Today’s guest is Intuit Director of Product Management, Accounting ＆ Tax, Michael Hitchcock. Michael’s experience in product development and engineering goes back to his days at GE in the mid-2000s. In conversation with Emerj Senior Editor Matthew DeMello, Michael overviews the challenges facing both entrepreneurs and accountants in bookkeeping workflows and the ways Quickbooks and other Intuit services have integrated AI capabilities in their platforms to meet those needs. Later, they pull apart the ways AI is personalizing processes and changing the fundamental nature of accounting work. 

Today’s guest is Scott Zoldi, Chief Analytics Officer of FICO. In conversation with Emerj Senior Editor Matthew DeMello, Scott digs deeper into his writings on the many well-publicized disadvantages of ChatGPT and a few of its under-discussed benefits. Under the backdrop of FICO’s recent report on responsible AI in the financial services space, Scott helps pull apart some promising financial use cases for the technology and cast them under a more sober, discerning spotlight. 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 Fiddler AI CEO, Krishna Gade. Fiddler AI builds custom monitoring platforms specializing in risk and compliance as well as the lending and trading spaces. In conversation with Emerj Senior Editor Matthew DeMello, Krishna discusses why machine learning, in particular, is so effective in streamlining surveillance workflows and why financial services compliance is increasingly being geared toward verifying the customer from their introduction to the services funnel. Krishna also talks about the various 'black box' problems in financial services and how his previous experience working on the Facebook newsfeed after the 2016 election informs Fiddler's approach to model transparency. Learn how brands work with Emerj and other Emerj Media options at emerj.com/ad1.

Dr. Lori Cenci, US Head of Unauthorized Trade Surveillance at HSBC and Lecturer of Applied Analytics at Columbia University School of Professional Studies, discusses building an AI team, improving collaboration and communication in AI projects, the role of an AI translator, measuring success in financial services, and reassessing approaches for data utilization.

Today’s guest is Managing Director at Curinos Sarah Welch. Curinos is a software company specializing in data-based solutions for financial services enterprises. In conversation with Emerj Senior Editor Matthew DeMello, Sarah discusses how the same AI capabilities banking leaders might be familiar with across customer experience use cases are illuminating business opportunities and solving challenges in the onboarding process. As a greater image of customers and what makes them loyal emerges, Sarah explains how new questions arise from the data, including, “When is marketing’s job done?”. To access Emerj’s frameworks for AI readiness, ROI, and strategy, visit Emerj Plus at emerj.com/p1.

Today’s guest is Supreet Kaur, Assistant Vice President at Morgan Stanley. She’s spent the last five years working in data spaces across financial services and life sciences, along with essential advocacy work in mentoring a diverse next generation of data science leaders. In conversation with Emerj CEO Daniel Faggella, Supreet explains to the audience what works and what doesn’t in building effective data governance infrastructure and strategies for financial services organizations. 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 the Head of Strategy, InvestCloud (EMEA), Alessandro Tonchia. InvestCloud is an AI-driven communications platform for wealth managers. Before starting there in 2021, Alessandro worked as a Director for smartKYC in London for nearly a decade and founded the digital insurance platform Finatix in the early nineties. On the AI in Financial Services podcast, Alessandro describes the challenges that wealth managers face in providing fully customizable interfacing experiences and visualizations with their clients. He also details InvestCloud’s strategies in developing platforms with a hierarchy between both financial advisors and clients as users. To access Emerj’s non-technical guide for getting started with AI deployment, check out emerj.com/beg1.

Today's guest is Martín Ramírez, Head of Growth at WellSaid, a company specializing in AI-driven voice-over tools. There are surprising use cases for these capabilities across various industries. In conversation with Emerj Senior Editor Matthew DeMello on the 'AI in Financial Services' services podcast, Martín focuses on enterprise applications. From learning and training to supplementing conversational AI, Martín describes what is necessary to return enterprise-wide results from truly transformational use cases. Later, they discuss ways that information must transition from print to digital and, in an increasing number of multimedia workflows, from digital to audio. This episode is sponsored by WellSaid Labs. Learn how brands work with Emerj and other Emerj Media options at emerj.com/ad1.

Today’s guest is Qraft Technologies APAC CEO, Francis Geeseok Oh. Qraft is an emerging invest tech AI solution for investment risk management. Those in the investment space, from retail to big-name Wall Street firms, might have some familiarity with Qraft’s AI Risk Indicator Tool. On their website, the AI-powered platform gives an instantaneous reading on the risk within a market during a given period, all with the fluidity of checking a mobile weather app. On the ‘AI in Financial Services’ podcast, he and Emerj Senior Editor Matthew DeMello discuss overcoming the block box issues therein and where the human element is best delegated in risk management workflows, given the advantages of AI capabilities in these spaces. Learn how brands work with Emerj and other Emerj Media options at emerj.com/ad1.

Today's guest is the CEO of Catchlight Insights, Wilbur Swan. Catchlight is a Fidelity-backed and grown AI solution streamlining lead optimization for small and medium-sized financial institutions with a special focus on custom tools built for individual personal financial advisors and realtors. In conversation with Emerj Senior Editor Matthew DeMello, Wilbur discusses strategies in data visualization and avoiding the all-or-nothing thinking that comes with developing dashboards that show "everything under one umbrella." Later, they pull apart use cases showing the difference AI is making in both individual and institutional lead optimization workflows. Learn how brands work with Emerj and other Emerj Media options at emerj.com/ad1.