
AI in Financial Services Podcast
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
Latest episodes

Sep 18, 2023 • 25min
Making the Move to SaaS in Financial Services - with Adrien Gabeur with Sinequa
Today's guest is Adrien Gabeur, Vice President of Cloud at Sinequa. Sinequa is a software company that builds an enterprise search platform for financial services firms, but they didn't always used to be in the SaaS space. Adrien joins Emerj CEO and Head of Research Daniel Faggella from Paris to talk about Sinequa's transition from self-managing multiple products to a single product platform for their customers. 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!

Sep 11, 2023 • 21min
Navigating Data Stacks with APIs for Financial Services - with Dr. Stefan Sigg and Steffen Lorenz of Software AG
Today’s guests are Dr. Stefan Sigg and Steffen Lorenz, Chief Product Officer and Business and Insurance Leader for Software AG, respectively. Software AG is a multinational software developer based in Germany that assists companies in business process management, integration, and big data analytics. They return to the program today to discuss how essential APIs are in giving customers access to an organization’s knowledge base and making it easier for IT departments to meet CX challenges. If you’re interested in unlocking our AI best practice guides, frameworks for AI ROI, and specific resources for AI consultants, visit emerj.com/p1.

Sep 4, 2023 • 29min
KYC Compliance, ‘Front Door Verification’ and Large Language Models - with Bala Kumar of Jumio
Today’s guest is Bala Kumar, Chief Product Officer at Jumio. Jumio is a financial services company that provides card and ID scanning and validation products for mobile and web transactions, which they describe as “Netverify Trusted Identity as a Service.” Bala returns to the program to discuss the challenges of KYC compliance, especially now that we’re seeing more large language models and generative AI used in onboarding workflows. Later, he espouses the benefits of ‘front-door verification’ in terms of maximizing scrutiny on the moment a customer first touches a service funnel. 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!

Aug 28, 2023 • 20min
AI Through the Lens of Investment Banking - with Eric Crowley of GP Bullhound
Today’s guest is Eric Crowley, partner at GP Bullhound. GP Bullhound is an investment bank and venture capital fund with 11 offices in the US and Europe. Eric leads the firm’s Consumer Subscription Software (“CSS”) practice while executing transactions for growth-stage technology companies. In addition to CSS, Eric has advised on transactions in the Ad-tech, Software and Digital Services, and Fintech industries. He joins Emerj Senior Editor Matthew DeMello on the program to discuss the promise of generative AI in financial services and how businesses leveraging AI can better prepare for conversations with investors. 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!

Aug 21, 2023 • 24min
Leveling Up AML Operations with AI - with Christopher Phillips of Valley
Today’s guest is Christopher Phillips, Senior Vice President and Director of AML at Valley Bank. Valley Bank is a regional bank holding company based in New Jersey with nearly $2 billion in annual revenue. He joins us on the program today to reflect on his experience leveling up Valley’s AML operations amid the bank’s overall digital transformation process. Throughout the episode, Christopher talks about streamlining and automating aspects of the investigation process and where robotic process automation makes a difference versus other AI-adjacent technologies. 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!

Aug 14, 2023 • 23min
The Importance of Data Integration in Financial Services - with Dr. Stefan Sigg and Steffen Lorenz of Software AG
Today’s guests are Dr. Stefan Sigg and Steffen Lorenz, Chief Product Officer and Business and Insurance Leader for Software AG, respectively. Software AG is a multinational software developer based in Germany that assists companies in business process management, integration, and big data analytics. The pair join us on today’s program to discuss the importance of an integrated approach to data for ensuring IT departments can meet the increased demand from consumer expectations in financial services.

Aug 7, 2023 • 19min
Compliance for Financial Services in the Age of Generative AI - with Bala Kumar of Jumio
Today’s guest is Bala Kumar, Chief Product Officer at Jumio. Jumio is a financial services company that provides card and ID scanning and validation products for mobile and web transactions, which they describe as “Netverify Trusted Identity as a Service.” Bala joins us on today’s program to talk about how compliance in financial services is changing thanks to the influx of new capabilities in generative AI and large language models. Learn how brands work with Emerj and other Emerj Media options at emerj.com/ad1.

Jul 31, 2023 • 15min
LLMs for Improved CX in Financial Services - with Mike Murchison of Ada
Today's guest is Mike Murchison, CEO of Ada. Ada specializes in automating communications channels to support and enhance customer experience operations for financial services firms. With Emerj Senior Editor Matthew DeMello, Mike returns to the program to talk about how automating and synchronizing employee and customer-preferred communications channels through AI tools like large language models enhances customer experiences in financial services. 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!

Jul 24, 2023 • 23min
From Reactive to Proactive Business Capabilities in Financial Services - with Zac Maufe of Google Cloud
Today’s guest is Zac Maufe, Head of Regulated Industries at Google Cloud. He joins us on today’s show to talk about the challenges facing banking leaders in moving to the cloud, winning executive buy-in for new approaches to talent acquisition in data, and why competition in customer experience proves that financial services remain a “relationship business.” To access Emerj’s frameworks for AI readiness, ROI, and strategy, visit Emerj Plus at emerj.com/p1.

9 snips
Jul 17, 2023 • 25min
How to Avoid Getting Stuck in Your Digital Transformation - with Jeff DeVerter of Rackspace
Today’s guest is Jeff DeVerter, Chief Technology Evangelist of Rackspace Technology. Rackspace is a public cloud computing company with over $3 billion in annual revenue based outside of San Antonio, Texas. Jeff joins us on the program to discuss the challenges facing financial services organizations when it comes to updating tech infrastructure, the advantages of cloud technology, and why so many firms find themselves stuck amid their digital transformations. To discover more AI use cases, best practice guides, white papers, frameworks, and more, join Emerj Plus at emerj.com/p1.