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Behind the Numbers: an EMARKETER Podcast

Behind the Numbers: an EMARKETER Podcast

The AI Financial Advisor: Banks’ Biggest Opportunity or Biggest Threat? | Behind the Numbers

Behind the Numbers: an EMARKETER Podcast · Sep 8, 2026 · 25:37

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In today’s podcast episode, we discuss whether banks can successfully encourage customers to use their AI-powered tools on their own websites and apps for personal finance management, how AI tools like ChatGPT, Gemini, Claude, Copilot, and others can convince people to use their LLMs for personal finance, and what banking consumers are most likely to want to use AI for when it comes to managing their money.

 

Join Senior Director of Podcasts and host Marcus Johnson, along with Principal Analyst Tiffani Montez and Head of EMARKETER Advisory Rob Rubin. Listen wherever you get your podcasts, or watch on YouTube or Spotify.

 

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For a transcript of this episode, click here: https://www.emarketer.com/content/podcast-ai-financial-advisor-banks-biggest-opportunity-biggest-threat-behind-numbers

 

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Episodes: Behind the Numbers: an EMARKETER Podcast

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