AI in Financial Services Podcast

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.

Today's guest is Vic.ai Co-founder and CEO Alexander Hagerup. Vic.ai is a software as a service that offers full autonomy in accounting workflows, specifically in invoice processing and helping to streamline approval processes in a broad range of financial services sectors. In conversation with Emerj Senior Editor Matthew DeMello, Alexander explains what AI autonomy can look like and what it takes to remove human beings from the decision-making process in accounting. Later, he pulls apart a number of applicable use cases in the real estate and fintech startup space. Learn how brands work with Emerj and other Emerj Media options at emerj.com/ad1.

Today's guest is Christian Van Leeuwen, Co-founder and Chief Strategy Officer of FRISS. His company accrued over $88 million to fund a workforce of 200 employees focused on claims underwriting, investigation, and working with the biggest names in the insurance space. Following his last appearance on the AI in Business podcast, he and Emerj Senior Editor Matthew DeMello pull apart use cases in trust automation. Their conversation reveals how much the insurance space is beginning to resemble banking in terms of the increasing importance of knowing who your customer is from the front door of the insurance policy lifecycle. Plus, how AI is illuminating new business opportunities in commercial insurance given the influx of data emerging from the internet of things. This episode is brought to you by FRISS. Learn how brands work with Emerj and other Emerj Media options at emerj.com/ad1.

Today’s guest is Kelly Harlin, Director of Solutions Marketing and Commercialization at Sharp/NEC. As a manufacturer of computer monitors and large-scale information displays and systems, Sharp/NEC has a front row to how banks collect data - particularly visual - to better ascertain the lifestyle needs of their customers. Why is this information so important to banks? Kelly explains to Emerj CEO Daniel Faggella that the pandemic had a devastating impact on foot traffic to banking branches. There’s been some recovery, but now banks are more interested than ever in knowing why people need their physical branches and how to complement their needs best with digital services. To access Emerj’s frameworks for AI readiness, ROI and strategy, visit Emerj Plus: emerj.com/p1.

Today’s guest is Pecan AI CEO and co-founder Dr. Zohar Bronfman. Pecan produces an AI-driven platform designed to drive business value using predictive analytics and proprietary model scoring. In conversation with Emerj CEO and Head of Research Daniel Faggella, Zohar discusses how insurers can use machine learning capabilities to find up- and cross-selling opportunities throughout the episode. Zohar points to particularly actionable steps for business leaders in insurance adjacent spaces in developing scoring optimization systems for upgrading policies, targeting high net-worth customers, and reframing business needs into predictive questions. 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!