Ai Services public
[search 0]
More
Download the App!
show 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
  continue reading
 
Loading …
show series
 
Today’s guest is Craig Mackereth, Executive Vice President of Global Service Delivery at Rimini Street. Rimini Street is a publicly traded company specializing in third-party support for mission-critical systems at financial services organizations and beyond. Craig returns to the program today to discuss the best strategies for driving AI and ML in…
  continue reading
 
Today’s guest is Manish Goyal, Operating Partner at Berkshire Partners. Berkshire Partners is a Boston-based private equity firm with substantial experience and investments in consumer products and retail, business services, communications, industrials, and healthcare sectors. Manish returns to the show today to tell us what AI is looking like from…
  continue reading
 
Today’s guest is Andrew Beddoes, Business Consultant at Provenir. Provenir is a software company that develops an AI-powered credit risk decisioning platform. Andrew joins us on today’s show to talk about leveraging data and generative AI to find insights into consumer behavior data surrounding collections workflows. Throughout the episode, Andrew …
  continue reading
 
Today’s guest is Andrew Beddoes, Business Consultant at Provenir. Provenir is a software company that develops an AI-powered credit risk decisioning platform. Andrew joins us on today’s show to talk about AI’s impact on collections workflows from the perspective of auto loans. Throughout the episode, Andrew emphasizes the importance of using data a…
  continue reading
 
Today’s guest is Manish Goyal, Operating Partner at Berkshire Partners. Berkshire Partners is a Boston-based private equity firm with substantial experience and investments in consumer products and retail, business services, communications, industrials, and healthcare sectors. Manish joins us on today’s show to discuss the unique challenges private…
  continue reading
 
Today’s guest is Darren Humphries, Group Chief Information Security Officer and Chief Technology Officer Partner at Acora. Acora is a UK-based, award-winning provider of managed, consultancy, and professional services in information technology and security across many industrial sectors. Darren returns to the podcast to discuss the relationship bet…
  continue reading
 
Today’s guest is Darren Humphries, Group Chief Information Security Officer and Chief Technology Officer Partner at Acora. Acora is a UK-based, award-winning provider of managed, consultancy, and professional services in information technology and security across many industrial sectors. Darren joins us on today’s show to discuss new opportunities …
  continue reading
 
Today’s guest is Jason Walker, Chief Innovation Officer at BigPanda. BigPanda is a California-based software developer whose AIOps-powered platform helps businesses improve their service support and incident management systems. Jason returns to the platform to talk about the future of IT for financial services, given the potential of new generative…
  continue reading
 
Today’s guest is Jason Walker, Chief Innovation Officer at BigPanda. BigPanda is a California-based software developer whose AIOps-powered platform helps businesses improve their service support and incident management systems. Jason joins us on this week’s podcast to discuss what financial leaders need to know to drive the IT infrastructure necess…
  continue reading
 
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 alongsid…
  continue reading
 
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 Matthe…
  continue reading
 
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 h…
  continue reading
 
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 le…
  continue reading
 
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 tal…
  continue reading
 
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…
  continue reading
 
Today’s guest is Troy Pospisil, Founder and CEO of Ontra. 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 joins Emerj Senior Editor Matthew DeMello on today’s show to discuss model development for legal workflow…
  continue reading
 
Today’s guest is Ted Kwartler, Field CTO of Generative AI for DataRobot. DataRobot is an AI-powered software company that helps enterprises automate processes from end to end. In conversation with Emerj CEO and Head of Research Daniel Faggella, Ted gives a broader view of the data governance process for financial services. Throughout the episode, T…
  continue reading
 
Today’s guest is Marco Argenti, Chief Information Officer at Goldman Sachs. Before working with Goldman Sachs, Marco served as SVP of Developer Services at Nokia, then Vice President of Technology of Amazon Web Services (AWS) in 2013, where he started and ran several AWS businesses, including mobile, serverless computing, Internet of Things, and au…
  continue reading
 
Today’s guest is Bhaskar Kalita, Global Head of Financial Services and Insurance at Quantiphi. Quantiphi is an AI-first digital engineering company that designs AI-driven services and platforms for broad applications across industries. In conversation with Emerj CEO and Head of Research Daniel Faggella, Bhaskar pulls apart what new generative AI ca…
  continue reading
 
Today’s guest is Bill Waid, Chief Product and Technology Officer at FICO. Bill has been with FICO for over 20 years, developing Decision Management systems. Prior to his time at FICO, Bill worked for different software platforms in sales and systems engineering. He returns to the program today to talk about the challenges in winning executive buy-i…
  continue reading
 
Today’s guest is Bill Waid, Chief Product and Technology Officer at FICO. Bill has been with FICO for over 20 years, developing Decision Management systems. Prior to his time at FICO, Bill worked for different software platforms in sales and systems engineering. He joins us on today’s program to talk about what challenges for financial services lea…
  continue reading
 
Today’s guest is Adam Nahari, Vice President of Data and Analytics at Berkshire Partners. Berkshire Partners is a Boston-based private equity firm with substantial experience and investments in consumer products and retail, business services, communications, industrials and healthcare sectors. Adam returns to the program to talk about the differenc…
  continue reading
 
Today’s guest is Louis Tetu, CEO of Coveo. Coveo is a tech company that develops Saas enterprise search solutions powered by AI. Louis joins us on today’s program to talk about the importance of employee journeys in enhancing customer journeys and how new emerging AI capabilities - especially in co-pilot software powered by generative AI - are help…
  continue reading
 
Today’s guest is Adam Nahari, Vice President of Data and Analytics at Berkshire Partners. Berkshire Partners is a Boston-based private equity firm with substantial experience and investments in the consumer products, retail, business services, communications, industrials and healthcare sectors. Adam joins Emerj Senior Editor to talk about the chall…
  continue reading
 
Today's guest is Adrien Gabeur, Vice President of Cloud at Sinequa. Sinequa is a software company that builds an enterprise search platform for financial services firms, but they didn't always used to be in the SaaS space. Adrien joins Emerj CEO and Head of Research Daniel Faggella from Paris to talk about Sinequa's transition from self-managing mu…
  continue reading
 
Today’s guests are Dr. Stefan Sigg and Steffen Lorenz, Chief Product Officer and Business and Insurance Leader for Software AG, respectively. Software AG is a multinational software developer based in Germany that assists companies in business process management, integration, and big data analytics. They return to the program today to discuss how e…
  continue reading
 
Today’s guest is Bala Kumar, Chief Product Officer at Jumio. Jumio is a financial services company that provides card and ID scanning and validation products for mobile and web transactions, which they describe as “Netverify Trusted Identity as a Service.” Bala returns to the program to discuss the challenges of KYC compliance, especially now that …
  continue reading
 
Today’s guest is Eric Crowley, partner at GP Bullhound. GP Bullhound is an investment bank and venture capital fund with 11 offices in the US and Europe. Eric leads the firm’s Consumer Subscription Software (“CSS”) practice while executing transactions for growth-stage technology companies. In addition to CSS, Eric has advised on transactions in th…
  continue reading
 
Today’s guest is Christopher Phillips, Senior Vice President and Director of AML at Valley Bank. Valley Bank is a regional bank holding company based in New Jersey with nearly $2 billion in annual revenue. He joins us on the program today to reflect on his experience leveling up Valley’s AML operations amid the bank’s overall digital transformation…
  continue reading
 
Today’s guests are Dr. Stefan Sigg and Steffen Lorenz, Chief Product Officer and Business and Insurance Leader for Software AG, respectively. Software AG is a multinational software developer based in Germany that assists companies in business process management, integration, and big data analytics. The pair join us on today’s program to discuss th…
  continue reading
 
Today’s guest is Bala Kumar, Chief Product Officer at Jumio. Jumio is a financial services company that provides card and ID scanning and validation products for mobile and web transactions, which they describe as “Netverify Trusted Identity as a Service.” Bala joins us on today’s program to talk about how compliance in financial services is changi…
  continue reading
 
Today's guest is Mike Murchison, CEO of Ada. Ada specializes in automating communications channels to support and enhance customer experience operations for financial services firms. With Emerj Senior Editor Matthew DeMello, Mike returns to the program to talk about how automating and synchronizing employee and customer-preferred communications cha…
  continue reading
 
Today’s guest is Zac Maufe, Head of Regulated Industries at Google Cloud. He joins us on today’s show to talk about the challenges facing banking leaders in moving to the cloud, winning executive buy-in for new approaches to talent acquisition in data, and why competition in customer experience proves that financial services remain a “relationship …
  continue reading
 
Today’s guest is Jeff DeVerter, Chief Technology Evangelist of Rackspace Technology. Rackspace is a public cloud computing company with over $3 billion in annual revenue based outside of San Antonio, Texas. Jeff joins us on the program to discuss the challenges facing financial services organizations when it comes to updating tech infrastructure, t…
  continue reading
 
Today’s guest is Ada CEO, Mike Murchison. Ada is an AI-powered customer service automation platform based in Toronto. In conversation with Emerj Senior Editor Matthew DeMello, Mike explains what he sees as the most significant shift in financial services CX workflows since the dawn of the AI age: moving from avoiding customer interactions to cravin…
  continue reading
 
Today’s guest is Cresta Director of Customer Value, Christopher Reese. Cresta is a tech company specializing in building custom AI-enhanced call center solutions. Christopher joins us on the program today to discuss the unique challenges facing the collections space – from compliance and high turnover to the painstaking work of negotiations. Later,…
  continue reading
 
Today’s guest is Muddu Sudhakar, CEO of Aisera - a conversational AI platform that automates and synchronizes workflows across the organization. He joins us to discuss the most promising use cases he sees among large language models in the financial services sector. In working with companies across industries to de-silo departments, tech stacks, an…
  continue reading
 
Today’s guest is Eran Ashkenazi, Chief Customer Officer at SentinelOne. SentinelOne is a public US-based cybersecurity company founded in 2013 that uses machine learning to gain deeper insight into how organizations use information technology. Eran joins us to discuss enhancing customer journeys in cybersecurity amid an emerging era of generative A…
  continue reading
 
Today’s guest is Michael Walrath, CEO of Yext. Yext is a unicorn startup with a $2 billion market cap achieved in 2021 and over $300 million yearly revenue. Michael joins us on the program today to talk about the ongoing impact of large language models (LLMs) and knowledge graphs on financial services from the standpoint of marketing and search. Th…
  continue reading
 
Today’s guest is Checkout.com Chief Risk Officer Ido Lustig. He joins Emerj Senior Editor Matthew DeMello on the program to talk about challenges in addressing fraud without false positives, where this gets murkier in places like cross-border transactions. Later, they discuss how these problems look from a data-based standpoint regarding classifica…
  continue reading
 
Today’s guest is Credit Karma Vice President and Core Team General Manager Supriya Gupta. Credit Karma is a multinational personal finance brand under Intuit that makes products free to consumers that help them find lenders. Supriya returns to the show today to discuss the rise of personalization data in financial services and how this will change …
  continue reading
 
Today’s guest is the Director of Product Management, Accounting &Tax at Intuit, Michael Hitchcock. Michael returns to the program to talk about the impact AI will have on accounting workflows, how it will fundamentally change accounting as a profession, and what this is looking like from his position at one of the leading personal financial service…
  continue reading
 
Today’s guest is Thoughtworks Chief Technology Officer Rebecca Parsons. ThoughtWorks is a publicly owned global technology company operating in 18 countries, providing software design and delivery tools and consulting services to clients like Google and Microsoft. Together with Emerj Senior Editor Matthew DeMello, Rebecca explores how financial ser…
  continue reading
 
Today’s guest is Strategic Advisor for Dataiku, Kurt Muehmel. Dataiku is an AI and machine learning company with over $4.6 billion in funding. In conversation with Emerj Senior Editor Matthew DeMello, Kurt dissects the business challenges driving trends that are described as the “broad democratization” of data in financial services and other surrou…
  continue reading
 
Today’s guest is Credit Karma Vice President and Core Team General Manager Supriya Gupta. Credit Karma is a multinational personal finance brand under Intuit that makes products free to consumers that help them find lenders. Supriya joins us on today’s episode to talk about the future of autonomous workflows in financial services – for both the con…
  continue reading
 
Today's guests are WorkFusion VP, Head of AI Paul Tepper, and VP of Product Management Tina Chace. WorkFusion is a software company with over $340 million in funding that blends RPA and AI – a process often called intelligent automation – to help businesses digitize their operations. Paul and Tina return to the platform to discuss the applicability…
  continue reading
 
Today’s guest is Intuit Director of Product Management, Accounting & Tax, Michael Hitchcock. Michael’s experience in product development and engineering goes back to his days at GE in the mid-2000s. In conversation with Emerj Senior Editor Matthew DeMello, Michael overviews the challenges facing both entrepreneurs and accountants in bookkeeping wor…
  continue reading
 
Today’s guest is Scott Zoldi, Chief Analytics Officer of FICO. In conversation with Emerj Senior Editor Matthew DeMello, Scott digs deeper into his writings on the many well-publicized disadvantages of ChatGPT and a few of its under-discussed benefits. Under the backdrop of FICO’s recent report on responsible AI in the financial services space, Sco…
  continue reading
 
Today's guest is Fiddler AI CEO, Krishna Gade. Fiddler AI builds custom monitoring platforms specializing in risk and compliance as well as the lending and trading spaces. In conversation with Emerj Senior Editor Matthew DeMello, Krishna discusses why machine learning, in particular, is so effective in streamlining surveillance workflows and why fi…
  continue reading
 
Today’s guest on the ‘AI in Financial Services’ podcast is Dr. Lori Cenci, US Head of Unauthorized Trade Surveillance at HSBC and Lecturer of Applied Analytics at Columbia University School of Professional Studies. She has over two decades of experience in risk, compliance, conduct, capital markets, quantitative research, product development, clien…
  continue reading
 
Loading …

Quick Reference Guide