Navigating AI in Financial Institutions

Today’s guest is German Soto-Sanchez, Chief Product and Strategy Officer at Broadridge Financial Solutions. Broadridge is an S&P 500 global fintech leader with $6 billion in revenue and ranked #3 in the 2023 IDC FinTech Rankings Top 100. The firm manages trades, supporting communications reaching 75% of North American households and shareholder voting in 120 countries. German joins us on the program today to discuss how AI can help drive strategy for financial services organizations in light of evolving customer expectations. Throughout the episode, German cites examples of untapped data and opportunities for efficiency gains, emphasizing the importance of documenting legacy systems and technologies to ensure continuity and modernization. If you’ve enjoyed or benefited from some of the insights of this episode, consider leaving us a five-star review on Apple Podcasts, and let us know what you learned, found helpful, or liked most about this show!