Today's guest is Swami Jayaraman, Senior Vice President and Chief Enterprise Architect at Iron Mountain. Iron Mountain is a publicly traded global leader in storage and information management services trusted by over 240,000 organizations worldwide, including 90% of the Fortune 1000. Swami joins us on today's show to talk about risk management challenges in financial services, including cybersecurity, regulatory compliance, people and culture, technology adoption, and data management. Later, we explore AI's impact on customer experience and compliance workflows in ways that are helping financial leaders surmount these challenges. 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!

German Soto-Sanchez, Chief Product and Strategy Officer at Broadridge Financial Solutions, shares his insights on digital transformation in financial services. He discusses the importance of understanding AI technology before rolling it out across organizations. Soto-Sanchez emphasizes the value of experimenting with blockchain to foster meaningful dialogue in the ecosystem. He also highlights that even small steps in digital transformation can lead to significant advancements, advocating for a balanced approach to innovation and technology adoption.

German Soto-Sanchez, Chief Product and Strategy Officer at Broadridge Financial Solutions, discusses how AI is reshaping strategy in financial services. He highlights the need for personalized customer experiences and operational efficiency while navigating legacy systems. German emphasizes the importance of leveraging untapped data to enhance customer relations and compliance. He also outlines strategies for small to medium-sized financial institutions to integrate AI, noting blockchain's significant role in modernizing workflows. Tune in to grasp the future landscape of finance!

Prasanna Dhore, Chief Data Officer at Fiserv, discusses insights from Fiserv's Small Business Index, highlighting the role of small businesses in the economy. Topics include analyzing industry trends, economic impacts, predicting credit crunches, and building confidence in AI systems.

Today’s guest is Craig Mackereth, Executive Vice President of Global Service Delivery at Rimini Street. Rimini Street is a publicly traded company specializing in third-party support for mission-critical systems at financial services organizations and beyond. Craig returns to the program today to discuss the best strategies for driving AI and ML investments across the financial services enterprise. Throughout the episode, Craig points to significant use cases that demonstrate the unique differences between deterministic and generative AI capabilities, the business problems they solve for financial leaders, and the infrastructure needed to ensure ROI. 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 Manish Goyal, Operating Partner at Berkshire Partners. Berkshire Partners is a Boston-based private equity firm with substantial experience and investments in consumer products and retail, business services, communications, industrials, and healthcare sectors. Manish returns to the show today to tell us what AI is looking like from the portfolio perspective. Armed with insights from across Berkshire’s austere roster, Manish details how industries across the global economy are seeing AI adoption in productivity and efficiency, with a 20-30% code generation increase and improved customer service. 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 Andrew Beddoes, Business Consultant at Provenir. Provenir is a software company that develops an AI-powered credit risk decisioning platform. Andrew joins us on today’s show to talk about leveraging data and generative AI to find insights into consumer behavior data surrounding collections workflows. Throughout the episode, Andrew cites use cases that exemplify how mining such data results in better consumer relationships and more reliable revenue streams. 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 Andrew Beddoes, Business Consultant at Provenir. Provenir is a software company that develops an AI-powered credit risk decisioning platform. Andrew joins us on today’s show to talk about AI’s impact on collections workflows from the perspective of auto loans. Throughout the episode, Andrew emphasizes the importance of using data and technology to improve customer experiences and drive empathy among loan collectors. 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!

Manish Goyal from Berkshire Partners discusses challenges in deploying AI in private equity, focusing on automating tasks and improving decision-making. Topics include AI applications, data security, retrieval augmented generation, and cross-functional efforts for successful implementation.

Today’s guest is Darren Humphries, Group Chief Information Security Officer and Chief Technology Officer Partner at Acora. Acora is a UK-based, award-winning provider of managed, consultancy, and professional services in information technology and security across many industrial sectors. Darren returns to the podcast to discuss the relationship between IT and cybersecurity enterprise functions at the heart of AI’s impact in the financial services space. Later, he explains what financial leaders, in particular, should keep in mind when driving to level-up their operations when it comes to cybersecurity and other anomaly-detection based functions (AML, fraud detection). 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!