AI in Financial Services Podcast

Marco Argenti, Chief Information Officer at Goldman Sachs, explores use cases of intelligent document processing in financial services and the advancements in natural language understanding. He discusses preparing data for AI consumption, the power of generative AI in document processing, bridging knowledge gaps with AI, and the concept of return on attention investment in relation to customer privacy.

Today’s guest is Bhaskar Kalita, Global Head of Financial Services and Insurance at Quantiphi. Quantiphi is an AI-first digital engineering company that designs AI-driven services and platforms for broad applications across industries. In conversation with Emerj CEO and Head of Research Daniel Faggella, Bhaskar pulls apart what new generative AI capabilities will mean for the entire BFSI sector. In his words, the opportunities mean nothing less than the democratization of - not just digital products - but direct conversations between banking professionals, with requisite systems becoming more uniform in the process. This episode is sponsored by Quantiphi. Learn how brands work with Emerj and other Emerj Media options at emerj.com/ad1.

Bill Waid, Chief Product and Technology Officer at FICO, talks about winning executive buy-in for data governance projects, connecting functions for effective data governance, the importance of data infrastructure, and the challenges of secrecy in financial services data governance.

Bill Waid, Chief Product and Technology Officer at FICO, discusses challenges faced by financial service leaders in leveraging data, including governance, analytics, AI adoption, and data format transition. He explores obstacles in fully utilizing data and the importance of data security, privacy, and regulations. Bill emphasizes balancing people, process, and technology in successful digital transformations and the significance of data quality and measuring effectiveness in financial services. He also highlights the importance of data governance in generative AI adoption.

Today’s guest is Adam Nahari, Vice President of Data and Analytics 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. Adam returns to the program to talk about the difference between predictive analytics and new emerging generative AI tools in private equity workflows, and where these technologies stand to take the industry into the future. To access Emerj’s frameworks for AI readiness, ROI, and strategy, visit Emerj Plus at emerj.com/p1.

Today’s guest is Louis Tetu, CEO of Coveo. Coveo is a tech company that develops Saas enterprise search solutions powered by AI. Louis joins us on today’s program to talk about the importance of employee journeys in enhancing customer journeys and how new emerging AI capabilities - especially in co-pilot software powered by generative AI - are helping sync their 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!

Today’s guest is Adam Nahari, Vice President of Data and Analytics at Berkshire Partners. Berkshire Partners is a Boston-based private equity firm with substantial experience and investments in the consumer products, retail, business services, communications, industrials and healthcare sectors. Adam joins Emerj Senior Editor to talk about the challenges currently facing private equity firms and how emerging new AI capabilities – particularly in the generative space – stand to change the very work and information flows behind major investments. To access Emerj’s frameworks for AI readiness, ROI, and strategy, visit Emerj Plus at emerj.com/p1.

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!

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.

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!