AI in Financial Services Podcast

Almost any time we engage with financial institutions, chatbots are at least part of the conversation. There are not many credible chatbot companies that are focused explicitly in banking, but Kasisto is one of them. Our guest this week, Sasha Caskey, is CTO of Kasisto. Sasha talks about starting small with chatbots and reasonable expectations for them in banking. If you're interested in mapping the full landscape of AI applications in financial services, be sure to watch our AI Opportunity Landscape video at emerj.com/fs1.

Our guest this week, Paul Barba, heads up AI efforts at Lexalytics. I visited their headquarters as part of our AI in Montreal piece we released about 2 years back. Paul speaks with us about how NLP can layer value on top of conversational interfaces, as well as the limits of chatbots and NLP in finance. For more on what NLP can and can't do in business, be sure to download our 9-page guide, Unlocking the Value of NLP in Business, at emerj.com/nlp1.

This week, we interview Madhu, who works on conversational interfaces at one of the four largest Australian banks. He speaks today about the phases of deployment for bringing a chatbot to life in financial services. It involves more phases than people might presume, but they are important to understand. If you have an interest in the broader AI opportunity landscape in banking, you can learn more about how we can help at emerj.com/fs1.

Scott Nowson, AI Lead at PwC, Middle East, discusses the three phases of building a chatbot from scratch. They explore the use of chatbots in banking and finance, advantages of chatbot implementation in retail banking, balancing implementation and feasibility for chatbot questions, and handling the bot to human handoff.

This week, we interview Jan Veldsink, head of AI for compliance at Rabobank. He's been using AI and advanced statistics to detect fraud at Rabobank for nearly ten years. He shares with us some practical near-term applications of NLP in compliance, as well as his ideas on where NLP can add more value to banking in the future. This is our last episode in January's series on NLP in banking. If you want to take action on the ideas we've talked about this month, be sure to download our guide on NLP use-cases at emerj.com/nlp1.

This week, we speak with a fan favorite guest from our AI in Industry Podcast: Dr. Charles Martin of Calculation Consulting. Charles talks about the challenges of applying natural language processing to wealth management, including what's working and what's not with AI in wealth management. He has a lot of experience applying AI in the enterprise, and I think you'll enjoy this particular episode quite a bit. If you're interested in NLP and where it can be used in your business, download our NLP use-case guide at emerj.com/NLP1.

We speak this week with Greg Council, VP of Marketing and Product Management at Parascript, an AI-enabled search and discovery vendor selling into the financial services sector. In this episode, Greg discusses what NLP can and can't do in the banking industry. If you're interested in broad natural language processing use-cases and you haven't already downloaded our NLP use-case guide, you can do so at emerj.com/NLP1.

It's the first episode of the new decade, and we're kicking off with our theme for the entire month of January: natural language processing (NLP) applications in banking. Our first guest is Lee Smallwood, COO Markets and Securities at Citi. He was a trusted advisor for our most robust AI in banking research report. This week, Lee talks about front- and back-end NLP applications in banking, and I think he paints a great overall picture that will tee up the other three interviews for this month well. If you're interested in where NLP could fit in your business, download our Unlocking the Business Value of NLP PDF guide. It's the most succinct resource for figuring out where NLP would make a difference at your company. Download it at emerj.com/NLP1.

This is an excellent episode. We speak with Ritchie Ng, Chief AI Officer at Ensemble Capital. Ritchie goes into a topic we really haven't covered much in this series and which hasn't been a big focus of the podcast: hiring data scientists. That's hard when Google and Facebook are grabbing the top talent. Ritchie goes into how this should be done. If you're getting started with AI at your business, be sure to download our guide on beginning with AI, which outlines 3 critical steps to initially adopting AI that most companies end up getting wrong. Download it at emerj.com/beg1.

This week, we speak with Marek Bardonski, CEO of AI Rev. He was previously with Sigmoidal, where his focus was on AI for wealth management. When it comes to what banks can do that startups can't, it's make the most of the money they have on hand, and the future of wealth management and trading is potentially an area of edge for smart financial services firms and banks around the world. In this episode, Marek goes into what is and isnt possible with AI as it relates to trading in particular. Download our short guide, 3 Ways to Discover AI Trends in any Sector, if you're interested in finding high-ROI AI opportunities in your sector at emerj.com/t3.