AI in Financial Services Podcast

Today’s guest is Jason Walker, Chief Innovation Officer at BigPanda. BigPanda is a California-based software developer whose AIOps-powered platform helps businesses improve their service support and incident management systems. Jason returns to the platform to talk about the future of IT for financial services, given the potential of new generative AI capabilities that are helping streamline data and hardware management workflows. Later, he and Emerj Senior Editor Matthew DeMello examine what AIOps will mean for IT teams and initiatives going forward. To access Emerj’s frameworks for AI readiness, ROI, and strategy, visit Emerj Plus at emerj.com/p1.

Today’s guest is Jason Walker, Chief Innovation Officer at BigPanda. BigPanda is a California-based software developer whose AIOps-powered platform helps businesses improve their service support and incident management systems. Jason joins us on this week’s podcast to discuss what financial leaders need to know to drive the IT infrastructure necessary to take advantage of new, emerging, data-heavy use cases we’re seeing in generative AI. Later, he and Senior Editor Matthew DeMello discuss GenAI tools that can help streamline IT workflows. 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!

Delving into data governance and AI adoption in financial services, Andrew Sellers of Confluent shares insights on democratization of data and executive buy-in. Topics include interconnected data challenges, role of data governance tools in capital markets, leveraging data mesh for decision-making, and essentials of privacy, security, and quality in data governance for AI adoption.

Andrew Sellers, Head of Technology Strategy at Confluent, discusses the challenges faced by financial institutions in IT costs. He emphasizes the importance of data governance, AI advancements in finance, and the role of generative AI in data management. The podcast also delves into the risks of misinformation in AI technologies and the need for human oversight.

Today’s guest is Ivan Edwards, Vice President of Customer Interactions at Cadence Bank. Before his time at Cadence, Ivan served as Contact Center Manager and Assistant Vice President at Wells Fargo. Ivan joins Emerj CEO and Head of Research Daniel Faggella on today’s show to discuss changing trends in online banking and customer interactions that have arisen in the post-pandemic financial services landscape. Together, they pull apart data showing new customer behaviors in different segments and demographics, and take a critical look at how banks can foster more intimate relationships with their customers. This episode is sponsored by Uniphore. To learn more about Emerj Media and how to reach the Emerj audience, visit emerj.com/ad1.

Priyank Patel, SVP at KeyBank, discusses implementing AI and ML in AML workflows, focusing on challenges, leveraging data, and transitioning to cloud infrastructure. Emphasis on reducing false positives, prioritizing ML detection, and optimizing data investments for AML enhancements.

Today’s guest is Fabrizio Burlando, Global Head of Advisors Consulting and Digital Labs at Mastercard. Previous to Mastercard, Fabrizio also served as a project leader at Boston Consulting Group and as a Senior Consultant for the United Nations. Fabrizio joins us on this program following his recent appearance on the ‘AI in Business’ podcast to talk about new opportunities for SMBs in generative AI and the best strategies they can deploy to prepare their organizations for adoption. To discover more AI use cases, best practice guides, white papers, frameworks, and more, join Emerj Plus at emerj.com/p1.

Today’s guests are Troy Pospisil, Founder and CEO of Ontra, and Eric Hawkins, SVP of Engineering. Ontra is an AI-driven tech company that develops contract management and other legal solutions for organizations across financial services with a strong presence in private markets. Troy returns to the program with Eric to explain the specific benefits of new emerging generative AI tools on document processing, legal workflows and the private equity space more broadly. Together, they provide financial leaders with keen insight into how to manage these business activities going forward as generative AI tools become more commonplace throughout the global economy. 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!

Troy Pospisil, Founder and CEO of Ontra, discusses AI integration in contract management for financial services, including data extraction from agreements, automating obligations and restrictions in fund documentation, bespoke models in contract management, and the overlap between financial services and healthcare.

Today’s guest is Ted Kwartler, Field CTO of Generative AI for DataRobot. DataRobot is an AI-powered software company that helps enterprises automate processes from end to end. In conversation with Emerj CEO and Head of Research Daniel Faggella, Ted gives a broader view of the data governance process for financial services. Throughout the episode, Ted offers financial leaders alternatives to popular approaches in Centers of Excellence in the form of data science professional resources groups that can better facilitate collaboration across the enterprise. Later, he explains where financial services organizations often make mistakes in scaling data management operations and how they can course correct before it’s too late. 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!