job of…
 
This week kicks off our first episode in our month-long series on AI for search and discovery in banking. How can AI help us find data, find files, find documents within a bank's intranet? Whether we're looking for customer information, legal issues, or the right document, how can AI help? This week, we speak with Simone Bohnenberger-Rich of Eigen …
 
This is our final episode in our series on building a culture of innovation in banks, our analyst episode in which Emerj CEO Daniel Faggella summarizes and adds insight to the interviews from this past month. In this episode, Daniel talks about the individual greatest factor in determining whether a bank has a culture of innovation or not: how well…
 
This week, we speak with Mark Gazit, CEO of Thetaray, an AI vendor that focuses on financial fraud and anti-money laundering. Mark speaks with us from a vendor perspective about what kind of culture a bank has when it adopts AI the right way and what kind of culture it has when it adopts AI the wrong way. Mark also doubles down on the idea that the…
 
When banks, financial services companies, and even AI vendors servicing the banking landscape look to innovate in how they improve their customer experience, it's almost never because they want to service their most valuable customers today. It's almost always driven by what they know the next generation is going to expect. Whenever we do work for …
 
This month's theme is the culture of innovation within banks. When we did our AI in banking Vendor Scorecard and Capability Map report and we asked bankers what the biggest barrier to AI adoption in banking was, the number one response was the lack of a culture of innovation within banks. And the question is: how do we change that? How do we cultiv…
 
This is the final episode of our September series on Strategic Recommendations for Bankers. My job this week is to connect the dots between some of the insights we got from our interviewees this month. This includes one common thread across interviews: banks have an underlying fear of the FinTechs popping up everywhere and eating market share.…
 
This week, we speak with With Sebastien de Brouwer, Chief Policy Officer at the European Banking Federation, about where banking leaders should be focused when it comes to AI in banking. Sebastien discusses which areas of banking—customer experience, legal risk, positioning—banks might latch onto when allocating budget for AI.…
 
Our guest this week is Nishant Chandra, PhD and Senior Director of Data Products at Visa. Nishant speaks with us about how banks can pivot to play to their strengths in a future where the technology landscape is shifting under their feet. He uses some good examples from Apple and GE that can help banking leaders think through how their culture can …
 
This week, we spoke to another of our research advisors: Lee Smallwood, COO of Markets and Securities for Citi North America. Lee speaks with us about the dynamics of AI talent: finding the right talent and growing the right talent. How can a bank attract the right young people, train the right people within their organization, and martial them to …
 
This month we focus on strategic recommendations for AI in banking. We're bringing back our research advisors for our AI in Banking Vendor Scorecard and Capability Map report, and this week, we speak with Ian Wilson, former Head of AI at HSBC. Wilson shares some of his thoughts as to what bankers should be thinking about when it comes to AI. Specif…
 
It's the final episode of our month-long series on AI for the customer experience in banking. This week, Emerj CEO Daniel Faggella breaks down the insights from this month's interviews and colors them with data from our AI in Banking Vendor Scorecard and Capability Map report. In this episode, Daniel draws a picture about what the data says about A…
 
This week we're joined by Sasha Caskey, the CTO of Kasisto. Kasisto is the highest-rated conversational interface vendor in our AI in Banking Vendor Scorecard and Capability Map report. Caskey discusses the future of where conversational interfaces fit into banking, including the automation of repetitive tasks. She also talks about the challenges o…
 
This week, we speak with Sindhu Joseph, CEO at CogniCor. She drops a quote in this interview that I really love and that I think hits on this month's theme well: "People don't need banks. They need banking." Joseph discusses how banks will have to transform to meet consumer expectations that are set by big tech. She talks about how one could hypoth…
 
The theme for the entire month is AI for the customer experience in banking. In this episode, we speak with Yinglian Xie, CEO at Datavisor. Xie sheds light on how users will expect to have "zero-step" authentication, the "friction-free" future of banking. Xie paints a picture about how the experience consumers have with big tech (such as a Facebook…
 
We learned a lot about AI in risk-related banking functions, such as fraud, cybersecurity, compliance, and lending, in our AI in Banking Vendor Scorecard and Capability Map report. In this month's analyst deep dive, Emerj CEO Daniel Faggella discusses some of the insights garnered from the data in our report about why vendors selling products for r…
 
This week, we speak with Owen Hall, CEO at Heliocor, about the proliferation of what Hall calls "breadcrumbs," digital touchpoints that a user has with a bank. He talks about how these touchpoints are creating new opportunities for banks and, also, new risks in terms of fraud and cybersecurity. Hall also discusses how banks can leverage their brand…
 
This week on the AI in Banking podcast we interview Ohad Samet, CEO of TrueAccord, about the applications of artificial intelligence for debt collection. We discuss personalized messaging, collection forecasting, and the debt collection AI lessons that might be applied to other finance use-cases. This is the third episode in our month-long focus on…
 
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