AI in Financial Services Podcast

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.

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!  

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.  

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.  

Today’s guest is Ada CEO, Mike Murchison. Ada is an AI-powered customer service automation platform based in Toronto. In conversation with Emerj Senior Editor Matthew DeMello, Mike explains what he sees as the most significant shift in financial services CX workflows since the dawn of the AI age: moving from avoiding customer interactions to craving them. He tells us how financial institutions can better suit themselves for the transition, given the constant tumult of AI news and technological developments. 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 Cresta Director of Customer Value, Christopher Reese. Cresta is a tech company specializing in building custom AI-enhanced call center solutions. Christopher joins us on the program today to discuss the unique challenges facing the collections space – from compliance and high turnover to the painstaking work of negotiations. Later, they explore use cases demonstrating how new technologies are helping human agents elicit more empathy. This episode is sponsored by Cresta. Learn how brands work with Emerj and other Emerj Media options at emerj.com/ad1.  

Today’s guest is Muddu Sudhakar, CEO of Aisera - a conversational AI platform that automates and synchronizes workflows across the organization. He joins us to discuss the most promising use cases he sees among large language models in the financial services sector. In working with companies across industries to de-silo departments, tech stacks, and workflows through conversational AI - Muddu is particularly well positioned to judge which are rising to the top across banks, investment, insurance firms, and beyond. 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 Eran Ashkenazi, Chief Customer Officer at SentinelOne. SentinelOne is a public US-based cybersecurity company founded in 2013 that uses machine learning to gain deeper insight into how organizations use information technology. Eran joins us to discuss enhancing customer journeys in cybersecurity amid an emerging era of generative AI tools 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!  

Today’s guest is Michael Walrath, CEO of Yext. Yext is a unicorn startup with a $2 billion market cap achieved in 2021 and over $300 million yearly revenue. Michael joins us on the program today to talk about the ongoing impact of large language models (LLMs) and knowledge graphs on financial services from the standpoint of marketing and search. Throughout, he and Emerj Senior Editor Matthew DeMello unpack customer experience challenges from hallucinations to best data organization practices for leveraging these emerging technologies. To discover more AI use cases, best practice guides, white papers, frameworks, and more, join Emerj Plus at emerj.com/p1.   

Today’s guest is Checkout.com Chief Risk Officer Ido Lustig. He joins Emerj Senior Editor Matthew DeMello on the program to talk about challenges in addressing fraud without false positives, where this gets murkier in places like cross-border transactions. Later, they discuss how these problems look from a data-based standpoint regarding classification and severity. To discover more AI use cases, best practice guides, white papers, frameworks, and more, join Emerj Plus at emerj.com/p1.