AI in Financial Services Podcast

AI in Financial Services Podcast

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

Episodes

October 26, 2026 • 29 mins
As AI quietly drafts more of the reports, pitch books, and client materials leaving financial institutions, few firms have settled who is accountable for what it produces. In this episode, Chris B. Kennedy, Managing Director of Strategic Technology & AI at Regions Bank, examines why ownership of AI-generated work splits into legal, regulatory, and human-accountability questions that most AI policies don't yet answer. He wa...
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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, Chief Digital Officer at Rainbow Apparel Co, examines how generative AI is reshaping product imagery and video production for commerce teams. The conversation covers cost and speed gains, the risk of visual sameness across AI-generated creative, and h...
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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, unpacks why data quality and ownership, not model capability, determine whether a pilot scales into something a CFO will call a win. The conversation covers how to diagnose a pilot headed for "pilot purgatory," a real-world example of using AI to reso...
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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 high‑stakes, highly regulated customer interactions.
In this episode, Shri Nandan, VP of AI Products and Experiences at Comcast, examines how regulatory constraints, fragmented data ownership, and emotionally or legally sensitive workflows resha...
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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 new systems.
In this episode, Guillaume Lardeux, Head of Transformation and Office of the CEO at Genesys, and Eva Majercsik, Chief People Officer at Genesys, examine how AI-driven workflow redesign requires shared ownership across functions...
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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 operational risk lives. In this episode, Chris Caldwell, President and CEO at Concentrix Corporation, examines how machine-scale transactions break processes designed for human pace and why bounded digital delegates outperform ...

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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 execute and manage workflows. In this episode, Henry Ward, founder and CEO at Carta, examines how this transition changes the CFO operating model alongside host Daniel Faggella, highlighting why AI‑literate finance leaders gain leverage by orchestrati...
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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 anything reaches scale. In this episode, Jeremy Caine, Technology Strategy and Solution Leader at IBM, unpacks why banks and insurers get stuck in pilot purgatory and what an AI-native future state actually looks like in a regulated environment. The conv...
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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 this episode, Barbara Stacer, Vice President, Head of Small Commercial Underwriting and Underwriting Operations at Utica National Insurance Group, examines how governed versioning, traceable approvals, and embedded documentation close the execution gap...
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AI infrastructure projects are failing not because the technology underdelivers, but because organizations commit capital before establishing the business case. In this episode, Juan Orlandini, CTO at Insight, examines why enterprise AI programs stall and outlines how leaders can apply decades of established IT investment discipline to evaluate, validate, and scale AI initiatives with measurable outcomes in mind. The conversat...
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Architectural decision‑making in large enterprises can break down when system knowledge is fragmented, slowing delivery and creating inconsistent outcomes across teams. In this episode, Amar Akshat, Senior Vice President of Architecture at PaySafe, examines how codified organizational memory and deterministic guardrails enable intelligent systems to accelerate development without sacrificing control. He highlights the shift to...
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Regulated industries are facing mounting pressure to adopt AI while maintaining absolute accuracy, data protection, and clear human accountability. In this episode, Steve Hasker, CEO at Thomson Reuters, joins Emerj's Matthew DeMello to examine how these demands are reshaping expectations for model reliability, data isolation, and the future of high‑stakes regulatory work. The discussion highlights the need for transparent guar...
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Modern enterprise leaders face a critical strategic challenge in balancing seamless digital onboarding with the increasing threat of sophisticated, AI-driven fraud. In this episode, Mary Ann Miller, VP of Client Experience and Fraud Advisor at Prove, unpacks why a robust "welcome mat" strategy centered on high-assurance identity verification enables the safe scaling of high-value services and drives institutional ROI. The conv...
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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 institutional-scale deployment — and what that means for settlement infrastructure, governance, and enterprise AI strategy in regulated financial systems. They discuss the real signals of production readiness, where AI is generating measurable ROI today ...
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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 to help users navigate the application process, compare options, and manage coverage. It also includes optional wellness-related perks available to eligible customers. Kiruba joins Emerj Client Narrative & Content Stra...

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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 payments decisioning. Debjit joins Emerj Editorial Director Matthew DeMello to explore how financial institutions can unify fraud, AML, and sanctions data amid rising costs, regulatory scrutiny, and sophisticated th...

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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 payments decisioning. Debjit joins Emerj Editorial Director Matthew DeMello to explore how payments teams can modernize risk and compliance as fraud grows more sophisticated, customer tolerance for friction shrinks,...

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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 financial services. Mary Ann joins Emerj Senior Editor, Marilie Fouchè, to discuss how financial institutions are applying data and AI to modernize customer onboarding while managing fraud, risk, and regulatory requirement...

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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 company helps banks and credit unions modernize and streamline core banking tasks, empowering financial institutions of all sizes globally to deliver faster, more intelligent, and customer-friendly banking experiences. Nicole joins Emerj Senior Editor, Mari...

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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 commercial banking services across eight states. Kyle brings extensive experience in designing customer journeys and integrating technology to meet evolving expectations. Kyle joins Emerj Editorial Director Matthew DeMello...

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