AI in Financial Services Podcast

Today’s guest is Credit Karma Vice President and Core Team General Manager Supriya Gupta. Credit Karma is a multinational personal finance brand under Intuit that makes products free to consumers that help them find lenders. Supriya returns to the show today to discuss the rise of personalization data in financial services and how this will change the relationship between consumers and their personal finances. Along the way, Supriya advises financial services leaders about the best ways to take advantage of the influx of data. To access Emerj’s frameworks for AI readiness, ROI, and strategy, visit Emerj Plus at emerj.com/p1.  

Today’s guest is the Director of Product Management, Accounting ＆Tax at Intuit, Michael Hitchcock. Michael returns to the program to talk about the impact AI will have on accounting workflows, how it will fundamentally change accounting as a profession, and what this is looking like from his position at one of the leading personal financial services brands. Together with Emerj Senior Editor Matthew DeMello, Michael discusses applicable Quickbooks use cases and the criteria they use to identify “ground truth” in personalization metrics. To access Emerj’s frameworks for AI readiness, ROI, and strategy, visit Emerj Plus at emerj.com/p1.  

Today’s guest is Thoughtworks Chief Technology Officer Rebecca Parsons. ThoughtWorks is a publicly owned global technology company operating in 18 countries, providing software design and delivery tools and consulting services to clients like Google and Microsoft. Together with Emerj Senior Editor Matthew DeMello, Rebecca explores how financial services challenges look from the vantage point of data scientists at the onset of emergence in use cases for large language models. To access Emerj’s frameworks for AI readiness, ROI, and strategy, visit Emerj Plus at emerj.com/p1.  

Today’s guest is Strategic Advisor for Dataiku, Kurt Muehmel. Dataiku is an AI and machine learning company with over $4.6 billion in funding. In conversation with Emerj Senior Editor Matthew DeMello, Kurt dissects the business challenges driving trends that are described as the “broad democratization” of data in financial services and other surrounding sectors. Later, they take a closer look at how businesses will navigate the transitions therein from both cultural and technical standpoints. 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 Credit Karma Vice President and Core Team General Manager Supriya Gupta. Credit Karma is a multinational personal finance brand under Intuit that makes products free to consumers that help them find lenders. Supriya joins us on today’s episode to talk about the future of autonomous workflows in financial services – for both the consumer and the organization. Together with Emerj Senior Editor Matthew DeMello, Supriya pulls apart what this means for both how consumers relate to lenders and how finserv organizations can find efficiencies in their own operations.  

Today's guests are WorkFusion VP, Head of AI Paul Tepper, and VP of Product Management Tina Chace. WorkFusion is a software company with over $340 million in funding that blends RPA and AI – a process often called intelligent automation – to help businesses digitize their operations. Paul and Tina return to the platform to discuss the applicability of intelligent automation in financial service-driven use cases from media surveillance and customer experience. Together with Emerj Senior Editor Matthew DeMello, they examine how cutting-edge capabilities in these spaces are refocusing business problems around topics and how they're discussed both outside and inside the organization. This episode is sponsored by WorkFusion. Learn how brands work with Emerj and other Emerj Media options at emerj.com/ad1.

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.