AI in Financial Services Podcast

Today’s guest is Jim Palmer, Chief AI Officer at Dialpad. Dialpad is an AI-powered communication platform offering unified calling, messaging, video conferencing, and customer support. It helps businesses improve team collaboration and productivity through scalable, efficient communication solutions. In this episode, Jim Palmer joins Emerj Managing Editor Matthew DeMello on the show today to discuss the evolution of AI in customer experience. With over 10 years of experience in AI solutions, Jim shares valuable insights into the challenges and opportunities businesses face in implementing human-centric AI. From overcoming disparate systems to measuring AI’s ROI, they dive deep into the practical aspects of AI integration and its impact on customer satisfaction. Learn how brands work with Emerj and other Emerj Media options at emerj.com/ad1.

Today’s guest is Jessica Saperstein, Former CXO and CMO, Strategic Advisor, and Corporate Board Member at Church Mutual. Church Mutual is a leading provider of specialized insurance solutions for religious organizations, educational institutions, senior living communities, and nonprofit organizations. Jessica joins us on today’s program to explore the intersection of CX, digital transformation, and data-driven decision-making. With a career spanning financial services, pharmaceuticals, and travel, she brings a cross-industry perspective on customer-centric innovation. 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!

Today’s guest is Arpit Sarin, Vice President of Digital at Regions Bank. Arpit joins us to share insights into the evolving role of AI and data in financial services. Our discussion covers the challenges banks face in adopting AI-driven solutions and scaling them across diverse customer bases and how AI is transforming personalization, customer engagement, and financial advisory services. Arpit provides a deep dive into the intersection of AI, security, and customer-centric innovation, offering practical advice for financial leaders navigating digital transformation. 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!

Today’s guest is Sophia Qureshi, VP of Product Management for Fraud Solutions at Provenir. Provenir is a fintech company whose AI decisioning platform helps clients manage credit risk, prevent fraud, and stay compliant across the customer lifecycle. Sophia joins the podcast to discuss the evolving threat landscape and how AI is changing the balance of power. Later, she explains how fraud detection has traditionally relied on deterministic technologies like anomaly detection and how the rise of generative AI has enabled more sophisticated fraud tactics, from deepfake identity forgeries to large-scale phishing campaigns. 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!

Today’s guest is Matt Marolda, Chief Innovation Officer at Acrisure. Acrisure is a global insurance broker and fintech financial services provider. Matt returns to the program this week to explore the impact of AI on industry practices, from streamlining workflows to automating customer interactions and enhancing decision-making with predictive analytics. Our discussion examines how AI can process data more efficiently, identifying patterns in customer behavior and refining risk assessments. 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!

Today’s guest is Matt Marolda, Chief Innovation Officer at Acrisure. Acrisure is a global insurance broker and fintech financial services provider. Matt joins us on today’s program to explore how AI is revolutionizing personal insurance and home refinancing. In the process, Matt shares insights into the current trends and challenges facing insurance leaders, the role of AI in enhancing customer experience, and how data-driven strategies are helping small and mid-sized businesses streamline operations. 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!

Edward Maslaveckas, CEO and Co-founder of Bud Financial, dives into how AI is reshaping personal banking. He highlights innovative use cases that enhance efficiency and customer service. Edward discusses the challenges traditional banks face in digitizing their processes, and how fintech startups leverage new models to gain user trust. He emphasizes the impact of fintech partnerships in reducing financial stress and the evolving roles of banking professionals. With insights on the future of banking, this conversation shines a light on the transformative power of AI.

Today’s guest is Edward Maslaveckas, CEO and Co-founder of Bud Financial. Bud provides transactional lending analysis and advanced AI solutions for power affordability and credit lifecycle management. Edward joins us on today’s program to talk about the biggest challenges in driving personal banking experiences, and what the landscape between legacy and fintech organizations might look like given the practicality of adopting large-scale generative AI use cases in different kinds of financial institutions. 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!

Nirmal Ranganathan, Vice President of Engineering and AI at Rackspace Technology, brings his expertise in AI adoption to the discussion. He shares insights from a recent survey revealing that 86% of companies see tangible AI benefits, yet many face significant skills gaps. The conversation navigates the challenges legacy institutions encounter in integrating AI, the crucial role of user experience, and the importance of hiring skilled talent as financial services evolve. Ranganathan also highlights the strategic decisions smaller firms must make about AI solutions.

Nirmal Ranganathan, Vice President of Engineering and AI at Rackspace Technology, shares his expertise on AI hiring challenges faced by financial services. He discusses how generative AI is transforming both customer-facing and back-office operations. Nirmal highlights the importance of data governance and addressing AI bias. The conversation also delves into disparities in AI adoption between large banks and smaller institutions, emphasizing how advancements can level the playing field. He advocates for diversity and inclusivity in hiring to bolster AI effectiveness.