Proprietary Data and AI in Finance

In this episode, Pavlé Sabic, Senior Director in Generative AI Solutions and Strategy at Moody’s, joins Emerj Editorial Director Matthew DeMello to discuss how agentic AI is redefining workflows in financial institutions. Pavlé explains why large enterprises are turning to AI-driven automation to overcome persistent challenges — from fragmented data and manual inefficiencies to evolving regulatory demands. He shares practical examples, including credit memo automation that reduces production time by 60%, portfolio monitoring tools that detect emerging risks earlier, and sales intelligence workflows that deliver highly targeted client insights. Pavlé also outlines why proprietary data is a strategic advantage in regulated industries and how leaders can implement agentic AI without losing human oversight. 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 Moody’s. Learn how brands work with Emerj and other Emerj Media options at emerj.com/ad1.