AI in Financial Services Podcast
Daniel Faggella
The AI in Financial Services is for non-technical financial services leaders looking to find AI opportunities, build an AI strategy, and deliver ROI.
Each week, Emerj AI Research team (and CEO Daniel Faggella) interview leaders from global financial services firms and unicorn AI startups to get to the heart of AI ROI - uncovering what's working and what's not working for FinServ leaders.
Visit our advertising page to learn more about reaching our executive audience of AI adopters in the world's largest banking and insurance firms: https://emerj.com/advertise
Each week, Emerj AI Research team (and CEO Daniel Faggella) interview leaders from global financial services firms and unicorn AI startups to get to the heart of AI ROI - uncovering what's working and what's not working for FinServ leaders.
Visit our advertising page to learn more about reaching our executive audience of AI adopters in the world's largest banking and insurance firms: https://emerj.com/advertise
Episodes
Mentioned books
7 snips
Sep 14, 2026 • 25min
How Leaders Close the Execution Gap in Modern AI Deployment - with Sam Mantle of Lingaro
Sam Mantle, CEO of data and analytics firm Lingaro and a seasoned technology leader, explores why enterprise AI pilots stall before delivering ROI. He discusses data quality, ownership, governance, scalable architecture, and the warning signs of “pilot purgatory.” The conversation also examines self-healing data, agentic AI risks, and why leaders should use AI themselves before scaling it.
8 snips
Aug 24, 2026 • 22min
Precision CX in Regulated Industries - with Shri Nandan of Comcast
Shri Nandan, VP of AI Products and Experiences at Comcast, builds AI-driven CX for regulated sectors like healthcare and finance. He discusses how regulation and emotional stakes change automation. He covers fragmented data and governance hurdles. He explores hybrid models that decide when to escalate to humans and how tight leadership and clean data enable safe scaling.
9 snips
Jul 13, 2026 • 30min
The Leadership Alignment Required to Turn AI Into Enterprise Value - with Guillaume Lardeux and Eva Majercsik of Genesys
Guillaume Lardeux, Head of Transformation at Genesys who drives enterprise AI and workflow redesign, and Eva Majercsik, Chief People Officer who leads cultural change and upskilling, discuss how AI collapses tech and people leadership. They cover mapping current processes, co-designing human-AI workflows, cross-functional alignment, measuring wins, and enabling cultural adoption through experimentation.
12 snips
Jun 15, 2026 • 28min
AI Assistants and Preparedness Among Enterprises - with Chris Caldwell of Concentrix
Chris Caldwell, President and CEO at Concentrix Corporation, a leader in enterprise AI and digital workforce solutions. He explores how machine-speed transactions break human-paced processes. He highlights bounded digital delegates over unrestricted twins. He discusses compliance bots that audit other bots, cost risks of poorly tuned agentic systems, and what leaders must stop doing to build defensible AI roadmaps.
11 snips
Jun 1, 2026 • 37min
The AI Driven Finance Stack for High Growth Financial Services - with Henry Ward of Carta
Henry Ward, founder and CEO of Carta, builds systems that connect data, workflows, and people for private capital operations. He discusses cloud desktop replacing web UIs for finance work. He explains why CFOs must learn to program reusable AI skills and how agent-driven orchestration can reshape month-end close, reporting, and cross-team coordination.
28 snips
May 18, 2026 • 31min
How the AI-Native Bank Stops Adding Pilots and Starts Industrializing - with Jeremy Caine of IBM
Jeremy Caine, technology strategy leader at IBM who helps banks industrialize AI, data products, and platform architectures. He explains why pilots stall and where failures happen. He describes treating data as a product, building a platform-led architecture, and industrializing the full software lifecycle to move one MVP into production before scaling.
12 snips
May 5, 2026 • 16min
AI‑Ready Underwriting Operations While Maintaining Decision Consistency - with Barbara Stacer of Utica National Insurance Group
Barbara Stacer, VP leading small commercial underwriting and operations at Utica National, brings practical underwriting and governance experience. She discusses where decision infrastructure and workflows break down. She highlights stabilizing inputs, defining checkpoints, and making AI an assist that improves consistency. Practical steps for governance, traceability, and faster pricing handoffs are explored.
8 snips
Apr 20, 2026 • 27min
Turning Infrastructure from Bottleneck to Business Enabler for AI - With Juan Orlandini of Insight
Juan Orlandini, CTO at Insight, brings years of enterprise tech and AI strategy experience. He argues for starting with clear business outcomes before buying infrastructure. He explains the difference between compute and models, warns against FOMO-driven overbuying, and recommends FinOps, MVP proofs, and tailored change management to validate AI investments.
15 snips
Apr 6, 2026 • 26min
How Intelligent Systems Accelerate Enterprise Decisions - with Amar Akshat of Paysafe
Amar Akshat, Senior VP of Architecture at Paysafe, brings expertise in enterprise architecture and production-grade AI for payments. He discusses fragmented org memory and how machine-readable decision records speed alignment. He covers intent-driven interfaces, deterministic guardrails, templated workflows, and embedding policy to keep systems fast, safe, and auditable.
Mar 23, 2026 • 17min
How AI Is Reshaping Regulated Professional Workflows - with Steve Hasker of Thomson Reuters
Steve Hasker, CEO of Thomson Reuters, a leader in legal, tax and financial information, speaks about deploying AI in regulated workflows. He discusses the need for absolute accuracy and human sign-off. He covers data isolation, transparency teams, and which regulatory filings and workflows are most likely to change first.
