The AI in Financial Services is for non-technical financial services leaders looking to find AI opportunities, build an AI strategy, and deliver ROI. Each week, Emerj AI Research team (and CEO Daniel Faggella) interview leaders from global financial services firms and unicorn AI startups to get to the heart of AI ROI - uncovering what's working and what's not working for FinServ leaders. Visit our advertising page to learn more about reaching our executive audience of AI adopters in the world's largest banking and insurance firms: https://emerj.com/advertise
Listen in the Podli app 🎧
Follow your favourite podcasts, listen offline and in the car with CarPlay and Android Auto, and always pick up where you left off. Free to try.
Sep 28, 2026 · 19:39
Product photography has long been one of e-commerce's biggest cost and speed bottlenecks, and generative AI is rewriting both sides of that equation. In this episode, David Cost,…
Sep 14, 2026 · 24:31
Enterprise AI investment keeps stalling before it reaches measurable business impact, and the reason is rarely the technology itself. In this episode, Sam Mantle, CEO at Lingaro,…
Aug 24, 2026 · 21:56
A growing share of AI‑for‑CX guidance assumes a generic enterprise environment, but this episode surfaces the deeper operational friction that emerges when automation meets…
Jul 13, 2026 · 29:52
AI is breaking down the traditional separation between technology leadership and people leadership, forcing enterprises to rethink how work is structured and how employees adopt…
Jun 15, 2026 · 28:21
Enterprises rushing agentic AI into production are running it through approval gates, batch windows, and audit systems built for human speed — and the gap is where most…
Jun 1, 2026 · 36:41
A fundamental shift is emerging as AI moves core financial operations away from traditional web interfaces and into AI‑native cloud‑desktop environments, redefining how CFO teams…
May 18, 2026 · 30:36
AI programs in financial services don't fail at the model; they fail at the seam between pilot and production, where data, integration discipline, and ownership decide whether…
May 5, 2026 · 15:37
Stabilizing the operational environment around underwriting judgment is the shift that enables decisions to move into the market with greater speed, consistency, and control. In…
Apr 20, 2026 · 27:19
AI infrastructure projects are failing not because the technology underdelivers, but because organizations commit capital before establishing the business case. In this episode,…
Apr 6, 2026 · 25:33
Architectural decision‑making in large enterprises can break down when system knowledge is fragmented, slowing delivery and creating inconsistent outcomes across teams. In this…
Mar 23, 2026 · 16:37
Regulated industries are facing mounting pressure to adopt AI while maintaining absolute accuracy, data protection, and clear human accountability. In this episode, Steve Hasker,…
Mar 9, 2026 · 28:23
Modern enterprise leaders face a critical strategic challenge in balancing seamless digital onboarding with the increasing threat of sophisticated, AI-driven fraud. In this…
Feb 23, 2026 · 27:07
Today's guest is Tal Elyashiv, Co-founder and Managing Partner at SPiCE VC. Tal joins Emerj's Nick Gertsch to explore how tokenization is moving from pilot programs into…
Feb 9, 2026 · 24:14
Today's guest is Kiruba Eswaran, CEO at Eleos Life. Eleos Life provides a fully digital platform for life and disability insurance. The platform offers 24/7 AI-guided assistance…
Jan 26, 2026 · 23:07
Today's guest is Debjit Saha, VP of Engineering & Product for Risk & Compliance at MoneyGram. Debjit focuses on building data- and AI-driven controls for fraud, compliance, and…
Jan 12, 2026 · 22:46
Today's guest is Debjit Saha, VP of Engineering & Product for Risk & Compliance at MoneyGram. Debjit focuses on building data- and AI-driven controls for fraud, compliance, and…
Dec 29, 2025 · 24:41
Today's guest is Mary Ann Miller, VP and Fraud Executive Advisor at Prove. Mary Ann brings extensive experience in fraud prevention, identity risk, and digital onboarding across…
Dec 15, 2025 · 30:12
Today's guest is Nicole Haverly, Vice President of Credit Unions at nCino. nCino is a provider of intelligent banking solutions. Headquartered in Wilmington, North Carolina, the…
Dec 1, 2025 · 22:30
Today's guest is Kyle Hathorn, Director of Customer Experience and Strategy at the First National Bank of Omaha. FNBO is a regional bank founded in 1857 that provides retail and…
Nov 17, 2025 · 21:21
Today's guest is Karan Gandhi, Senior Director for Verification and Fraud at Best Egg. Best Egg is a consumer lending platform focused on responsible, data-driven credit access.…
Nov 3, 2025 · 26:11
The introduction of DeepSeek's R1 large language model has sparked global discussion about what happens when open-source innovation meets geopolitical constraints. What does this…
Oct 20, 2025 · 28:49
As financial services accelerate their digital transformations, AI is reshaping how institutions identify, assess, and manage risk. But with that transformation comes an equally…
Oct 6, 2025 · 19:14
Today's guest is Andy Byrne, Founder and CEO of Clari, returns to share early findings from Clari's upcoming report on AI in revenue operations. The headline: 2024 was tough —…
Sep 22, 2025 · 28:41
Today's guest is Andy Byrne, Founder and CEO of Clari. Clari is an AI-driven platform that transforms how financial institutions manage revenue operations and forecasting,…
Sep 8, 2025 · 25:44
Today's guest on the 'AI in Financial Services' podcast is Charleyne Biondi, Associate Vice President of Moody's Ratings in the Digital Economy Team. Charleyne Biondi, Associate…
Aug 25, 2025 · 26:08
Today's guest on the 'AI in Financial Services' podcast is Charleyne Biondi, Associate Vice President of Moody's Ratings in the Digital Economy Team. Charleyne brings a broad…
Aug 11, 2025 · 23:30
Today's guest is Gautam Samanta, President and Executive Director, Head of Global Banking and Financial Services at Coforge. Coforge is a global IT services firm specializing in…
Jul 28, 2025 · 23:38
Today's guest is Kyle Hathorn, Director of Customer Experience and Strategy at First National Bank of Omaha (FNBO). FNBO is a privately held, family-led financial institution…
Jul 14, 2025 · 17:21
Today's guest is Itumeleng Masunyane, Senior Vice President of Internal Audit at Amicorp Group. Together, they examine the shifting landscape of compliance and internal audit as…
Jun 30, 2025 · 19:05
Today's guest is Sophia Qureshi, VP of Product Management for Fraud Solutions at Provenir. Provenir is a fintech company whose AI decisioning platform helps clients manage credit…
Jun 16, 2025 · 23:02
What does it take to build truly intelligent customer experiences at enterprise scale? In this episode of the AI in Business podcast, Shardul Vikram, Chief Product Officer of SAP…
Jun 2, 2025 · 19:26
Today's guest is Traci Mabrey, General Manager, Factiva at Dow Jones. In this episode, Traci joins Emerj Editorial Director Matthew DeMello to discuss how AI is accelerating…
May 19, 2025 · 22:35
Today's guest is Traci Mabrey, General Manager, Factiva at Dow Jones. Factiva is a business information and research tool owned by Dow Jones & Company. It aggregates content from…
May 5, 2025 · 26:44
Jim Palmer, Chief AI Officer at Dialpad, returns to the 'AI in Financial Services' podcast to discuss the next evolution in enterprise AI: agentic systems. These autonomous tools…
Apr 21, 2025 · 25:44
Today's guest is Jim Palmer, Chief AI Officer at Dialpad. Dialpad is an AI-powered communication platform offering unified calling, messaging, video conferencing, and customer…
Apr 7, 2025 · 19:31
Today's guest is Jessica Saperstein, Former CXO and CMO, Strategic Advisor, and Corporate Board Member at Church Mutual. Church Mutual is a leading provider of specialized…
Mar 24, 2025 · 25:09
Today's guest is Arpit Sarin, Vice President of Digital at Regions Bank. Arpit joins us to share insights into the evolving role of AI and data in financial services. Our…
Mar 10, 2025 · 26:40
Today's guest is Sophia Qureshi, VP of Product Management for Fraud Solutions at Provenir. Provenir is a fintech company whose AI decisioning platform helps clients manage credit…
Feb 24, 2025 · 19:06
Today's guest is Matt Marolda, Chief Innovation Officer at Acrisure. Acrisure is a global insurance broker and fintech financial services provider. Matt returns to the program…
Feb 10, 2025 · 23:25
Today's guest is Matt Marolda, Chief Innovation Officer at Acrisure. Acrisure is a global insurance broker and fintech financial services provider. Matt joins us on today's…
Jan 27, 2025 · 16:26
Today's guest is Edward Maslaveckas, CEO and Co-founder of Bud Financial. Bud provides transactional lending analysis and advanced AI solutions for power affordability and credit…
Jan 14, 2025 · 23:08
Today's guest is Edward Maslaveckas, CEO and Co-founder of Bud Financial. Bud provides transactional lending analysis and advanced AI solutions for power affordability and credit…
Dec 30, 2024 · 21:38
Today's guest is Nirmal Ranganathan, Vice President of Engineering and AI at Rackspace Technology. Rackspace, headquartered in San Antonio, Texas, is a global cloud computing…
Dec 16, 2024 · 23:05
Navigating the complex world of AI hiring in financial services is no easy feat. In this debut episode, Nirmal Ranganathan, Vice President of Engineering and AI at Rackspace…
Dec 2, 2024 · 25:10
Today's guest is Enate Founder and CTO, Kit Cox. Enate makes a comprehensive AI-enhanced business orchestration platform to empower organizations to deliver exceptional services…
Nov 18, 2024 · 27:55
Today's guest is Enate Founder and CTO Kit Cox. Enate makes a comprehensive AI-enhanced business orchestration platform to empower organizations to deliver exceptional services…
Nov 4, 2024 · 12:09
Today's guest is Kelly Uphoff, Vice President of Data Science at Tala. Tala is a fintech company that develops an app that lets users bridge digital and cash ecosystems…
Oct 21, 2024 · 17:31
Today's guest is Kelly Uphoff, Vice President of Data Science at Tala. Tala is a fintech company that develops an app that lets users bridge digital and cash ecosystems…
Oct 7, 2024 · 15:15
Today's guest is Supriya Gupta, General Manager and Vice President of Product at Credit Karma. Credit Karma is a multinational personal finance brand under Intuit that makes…
Sep 23, 2024 · 14:33
Today's guest is David Thompson, Chief Technology Officer at American Express Global Business Travel. American Express Global Business Travel – better known as Amex GBT and…
Sep 9, 2024 · 17:33
Today's guest is Swami Jayaraman, Senior Vice President and Chief Enterprise Architect at Iron Mountain. Iron Mountain is a publicly traded global leader in storage and…
Aug 26, 2024 · 26:03
Today's guest is Swami Jayaraman, Senior Vice President and Chief Enterprise Architect at Iron Mountain. Iron Mountain is a publicly traded global leader in storage and…
Aug 12, 2024 · 18:02
Today's guest is German Soto-Sanchez, Chief Product and Strategy Officer at Broadridge Financial Solutions. Broadridge is an S&P 500 global fintech leader with $6 billion in…
Jul 29, 2024 · 19:43
Today's guest is German Soto-Sanchez, Chief Product and Strategy Officer at Broadridge Financial Solutions. Broadridge is an S&P 500 global fintech leader with $6 billion in…
Jul 15, 2024 · 21:56
Today's guest is Prasanna Dhore, Chief Data Officer at Fiserv and President of Data Commerce Solutions. Prasanna returns to the Emerj podcast platform, following his appearance…
Jul 1, 2024 · 16:59
Today's guest is Craig Mackereth, Executive Vice President of Global Service Delivery at Rimini Street. Rimini Street is a publicly traded company specializing in third-party…
Jun 17, 2024 · 15:05
Today's guest is Manish Goyal, Operating Partner at Berkshire Partners. Berkshire Partners is a Boston-based private equity firm with substantial experience and investments in…
Jun 3, 2024 · 16:17
Today's guest is Andrew Beddoes, Business Consultant at Provenir. Provenir is a software company that develops an AI-powered credit risk decisioning platform. Andrew joins us on…
May 20, 2024 · 17:28
Today's guest is Andrew Beddoes, Business Consultant at Provenir. Provenir is a software company that develops an AI-powered credit risk decisioning platform. Andrew joins us on…
May 6, 2024 · 20:28
Today's guest is Manish Goyal, Operating Partner at Berkshire Partners. Berkshire Partners is a Boston-based private equity firm with substantial experience and investments in…
Apr 22, 2024 · 22:02
Today's guest is Darren Humphries, Group Chief Information Security Officer and Chief Technology Officer Partner at Acora. Acora is a UK-based, award-winning provider of managed,…
Apr 8, 2024 · 29:04
Today's guest is Darren Humphries, Group Chief Information Security Officer and Chief Technology Officer Partner at Acora. Acora is a UK-based, award-winning provider of managed,…
Mar 25, 2024 · 21:44
Today's guest is Jason Walker, Chief Innovation Officer at BigPanda. BigPanda is a California-based software developer whose AIOps-powered platform helps businesses improve their…
Mar 11, 2024 · 21:23
Today's guest is Jason Walker, Chief Innovation Officer at BigPanda. BigPanda is a California-based software developer whose AIOps-powered platform helps businesses improve their…
Feb 26, 2024 · 15:45
Today's guest is Andrew Sellers, Head of Technology Strategy at Confluent. Previously, he served as Chief Technology Officer at QOMPLX, a high-growth startup in cyber-risk…
Feb 12, 2024 · 24:13
Today's guest is Andrew Sellers, Head of Technology Strategy at Confluent. Previously, he served as Chief Technology Officer at QOMPLX, a high-growth startup in cyber-risk…
Jan 29, 2024 · 22:27
Today's guest is Ivan Edwards, Vice President of Customer Interactions at Cadence Bank. Before his time at Cadence, Ivan served as Contact Center Manager and Assistant Vice…
Jan 15, 2024 · 20:49
Today's guest is Priyank Patel, SVP and Director of Financial Crimes Risk Surveillance at KeyBank. Priyank joins us on today's program to talk about how the fight against false…
Jan 1, 2024 · 17:53
Today's guest is Fabrizio Burlando, Global Head of Advisors Consulting and Digital Labs at Mastercard. Previous to Mastercard, Fabrizio also served as a project leader at Boston…
Dec 18, 2023 · 23:14
Today's guests are Troy Pospisil, Founder and CEO of Ontra, and Eric Hawkins, SVP of Engineering. Ontra is an AI-driven tech company that develops contract management and other…
Dec 4, 2023 · 19:50
Today's guest is Troy Pospisil, Founder and CEO of Ontra. Ontra is an AI-driven tech company that develops contract management and other legal solutions for organizations across…
Nov 20, 2023 · 30:15
Today's guest is Ted Kwartler, Field CTO of Generative AI for DataRobot. DataRobot is an AI-powered software company that helps enterprises automate processes from end to end. In…
Nov 6, 2023 · 21:02
Today's guest is Marco Argenti, Chief Information Officer at Goldman Sachs. Before working with Goldman Sachs, Marco served as SVP of Developer Services at Nokia, then Vice…
Oct 30, 2023 · 34:19
Today's guest is Bhaskar Kalita, Global Head of Financial Services and Insurance at Quantiphi. Quantiphi is an AI-first digital engineering company that designs AI-driven…
Oct 23, 2023 · 14:49
Today's guest is Bill Waid, Chief Product and Technology Officer at FICO. Bill has been with FICO for over 20 years, developing Decision Management systems. Prior to his time at…
Oct 16, 2023 · 13:34
Today's guest is Bill Waid, Chief Product and Technology Officer at FICO. Bill has been with FICO for over 20 years, developing Decision Management systems. Prior to his time at…
Oct 9, 2023 · 19:37
Today's guest is Adam Nahari, Vice President of Data and Analytics at Berkshire Partners. Berkshire Partners is a Boston-based private equity firm with substantial experience and…
Oct 2, 2023 · 25:19
Today's guest is Louis Tetu, CEO of Coveo. Coveo is a tech company that develops Saas enterprise search solutions powered by AI. Louis joins us on today's program to talk about…
Sep 25, 2023 · 22:37
Today's guest is Adam Nahari, Vice President of Data and Analytics at Berkshire Partners. Berkshire Partners is a Boston-based private equity firm with substantial experience and…
Sep 18, 2023 · 25:23
Today's guest is Adrien Gabeur, Vice President of Cloud at Sinequa. Sinequa is a software company that builds an enterprise search platform for financial services firms, but they…
Sep 11, 2023 · 21:23
Today's guests are Dr. Stefan Sigg and Steffen Lorenz, Chief Product Officer and Business and Insurance Leader for Software AG, respectively. Software AG is a multinational…
Sep 4, 2023 · 29:05
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…
Aug 28, 2023 · 20:17
Today's guest is Eric Crowley, partner at GP Bullhound. GP Bullhound is an investment bank and venture capital fund with 11 offices in the US and Europe. Eric leads the firm's…
Aug 21, 2023 · 23:42
Today's guest is Christopher Phillips, Senior Vice President and Director of AML at Valley Bank. Valley Bank is a regional bank holding company based in New Jersey with nearly $2…
Aug 14, 2023 · 22:34
Today's guests are Dr. Stefan Sigg and Steffen Lorenz, Chief Product Officer and Business and Insurance Leader for Software AG, respectively. Software AG is a multinational…
Aug 7, 2023 · 19:11
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…
Jul 31, 2023 · 14:58
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…
Jul 24, 2023 · 23:27
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,…
Jul 17, 2023 · 24:45
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…
Jul 10, 2023 · 21:41
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,…
Jul 3, 2023 · 23:00
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…
Jun 26, 2023 · 15:28
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…
Jun 19, 2023 · 22:58
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…
Jun 12, 2023 · 26:19
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…
Jun 5, 2023 · 17:56
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…
May 29, 2023 · 5:10
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…
May 22, 2023 · 25:45
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…
May 15, 2023 · 21:18
Today's guest is Thoughtworks Chief Technology Officer Rebecca Parsons. ThoughtWorks is a publicly owned global technology company operating in 18 countries, providing software…
May 8, 2023 · 13:01
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…
May 1, 2023 · 12:33
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…
Listen in the Podli app 🎧
Follow your favourite podcasts, listen offline and in the car with CarPlay and Android Auto, and always pick up where you left off. Free to try.
Your podcast? Get the Podli badge for your site