AI Revolution in Financial Services

What does it really take to bring AI into the heart of financial services—and why are so many firms still stuck in manual mode? In this episode of the ‘AI in Business’ podcast, Frank Hattann, Chief Commercial Officer at Ocorian, joins Emerj Editorial Director Matthew DeMello to explore how legacy financial institutions can unlock real commercial value from AI without losing the human touch. Frank draws from his unique background across Microsoft, PayPal, and professional services to explain why mindset — not just infrastructure — is the true bottleneck to transformation. From improving top-of-funnel outreach to redefining service pricing in an AI-supported world, the conversation breaks down what’s possible today and what’s at stake for firms that delay. Frank also addresses common misconceptions about AI adoption, offers tactical advice for commercial leaders, and highlights how firms can shift from reactive workflows to proactive, data-informed systems — without getting overwhelmed by technical complexity. Want to share your AI adoption story with executive peers? Click emerj.com/expert2 for more information and to be a potential future guest on the ‘AI in Business’ podcast! This episode is sponsored by FE fundinfo. Learn how brands work with Emerj and other Emerj Media options at emerj.com/ad1.