Scaling Growth in Asset Management with AI-Ready Data - with Frank Hattann of Ocorian
Release Date: 08/08/2025
Scaling Growth in Asset Management with AI-Ready Data - with Frank Hattann of Ocorian
The AI in Business Podcast
What does it really take to bring AI into the heart of financial services—and why are so many firms still stuck in manual mode? In this episode of the ‘AI in Business’ podcast, Frank Hattann, Chief Commercial Officer at Ocorian, joins Emerj Editorial Director Matthew DeMello to explore how legacy financial institutions can unlock real commercial value from AI without losing the human touch. Frank draws from his unique background across Microsoft, PayPal, and professional services to explain why mindset — not just infrastructure — is the true bottleneck to transformation. From...
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Overcoming Compliance Challenges in Legal AI Adoption - with Ryan Anderson at Filevine
The AI in Business Podcast
Today’s guest is Ryan Anderson, CEO and Founder of Filevine. Filevine is a cloud-based enterprise legal practice management platform that automates and centralizes workflows—covering case and document management, contract lifecycle, client communication, billing, e-signatures, analytics, and AI‑powered insights. Ryan joins Emerj Editorial Director Matthew DeMello on today’s show to discuss how enterprise legal teams can move from reactive to proactive operations with the help of agentic AI systems. As legal departments face unprecedented data volume and complexity, Anderson outlines a...
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Enhancing Clinical Workflows and Optimizing Efficiencies - with Patricio La Rosa at Bayer
The AI in Business Podcast
Today’s guest is Patricio La Rosa, Head of End-to-End Decision Science in Seed Production Innovation at Bayer Crop Science. Patricio joins the AI in Business podcast to explore how AI is transforming the clinical trial lifecycle, from biomarker discovery to long-term patient engagement. Drawing on his academic expertise, Patricio explains how AI-powered systems such as metagenomics, NLP, and multimodal sensing are helping researchers identify robust biomarkers and predict patient outcomes more effectively. He emphasizes the importance of reproducibility, effect traceability, and the...
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Accelerating Retail & CPG Transformation through AI Solutions - with Dwight Hill of Turing and Joe Troy of Amazon
The AI in Business Podcast
Today’s guests are Dwight Hill, Vice President of Retail & Consumer Products at Turing, and Joe Troy, Senior Manager of Site Risk at Amazon. Turing is one of the world’s fastest-growing Artificial Intelligence companies, working with the world’s leading AI labs to advance frontier model capabilities and leveraging that work to build real-world AI systems that help businesses solve their toughest problems —delivering real business results, faster, smarter, and at scale. Joe and Dwight join Emerj Editorial Director Matthew DeMello to examine how generative AI is delivering...
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Transforming Manufacturing with AI-Powered 3D Digital Twins and Remote Monitoring - with Rad Desiraju of Microsoft and Mike Geyer of NVIDIA
The AI in Business Podcast
For decades, manufacturers have relied on traditional dashboards that often fell short when it came to understanding the complexity of real-time operations. In this episode of the ‘AI in Business’ podcast, Microsoft’s Rad Desiraju and NVIDIA’s Mike Geyer explore how AI-powered 3D digital twins and real-time simulation are transforming the way manufacturers monitor, collaborate, and optimize production environments. The conversation begins with a breakdown of how dashboards have evolved—from static displays of sensor data to immersive, simulation-based platforms driven by AI. Rad and...
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Building Storage Strategies That Scale with AI Workloads - with Bryan Willett of Lexmark
The AI in Business Podcast
Today’s guest is Bryan Willett, Chief Information Security Officer at Lexmark, joining Emerj Senior Editor Matthew DeMello to explore how organizations can navigate the trade-offs between cloud and on-prem AI deployments—balancing speed to market, cost efficiency, and the protection of sensitive data. Bryan also emphasizes the importance of a strong governance triad—security, privacy, and AI teams working together—to ensure ethical, compliant, and effective AI adoption. From managing data surges in IoT and biometrics to creating hybrid storage strategies, he shares actionable insights...
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Enhancing Drug Safety with AI and Automation Technologies - with Marie Flanagan of IQVIA
The AI in Business Podcast
Today’s guest is Marie Flanagan, Director of Product Management in Digital Projects and Solutions at IQVIA. Marie returns to the program to unpack how AI and automation technologies are transforming drug safety workflows. Together with Emerj Editorial Director Matthew DeMello, she shares how IQVIA uses natural language processing (NLP) built on safety-specific training data to surface early signals from massive, multilingual datasets. She also explains why combining NLP with automation tools, such as RPA and OCR, leads to higher accuracy in adverse event detection, especially across social...
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Building Trusted AI Systems in Financial Services From Strategy to Scale - with Zar Toolan of Edward Jones
The AI in Business Podcast
Today’s guest is Zar Toolan, General Partner and Head of Data & AI at Edward Jones, joining Emerj Senior Editor Matthew DeMello to explore how AI can be strategically aligned with corporate goals in financial services. Zar shares his perspective on overcoming barriers to AI adoption, the critical build-versus-buy-versus-partner decisions, and the human-centered change management required for scalable AI transformation. He also discusses the importance of responsible AI principles, leveraging data as a competitive asset, and evolving talent strategies to thrive in today’s intelligence...
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How AI Partnerships Make Security a Strategic Advantage - with Bryan Willett of Lexmark
The AI in Business Podcast
Today’s guest is Bryan Willett, Chief Information Security Officer. Bryan discusses how organizations can shift security from a reactive compliance task to a strategic advantage by leveraging AI partnerships and transparent communication. He explains how proactive security packages and AI-driven tools streamline vendor due diligence and RFP responses, reducing bottlenecks and improving cross-team collaboration. Bryan also emphasizes the importance of evaluating vendor development hygiene and maintaining developer awareness as key components to managing evolving AI-enabled cyber threats. This...
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Responsible AI That Scales Across Customer Workflows - with Miranda Jones of Emprise Bank
The AI in Business Podcast
Today’s guest is Miranda Jones, SVP of Data & AI Strategy at Emprise Bank. Miranda returns to discuss the evolving reality of responsible AI in the financial services sector. As generative and agentic systems mature, Jones emphasizes the importance of creating safe, low-risk environments where employees can experiment, learn prompt engineering, and develop a critical understanding of model limitations. She explores why domain-specific models outperform generalized foundational models in banking—where context, compliance, and communication style are essential to trust and performance....
info_outlineWhat does it really take to bring AI into the heart of financial services—and why are so many firms still stuck in manual mode? In this episode of the ‘AI in Business’ podcast, Frank Hattann, Chief Commercial Officer at Ocorian, joins Emerj Editorial Director Matthew DeMello to explore how legacy financial institutions can unlock real commercial value from AI without losing the human touch. Frank draws from his unique background across Microsoft, PayPal, and professional services to explain why mindset — not just infrastructure — is the true bottleneck to transformation. From improving top-of-funnel outreach to redefining service pricing in an AI-supported world, the conversation breaks down what’s possible today and what’s at stake for firms that delay. Frank also addresses common misconceptions about AI adoption, offers tactical advice for commercial leaders, and highlights how firms can shift from reactive workflows to proactive, data-informed systems — without getting overwhelmed by technical complexity. Want to share your AI adoption story with executive peers? Click emerj.com/expert2 for more information and to be a potential future guest on the ‘AI in Business’ podcast! This episode is sponsored by FE fundinfo. Learn how brands work with Emerj and other Emerj Media options at emerj.com/ad1.